Compare · 3 funds side by side · dividends reinvested

XLE, IJR and XLK

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,590XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.35% · $235 a year on $10k

Story of the three · RiskSmallest drop

XLE, IJR and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$41.6B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B2.0

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+18.7%+16.5%+25.4%+16.2%−19.6%28.8%$116B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: XLE 1998 · IJR 2000 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $41.6B$26,590

XLE

IJR

iShares Core S&P Small-Cap ETF · $106B$12,645

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

XLEMeasure

More Ways to See the Pairs

XLE vs IJR: Top 5 Holdings

Today

XLE

58.8%in top 5

IJR

in top 52.7%

XLEStockIJR

24.0%XOMnot top 5

18.4%CVXnot top 5

7.2%COPnot top 5

4.7%MPCnot top 5

4.6%PSXnot top 5

Cost, Income and Risk

Fees: XLE, IJR, XLK

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

XLE0.08%$8

XLK0.08%$8

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: XLE, IJR, XLK

1Y

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+18.7%

VGTVanguard

+18.4%

+18.7%Year to date+18.4%

0.08% · $8Fee · on $10k a year0.09% · $9

$116BAssets$155B

2–0XLK wins

End-of-day Nov 13, 2026

XLE vs VDE

YTD

SPDRXLE

+48.2%

VDEVanguard

+46.1%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IJR

+48.2%Year to dateJan 1 → Nov 13+18.0%

+48.0%1 yearTotal return+19.2%

+19.9%3 years · per year$10,000 became $17,258 · $16,058+17.1%

+21.6%5 years · per year$10,000 became $26,590 · $12,645+4.8%

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

2.35%Trailing 12-mo yield$235 · $121 a year on $10k1.21%

−15.0%Worst dropSmaller is better−9.7%

23.3%VolatilityLower is calmer16.4%

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

5–3XLE wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VSAT0.6%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

XLE vs IJR Returns, Every Period

5Y

SPDRXLE

+21.6%

5 years, per year

IJRiShares

+4.8%

5 years, per year

XLEIJRFaded: behind in that period

4–0XLE wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: XLE vs IJR

YTD

SPDRXLE

+48.2%

IJRiShares

+18.0%

+48.2%Year to date+18.0%

−15.0%Worst drop · 1Y−9.7%

23.3%Volatility · 1Y16.4%

2.3%Yield1.2%

$41.6BAssets$106B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

2.35%highest, XLE

FundTrailing yieldYield$10k

XLE2.35%$235

IJR1.21%$121

XLK0.49%$49

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$227most kept, XLE

XLE$235 − $8 = $227

IJR$121 − $6 = $115

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XLE, IJR, XLK

Today

0.0%most shared, XLE and IJR

XLEIJRXLK

XLE—0.0%0.0%

IJR0.0%—0.0%

XLK0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+48.0%XLE, at 23.3% volatility

IJRWorst drop−9.7%16.4% vol

XLEWorst drop−15.0%23.3% vol

XLKWorst drop−19.6%28.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLK

+48.2%Year to date+18.7%

2.3%Yield0.5%

+48.0%Past year+16.5%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 13, 2026

+48.2%Year to date+46.1%

2.3%Yield2.3%

$41.6BAssets$10.4B

1–0XLE wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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XLE, IJR and XLK

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three