Compare · 2 funds side by side · dividends reinvested

XLE and FXN

XLESPDR×FXNFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,404XLE · best of the two

02 / 04

XLE and FXN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.4

First Trust Energy AlphaDEX FundSectors · Energy0.63%1.83%+41.1%+46.2%+12.8%+15.5%−13.4%24.1%$388M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: XLE 1998 · FXN 2007

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

XLE

FXN

First Trust Energy AlphaDEX Fund · $388M$20,547

$10,000 five years ago, dividends reinvested · they hold 43.1% in common

XLEMeasureFXN

+40.6%Year to dateJan 1 → Nov 5+41.1%

+45.4%1 yearTotal return+46.2%

+16.7%3 years · per year$10,000 became $15,905 · $14,346+12.8%

+20.5%5 years · per year$10,000 became $25,404 · $20,547+15.5%

0.08%Expense ratio$8 · $63 a year on $10k · lower is better0.63%

2.47%Trailing 12-mo yield$247 · $183 a year on $10k1.83%

−15.0%Worst dropSmaller is better−13.4%

23.3%VolatilityLower is calmer24.1%

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

5–3XLE wins

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

More Ways to See the Pairs

XLE vs FXN: Top 5 Holdings

Today

XLE

59.2%in top 5

FXN

in top 522.6%

XLEStockFXN

24.3%XOMnot top 5

18.6%CVXnot top 5

7.1%COPnot top 5

not top 5RRC5.6%

4.6%PSX4.0%

4.5%MPCnot top 5

not top 5AR4.5%

not top 5FSLR4.4%

not top 5EXE4.1%

Held in common43.1%

End-of-day Nov 5, 2026 · share of each fund

XLE vs FXN Returns, Every Period

SPDRXLE

+20.5%

5 years, per year

FXNFirst Trust

+15.5%

5 years, per year

XLEFXNFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XLE vs FXN

YTD

SPDRXLE

+40.6%

FXNFirst Trust

+41.1%

+40.6%Year to date+41.1%

−15.0%Worst drop · 1Y−13.4%

23.3%Volatility · 1Y24.1%

2.5%Yield1.8%

$44.1BAssets$388M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, FXN

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

FXN0.63%$63

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XLE, FXN

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FXN1.83%$183

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FXN$183 − $63 = $120

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XLE, FXN

Today

43.1%most shared, XLE and FXN

XLEFXN

XLE—43.1%

FXN43.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+46.2%FXN, at 24.1% volatility

XLEWorst drop−15.0%23.3% vol

FXNWorst drop−13.4%24.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLEFXN

+40.6%Year to date+41.1%

2.5%Yield1.8%

+45.4%Past year+46.2%

0.08%Fee0.63%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026