Compare · 3 funds side by side · dividends reinvested

XLE, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,887XLE · best of the three

02 / 04

XLE, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.28%+52.1%+55.6%+20.1%+21.9%−15.0%22.6%$44.6B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: XLE 1998 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $44.6B$26,887

XLE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

XLEMeasureSPYM

+52.1%Year to dateJan 1 → Nov 3+11.5%

+55.6%1 yearTotal return+11.9%

+20.1%3 years · per year$10,000 became $17,324 · $19,092+24.1%

+21.9%5 years · per year$10,000 became $26,887 · $17,749+12.2%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

2.28%Trailing 12-mo yield$228 · $103 a year on $10k1.03%

−15.0%Worst dropSmaller is better−8.9%

22.6%VolatilityLower is calmer12.7%

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

4–4Level

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

More Ways to See the Pairs

XLE vs SPYM: Top 5 Holdings

Today

XLE

58.9%in top 5

SPYM

in top 527.4%

XLEStockSPYM

24.3%XOMnot top 5

18.3%CVXnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

7.2%COPnot top 5

not top 5MSFT5.9%

4.6%MPCnot top 5

4.5%PSXnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common3.8%

End-of-day Nov 3, 2026 · share of each fund

XLE vs SPYM Returns, Every Period

SPDRXLE

+21.9%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

XLESPYMFaded: behind in that period

3–1XLE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Core: XLE vs SPYM

YTD

SPDRXLE

+52.1%

SPYMSPDR

+11.5%

+52.1%Year to date+11.5%

−15.0%Worst drop · 1Y−8.9%

22.6%Volatility · 1Y12.7%

2.3%Yield1.0%

$44.6BAssets$185B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

XLE0.08%$8

SPY0.09%$9

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XLE, SPYM, SPY

2.28%highest, XLE

FundTrailing yieldYield$10k

XLE2.28%$228

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XLE, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XLESPYMSPY

XLE—3.8%3.8%

SPYM3.8%—99.9%

SPY3.8%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+55.6%XLE, at 22.6% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

XLEWorst drop−15.0%22.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLESPYM

+52.1%Year to date+11.5%

2.3%Yield1.0%

+55.6%Past year+11.9%

0.08%Fee0.02%

3–1XLE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026