Compare · 3 funds side by side · dividends reinvested

XLE, SPY and XLV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,316XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.40% · $240 a year on $10k

Story of the three · RiskSmallest drop

XLE, SPY and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.5%+44.3%+17.6%+21.4%−15.0%23.3%$40.9B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.1

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.6%+30.4%+15.7%+8.7%−10.5%16.9%$50.4B2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: XLE 1998 · SPY 1993 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $40.9B$26,316

XLE

SPY

State Street SPDR S&P 500 ETF · $793B$17,481

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

XLEMeasure

More Ways to See the Pairs

XLE vs SPY: Top 5 Holdings

Today

XLE

58.9%in top 5

SPY

in top 526.9%

XLEStockSPY

24.1%XOMnot top 5

18.5%CVXnot top 5

not top 5AAPL7.8%

7.2%COPnot top 5

not top 5NVDA6.3%

Cost, Income and Risk

Fees: XLE, SPY, XLV

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLV0.08%$8

SPY0.09%$9

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: XLE, SPY, XLV

1Y

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

XLE vs VDE

YTD

SPDRXLE

+44.5%

VDEVanguard

+42.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPY

+44.5%Year to dateJan 1 → Nov 11+12.3%

+44.3%1 yearTotal return+12.7%

+17.6%3 years · per year$10,000 became $16,257 · $18,083+21.8%

+21.4%5 years · per year$10,000 became $26,316 · $17,481+11.8%

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

2.40%Trailing 12-mo yield$240 · $100 a year on $10k1.00%

−15.0%Worst dropSmaller is better−8.9%

23.3%VolatilityLower is calmer13.7%

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

5–3XLE wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT6.1%

4.6%MPCnot top 5

4.5%PSXnot top 5

not top 5AMZN4.1%

not top 5GOOGL2.6%

Held in common3.5%

End-of-day Nov 11, 2026 · share of each fund

XLE vs SPY Returns, Every Period

5Y

SPDRXLE

+21.4%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

XLESPYFaded: behind in that period

3–1XLE wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

XLE vs XLV

YTD

SPDRXLE

+44.5%

XLVSPDR

+23.6%

+44.5%Year to date+23.6%

−15.0%Worst drop · 1Y−10.5%

23.3%Volatility · 1Y16.9%

2.4%Yield1.3%

$40.9BAssets$50.4B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

XLV1.35%$135

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$232most kept, XLE

XLE$240 − $8 = $232

XLV$135 − $8 = $127

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: XLE, SPY, XLV

Today

10.5%most shared, SPY and XLV

XLESPYXLV

XLE—3.5%0.0%

SPY3.5%—10.5%

XLV0.0%10.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+44.3%XLE, at 23.3% volatility

SPYWorst drop−8.9%13.7% vol

XLVWorst drop−10.5%16.9% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLV

+44.5%Year to date+23.6%

2.4%Yield1.3%

+44.3%Past year+30.4%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 11, 2026

+44.5%Year to date+42.6%

2.4%Yield2.3%

$40.9BAssets$10.4B

2–0XLE wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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XLE, SPY and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three