Compare · 3 funds side by side · dividends reinvested

XLE, IWF and XLV

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, IWF and XLV, 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%$40.5B1.8

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: XLE 1998 · IWF 2000 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

XLE

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

XLEMeasureIWF

+41.3%Year to dateJan 1 → Nov 9−2.5%

+44.3%1 yearTotal return−2.2%

+15.9%3 years · per year$10,000 became $15,555 · $17,207+19.8%

+20.4%5 years · per year$10,000 became $25,271 · $15,892+9.7%

0.08%Expense ratio$8 · $18 a year on $10k · lower is better0.18%

2.46%Trailing 12-mo yield$246 · $38 a year on $10k0.38%

−15.0%Worst dropSmaller is better−14.6%

23.3%VolatilityLower is calmer19.5%

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

5–3XLE wins

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 IWF: Top 5 Holdings

Today

XLE

59.6%in top 5

IWF

in top 539.7%

XLEStockIWF

24.5%XOMnot top 5

18.8%CVXnot top 5

not top 5NVDA14.3%

not top 5AAPL8.8%

7.3%COPnot top 5

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

4.5%PSXnot top 5

4.4%MPCnot top 5

Held in common0.5%

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

XLE vs IWF Returns, Every Period

SPDRXLE

+20.4%

5 years, per year

IWFiShares

+9.7%

5 years, per year

XLEIWFFaded: behind in that period

3–1XLE wins

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

XLE vs XLV

YTD

SPDRXLE

+41.3%

XLVSPDR

+23.2%

+41.3%Year to date+23.2%

−15.0%Worst drop · 1Y−10.5%

23.3%Volatility · 1Y16.9%

2.5%Yield1.4%

$40.5BAssets$49.7B

2–2level

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

Cost, Income and Risk

Fees: XLE, IWF, XLV

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLV0.08%$8

IWF0.18%$18

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

Yields: XLE, IWF, XLV

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

XLV1.35%$135

IWF0.38%$38

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XLV$135 − $8 = $127

IWF$38 − $18 = $20

KeptFee

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

Overlap: XLE, IWF, XLV

Today

5.9%most shared, IWF and XLV

XLEIWFXLV

XLE—0.5%0.0%

IWF0.5%—5.9%

XLV0.0%5.9%—

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

XLVWorst drop−10.5%16.9% vol

IWFWorst drop−14.6%19.5% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEXLV

+41.3%Year to date+23.2%

2.5%Yield1.4%

+44.3%Past year+31.2%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026