Compare · 3 funds side by side · dividends reinvested

XLE, IVV and VNQ

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

02 / 04

XLE, IVV and VNQ, 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%$42.0B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

Vanguard Real Estate ETFSectors · Real estate0.13%3.54%+11.8%+12.0%+14.1%+1.2%−11.4%14.2%$35.9B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: XLE 1998 · IVV 2000 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,404

XLE

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

XLEMeasureIVV

+40.6%Year to dateJan 1 → Nov 5+8.4%

+45.4%1 yearTotal return+9.7%

+16.7%3 years · per year$10,000 became $15,905 · $18,221+22.1%

+20.5%5 years · per year$10,000 became $25,404 · $17,151+11.4%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

2.47%Trailing 12-mo yield$247 · $114 a year on $10k1.14%

−15.0%Worst dropSmaller is better−8.9%

23.3%VolatilityLower is calmer13.6%

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

4–4Level

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 IVV: Top 5 Holdings

Today

XLE

59.2%in top 5

IVV

in top 527.7%

XLEStockIVV

24.3%XOMnot top 5

18.6%CVXnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

7.1%COPnot top 5

not top 5MSFT6.2%

4.6%PSXnot top 5

4.5%MPCnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common3.5%

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

XLE vs IVV Returns, Every Period

SPDRXLE

+20.5%

5 years, per year

IVViShares

+11.4%

5 years, per year

XLEIVVFaded: behind in that period

3–1XLE wins

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

XLE vs VNQ

YTD

SPDRXLE

+40.6%

VNQVanguard

+11.8%

+40.6%Year to date+11.8%

−15.0%Worst drop · 1Y−11.4%

23.3%Volatility · 1Y14.2%

2.5%Yield3.5%

$42.0BAssets$35.9B

3–1VNQ wins

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

Cost, Income and Risk

Fees: XLE, IVV, VNQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XLE0.08%$8

VNQ0.13%$13

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

Yields: XLE, IVV, VNQ

3.54%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.54%$354

XLE2.47%$247

IVV1.14%$114

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

Income After Fees on $10,000

$341most kept, VNQ

VNQ$354 − $13 = $341

XLE$247 − $8 = $239

IVV$114 − $3 = $111

KeptFee

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

Overlap: XLE, IVV, VNQ

Today

3.5%most shared, XLE and IVV

XLEIVVVNQ

XLE—3.5%0.0%

IVV3.5%—1.8%

VNQ0.0%1.8%—

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

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

IVVWorst drop−8.9%13.6% vol

VNQWorst drop−11.4%14.2% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

VNQXLE

+11.8%Year to date+40.6%

3.5%Yield2.5%

+12.0%Past year+45.4%

0.13%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+11.8%

SCHHSchwab

+15.4%

+11.8%Year to date+15.4%

3.5%Yield2.9%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 5, 2026