Compare · 3 funds side by side · dividends reinvested

XLE, SPY and VNQ

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

02 / 04

XLE, SPY 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%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.0

Vanguard Real Estate ETFSectors · Real estate0.13%3.56%+11.2%+11.3%+13.6%+1.3%−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 6, 2026 · returns include dividends · since: XLE 1998 · SPY 1993 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

XLEMeasureSPY

+40.6%Year to dateJan 1 → Nov 6+8.7%

+45.0%1 yearTotal return+9.7%

+16.8%3 years · per year$10,000 became $15,939 · $18,039+21.7%

+20.7%5 years · per year$10,000 became $25,568 · $17,118+11.3%

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

2.47%Trailing 12-mo yield$247 · $103 a year on $10k1.03%

−15.0%Worst dropSmaller is better−8.9%

23.3%VolatilityLower is calmer13.6%

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

5–3XLE 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 SPY: Top 5 Holdings

Today

XLE

59.5%in top 5

SPY

in top 527.8%

XLEStockSPY

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5AAPL7.9%

7.3%COPnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common3.5%

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

XLE vs SPY Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

XLESPYFaded: behind in that period

3–1XLE wins

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

XLE vs VNQ

YTD

SPDRXLE

+40.6%

VNQVanguard

+11.2%

+40.6%Year to date+11.2%

−15.0%Worst drop · 1Y−11.4%

23.3%Volatility · 1Y14.2%

2.5%Yield3.6%

$42.0BAssets$35.9B

3–1VNQ wins

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

Cost, Income and Risk

Fees: XLE, SPY, VNQ

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SPY0.09%$9

VNQ0.13%$13

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

Yields: XLE, SPY, VNQ

3.56%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.56%$356

XLE2.47%$247

SPY1.03%$103

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

Income After Fees on $10,000

$343most kept, VNQ

VNQ$356 − $13 = $343

XLE$247 − $8 = $239

SPY$103 − $9 = $94

KeptFee

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

Overlap: XLE, SPY, VNQ

Today

3.5%most shared, XLE and SPY

XLESPYVNQ

XLE—3.5%0.0%

SPY3.5%—1.9%

VNQ0.0%1.9%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

SPYWorst drop−8.9%13.6% vol

VNQWorst drop−11.4%14.2% 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

VNQXLE

+11.2%Year to date+40.6%

3.6%Yield2.5%

+11.3%Past year+45.0%

0.13%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 6, 2026