Compare · 2 funds side by side · dividends reinvested

XLE and IBAT

XLESPDR×IBATiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,671XLE · best of the two

Story of the two · IncomeMost incomeXLE · 2.37% · $237 a year on $10k

Story of the two · RiskSmallest drop

XLE and IBAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$41.6B1.0

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.87%+22.7%+11.0%[…][…]−30.7%33.5%$53M2.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: XLE 1998 · IBAT 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $41.6B$26,671

XLE

IBAT

iShares Energy Storage & Materials ETF · $53M[…]

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

XLEMeasureIBAT

+46.7%

More Ways to See the Pairs

XLE vs IBAT: Top 5 Holdings

Today

XLE

58.8%in top 5

IBAT

in top 535.0%

XLEStockIBAT

24.0%XOMnot top 5

18.4%CVXnot top 5

not top 5AI.PA7.7%

not top 5BE7.5%

not top 5APD7.5%

Cost, Income and Risk

Fees: XLE, IBAT

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IBAT0.47%$47

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: XLE, IBAT

1Y

2.37%highest, XLE

FundTrailing yieldYield

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

+46.7%Year to date+44.8%

2.4%Yield2.3%

$41.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+22.7%

+44.6%1 yearTotal return+11.0%

+19.1%3 years · per year$10,000 became $16,880 · […][…]

+21.7%5 years · per year$10,000 became $26,671 · […][…]

0.08%Expense ratio$8 · $47 a year on $10k · lower is better0.47%

2.37%Trailing 12-mo yield$237 · $87 a year on $10k0.87%

−15.0%Worst dropSmaller is better−30.7%

23.4%VolatilityLower is calmer33.5%

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

6–0XLE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.2%COPnot top 5

not top 5BAS.DE6.8%

not top 56762.T5.6%

4.7%MPCnot top 5

4.6%PSXnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

XLE vs IBAT Returns, Every Period

1Y

SPDRXLE

+44.6%

past year

IBATiShares

+11.0%

past year

XLEIBATFaded: behind in that period

2–0XLE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

XLE vs IBAT

YTD

SPDRXLE

+46.7%

IBATiShares

+22.7%

+46.7%Year to date+22.7%

−15.0%Worst drop · 1Y−30.7%

23.4%Volatility · 1Y33.5%

2.4%Yield0.9%

$41.6BAssets$53.2M

4–0XLE wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

XLE2.37%$237

IBAT0.87%$87

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

Income After Fees on $10,000

1Y

$229most kept, XLE

XLE$237 − $8 = $229

IBAT$87 − $47 = $40

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XLE, IBAT

Today

0.0%most shared, XLE and IBAT

XLEIBAT

XLE—0.0%

IBAT0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+44.6%XLE, at 23.4% volatility

XLEWorst drop−15.0%23.4% vol

IBATWorst drop−30.7%33.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLEIBAT

+46.7%Year to date+22.7%

2.4%Yield0.9%

+44.6%Past year+11.0%

0.08%Fee0.47%

4–0XLE wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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XLE and IBAT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two