Compare · 3 funds side by side · dividends reinvested

XLE, IUSB and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

XLE, IUSB and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.6

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B2.0

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+19.1%+18.8%+27.0%+17.1%−19.6%28.6%$110B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: XLE 1998 · IUSB 2014 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

XLE

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,151

$10,000 five years ago, dividends reinvested

XLEMeasureIUSB

+41.3%Year to dateJan 1 → Nov 9+0.1%

+44.3%1 yearTotal return+0.5%

+15.9%3 years · per year$10,000 became $15,555 · $11,705+5.4%

+20.4%5 years · per year$10,000 became $25,271 · $10,151+0.3%

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

2.46%Trailing 12-mo yield$246 · $433 a year on $10k4.33%

−15.0%Worst dropSmaller is better−4.3%

23.3%VolatilityLower is calmer3.9%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs IUSB: Top 5 Holdings

Today

XLE

59.6%in top 5

IUSB

in top 5[…]

XLEStockIUSB

24.5%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

4.5%PSXnot top 5

4.4%MPCnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

XLE vs IUSB Returns, Every Period

SPDRXLE

+20.4%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

XLEIUSBFaded: behind in that period

4–0XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: XLE vs IUSB

YTD

SPDRXLE

+41.3%

IUSBiShares

+0.1%

+41.3%Year to date+0.1%

−15.0%Worst drop · 1Y−4.3%

23.3%Volatility · 1Y3.9%

2.5%Yield4.3%

$40.5BAssets$50.4B

3–1IUSB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, IUSB, XLK

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

XLE0.08%$8

XLK0.08%$8

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XLE, IUSB, XLK

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

XLE2.46%$246

XLK0.49%$49

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

XLE$246 − $8 = $238

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XLE, IUSB, XLK

Today

0.0%most shared, XLE and XLK

XLEIUSBXLK

XLE—[…]0.0%

IUSB[…]—[…]

XLK0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

IUSBWorst drop−4.3%3.9% vol

XLEWorst drop−15.0%23.3% vol

XLKWorst drop−19.6%28.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBXLE

+0.1%Year to date+41.3%

4.3%Yield2.5%

+0.5%Past year+44.3%

0.06%Fee0.08%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

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

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026