Compare · 3 funds side by side · dividends reinvested

XLE, FRI and XLF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,622XLE · best of the three

Story of the three · IncomeMost incomeFRI · 2.53% · $253 a year on $10k

Story of the three · RiskSmallest drop

XLE, FRI and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.5B1.8

First Trust S&P REIT Index FundSectors · Real estate0.51%2.53%+17.4%+15.6%+14.3%+3.4%−12.1%13.7%$205M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: XLE 1998 · FRI 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $40.5B$25,622

XLE

FRI

First Trust S&P REIT Index Fund · $205M$11,842

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

XLEMeasure

More Ways to See the Pairs

XLE vs FRI: Top 5 Holdings

Today

XLE

59.2%in top 5

FRI

in top 535.8%

XLEStockFRI

24.2%XOMnot top 5

18.6%CVXnot top 5

not top 5WELL12.9%

not top 5PLD9.0%

7.2%COPnot top 5

Cost, Income and Risk

Fees: XLE, FRI, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

FRI0.51%$51

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

Yields: XLE, FRI, XLF

1Y

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.5BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

FRI

+41.9%Year to dateJan 1 → Nov 10+17.4%

+42.9%1 yearTotal return+15.6%

+16.4%3 years · per year$10,000 became $15,781 · $14,915+14.3%

+20.7%5 years · per year$10,000 became $25,622 · $11,842+3.4%

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

2.45%Trailing 12-mo yield$245 · $253 a year on $10k2.53%

−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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5EQIX4.7%

not top 5SPG4.7%

4.6%MPCnot top 5

4.6%PSXnot top 5

not top 5DLR4.6%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

XLE vs FRI Returns, Every Period

5Y

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 10, 2026 · dividends in · faded = behind in that period

XLE vs FRI

YTD

SPDRXLE

+41.9%

FRIFirst Trust

+17.4%

+41.9%Year to date+17.4%

−15.0%Worst drop · 1Y−12.1%

23.3%Volatility · 1Y13.7%

2.4%Yield2.5%

$40.5BAssets$205M

3–1FRI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

2.53%highest, FRI

FundTrailing yieldYield$10k

FRI2.53%$253

XLE2.45%$245

XLF1.42%$142

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

FRI$253 − $51 = $202

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: XLE, FRI, XLF

Today

0.0%most shared, XLE and FRI

XLEFRIXLF

XLE—0.0%0.0%

FRI0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+42.9%XLE, at 23.3% volatility

FRIWorst drop−12.1%13.7% vol

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FRIXLE

+17.4%Year to date+41.9%

2.5%Yield2.4%

+15.6%Past year+42.9%

0.51%Fee0.08%

3–1XLE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Loading…

XLE, FRI and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three