Compare · 3 funds side by side · dividends reinvested

XLE, MDEV and XLF

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, MDEV and XLF, 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%$44.1B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B1.8

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+9.6%+12.2%+9.7%−1.9%−18.2%17.4%$3M2.6

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 · MDEV 2021 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

XLE

MDEV

First Trust Indxx Medical Devices ETF · $3M$9,086

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

XLEMeasureMDEV

+40.6%Year to dateJan 1 → Nov 5+9.6%

+45.4%1 yearTotal return+12.2%

+16.7%3 years · per year$10,000 became $15,905 · $13,194+9.7%

+20.5%5 years · per year$10,000 became $25,404 · $9,086−1.9%

0.08%Expense ratio$8 · $70 a year on $10k · lower is better0.70%

2.47%Trailing 12-mo yield$247 · $10 a year on $10k0.10%

−15.0%Worst dropSmaller is better−18.2%

23.3%VolatilityLower is calmer17.4%

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

7–1XLE wins

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 MDEV: Top 5 Holdings

Today

XLE

59.2%in top 5

MDEV

in top 511.4%

XLEStockMDEV

24.3%XOMnot top 5

18.6%CVXnot top 5

7.1%COPnot top 5

4.6%PSXnot top 5

4.5%MPCnot top 5

not top 5GEHC2.4%

not top 5PHIA.AS2.3%

not top 5ZBH2.3%

not top 5LIVN2.2%

not top 5STMN.SW2.2%

Held in common0.0%

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

XLE vs MDEV Returns, Every Period

SPDRXLE

+20.5%

5 years, per year

MDEVFirst Trust

−1.9%

5 years, per year

XLEMDEVFaded: behind in that period

4–0XLE wins

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

XLE vs XLF

YTD

SPDRXLE

+40.6%

XLFSPDR

+6.3%

+40.6%Year to date+6.3%

−15.0%Worst drop · 1Y−14.8%

23.3%Volatility · 1Y15.3%

2.5%Yield1.4%

$44.1BAssets$53.8B

2–2level

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

Cost, Income and Risk

Fees: XLE, MDEV, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

MDEV0.70%$70

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

Yields: XLE, MDEV, XLF

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLF1.44%$144

MDEV0.10%$10

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLF$144 − $8 = $136

MDEV$10 − $70 = −$60

KeptFee

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

Overlap: XLE, MDEV, XLF

Today

0.0%most shared, XLE and MDEV

XLEMDEVXLF

XLE—0.0%0.0%

MDEV0.0%—0.0%

XLF0.0%0.0%—

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

XLFWorst drop−14.8%15.3% vol

MDEVWorst drop−18.2%17.4% 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

XLEMDEV

+40.6%Year to date+9.6%

2.5%Yield0.1%

+45.4%Past year+12.2%

0.08%Fee0.70%

4–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026