Compare · 2 funds side by side · dividends reinvested

XLE and KBWB

XLESPDR×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,568XLE · best of the two

02 / 04

XLE and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.3

Invesco KBW Bank ETFSectors · Financials0.35%2.13%+5.7%+16.1%+35.6%+7.2%−16.4%20.5%$6.5B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLE 1998 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,568

XLE

KBWB

Invesco KBW Bank ETF · $6.5B$14,125

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

XLEMeasureKBWB

+40.6%Year to dateJan 1 → Nov 6+5.7%

+45.0%1 yearTotal return+16.1%

+16.8%3 years · per year$10,000 became $15,939 · $24,920+35.6%

+20.7%5 years · per year$10,000 became $25,568 · $14,125+7.2%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

2.47%Trailing 12-mo yield$247 · $213 a year on $10k2.13%

−15.0%Worst dropSmaller is better−16.4%

23.3%VolatilityLower is calmer20.5%

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

6–2XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs KBWB: Top 5 Holdings

Today

XLE

59.5%in top 5

KBWB

in top 538.3%

XLEStockKBWB

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5WFC8.5%

not top 5JPM8.2%

not top 5MS7.4%

not top 5GS7.3%

7.3%COPnot top 5

not top 5BAC6.9%

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XLE vs KBWB Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

KBWBInvesco

+7.2%

5 years, per year

XLEKBWBFaded: behind in that period

3–1XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLE vs KBWB

YTD

SPDRXLE

+40.6%

KBWBInvesco

+5.7%

+40.6%Year to date+5.7%

−15.0%Worst drop · 1Y−16.4%

23.3%Volatility · 1Y20.5%

2.5%Yield2.1%

$40.5BAssets$6.5B

3–1XLE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, KBWB

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

KBWB0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XLE, KBWB

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

KBWB2.13%$213

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

KBWB$213 − $35 = $178

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XLE, KBWB

Today

0.0%most shared, XLE and KBWB

XLEKBWB

XLE—0.0%

KBWB0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+45.0%XLE, at 23.3% volatility

KBWBWorst drop−16.4%20.5% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEKBWB

+40.6%Year to date+5.7%

2.5%Yield2.1%

+45.0%Past year+16.1%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026