Compare · 2 funds side by side · dividends reinvested

XLE and IJR

XLESPDR×IJRiShares×

Versus in desk

02 / 04

IWD+0.0%

Search ETFs and stocks

Portfolio

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

Story of the two · IncomeMost incomeXLE · 2.45% · $245 a year on $10k

Story of the two · RiskSmallest drop

XLE and IJR, 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%$40.5B1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: XLE 1998 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

XLE

IJR

iShares Core S&P Small-Cap ETF · $107B$13,218

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

XLEMeasureIJR

+41.9%

More Ways to See the Pairs

XLE vs IJR: Top 5 Holdings

Today

XLE

59.2%in top 5

IJR

in top 52.6%

XLEStockIJR

24.2%XOMnot top 5

18.6%CVXnot top 5

7.2%COPnot top 5

4.6%MPCnot top 5

4.6%PSXnot top 5

Cost, Income and Risk

Fees: XLE, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

XLE0.08%$8

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

Yields: XLE, IJR

1Y

2.45%highest, XLE

FundTrailing yieldYield

Popular Pairs Near These Two

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%

Year to dateJan 1 → Nov 10

+18.5%

+42.9%1 yearTotal return+21.3%

+16.4%3 years · per year$10,000 became $15,781 · $15,695+16.2%

+20.7%5 years · per year$10,000 became $25,622 · $13,218+5.7%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

2.45%Trailing 12-mo yield$245 · $121 a year on $10k1.21%

−15.0%Worst dropSmaller is better−9.7%

23.3%VolatilityLower is calmer16.3%

XLEIJR 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 5VSAT0.6%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5VSXY0.5%

not top 5MTCH0.5%

Held in common0.0%

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

XLE vs IJR Returns, Every Period

5Y

SPDRXLE

+20.7%

5 years, per year

IJRiShares

+5.7%

5 years, per year

XLEIJRFaded: behind in that period

4–0XLE wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: XLE vs IJR

YTD

SPDRXLE

+41.9%

IJRiShares

+18.5%

+41.9%Year to date+18.5%

−15.0%Worst drop · 1Y−9.7%

23.3%Volatility · 1Y16.3%

2.4%Yield1.2%

$40.5BAssets$107B

2–2level

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

$10k

XLE2.45%$245

IJR1.21%$121

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

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

IJR$121 − $6 = $115

KeptFee

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

Overlap: XLE, IJR

Today

0.0%most shared, XLE and IJR

XLEIJR

XLE—0.0%

IJR0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+42.9%XLE, at 23.3% volatility

IJRWorst drop−9.7%16.3% 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

XLEIJR

+41.9%Year to date+18.5%

2.4%Yield1.2%

+42.9%Past year+21.3%

0.08%Fee0.06%

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 and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two