Compare · 2 funds side by side · dividends reinvested

XLE and MDEV

XLESPDR×MDEVFirst Trust×

Versus in desk

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

02 / 04

XLE and MDEV, 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%$44.1B1.1

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+9.6%+12.2%+9.7%−1.9%−18.2%17.4%$3M1.9

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

MDEV

XLE

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

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

MDEVMeasureXLE

+9.6%Year to dateJan 1 → Nov 5+40.6%

+12.2%1 yearTotal return+45.4%

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

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

0.70%Expense ratio$70 · $8 a year on $10k · lower is better0.08%

0.10%Trailing 12-mo yield$10 · $247 a year on $10k2.47%

−18.2%Worst dropSmaller is better−15.0%

17.4%VolatilityLower is calmer23.3%

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

1–7XLE wins

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

More Ways to See the Pairs

MDEV vs XLE: Top 5 Holdings

Today

MDEV

11.4%in top 5

XLE

in top 559.2%

MDEVStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

not top 5COP7.1%

not top 5PSX4.6%

not top 5MPC4.5%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%ZBHnot top 5

2.2%LIVNnot top 5

2.2%STMN.SWnot top 5

Held in common0.0%

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

MDEV vs XLE Returns, Every Period

First TrustMDEV

−1.9%

5 years, per year

XLESPDR

+20.5%

5 years, per year

MDEVXLEFaded: behind in that period

0–4XLE wins

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

MDEV vs XLE

YTD

First TrustMDEV

+9.6%

XLESPDR

+40.6%

+9.6%Year to date+40.6%

−18.2%Worst drop · 1Y−15.0%

17.4%Volatility · 1Y23.3%

0.1%Yield2.5%

$3.3MAssets$44.1B

3–1XLE wins

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

Cost, Income and Risk

Fees: XLE, MDEV

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

MDEV0.70%$70

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

Yields: XLE, MDEV

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

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

MDEV$10 − $70 = −$60

KeptFee

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

Overlap: XLE, MDEV

Today

0.0%most shared, XLE and MDEV

XLEMDEV

XLE—0.0%

MDEV0.0%—

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

Return vs Bumpiness: 2 ETFs

+45.4%XLE, at 23.3% volatility

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 Two

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