Compare · 2 funds side by side · dividends reinvested

XLE and FRI

XLESPDR×FRIFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,568XLE · best of the two

02 / 04

XLE and FRI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.4

First Trust S&P REIT Index FundSectors · Real estate0.51%2.57%+15.7%+15.4%+15.6%+3.4%−12.1%13.7%$209M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: XLE 1998 · FRI 2007

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

FRI

First Trust S&P REIT Index Fund · $209M$11,821

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLEMeasureFRI

+40.6%Year to dateJan 1 → Nov 6+15.7%

+45.0%1 yearTotal return+15.4%

+16.8%3 years · per year$10,000 became $15,939 · $15,457+15.6%

+20.7%5 years · per year$10,000 became $25,568 · $11,821+3.4%

0.08%Expense ratio$8 · $51 a year on $10k · lower is better0.51%

2.47%Trailing 12-mo yield$247 · $257 a year on $10k2.57%

−15.0%Worst dropSmaller is better−12.1%

23.3%VolatilityLower is calmer13.7%

XLEFRI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs FRI: Top 5 Holdings

Today

XLE

59.5%in top 5

FRI

in top 535.5%

XLEStockFRI

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5WELL12.9%

not top 5PLD8.9%

7.3%COPnot top 5

not top 5SPG4.6%

not top 5EQIX4.5%

4.5%PSXnot top 5

not top 5DLR4.5%

4.5%MPCnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XLE vs FRI Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

FRIFirst Trust

+3.4%

5 years, per year

XLEFRIFaded: behind in that period

4–0XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLE vs FRI

YTD

SPDRXLE

+40.6%

FRIFirst Trust

+15.7%

+40.6%Year to date+15.7%

−15.0%Worst drop · 1Y−12.1%

23.3%Volatility · 1Y13.7%

2.5%Yield2.6%

$42.0BAssets$209M

3–1FRI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, FRI

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

FRI0.51%$51

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XLE, FRI

2.57%highest, FRI

FundTrailing yieldYield$10k

FRI2.57%$257

XLE2.47%$247

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FRI$257 − $51 = $206

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XLE, FRI

Today

0.0%most shared, XLE and FRI

XLEFRI

XLE—0.0%

FRI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+45.0%XLE, at 23.3% volatility

FRIWorst drop−12.1%13.7% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FRIXLE

+15.7%Year to date+40.6%

2.6%Yield2.5%

+15.4%Past year+45.0%

0.51%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026