Compare XLE and USRT | ETF Tracker

XLE and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.6B1.4

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.3B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: XLE 1998 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $44.6B$26,379

XLE

USRT

iShares Core U.S. REIT ETF · $4.3B$12,294

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

XLEMeasureUSRT

+44.9%Year to dateJan 1 → Nov 4+18.5%

+48.2%1 yearTotal return+18.4%

+18.0%3 years · per year$10,000 became $16,447 · $16,301+17.7%

+21.4%5 years · per year$10,000 became $26,379 · $12,294+4.2%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.40%Trailing 12-mo yield$240 · $264 a year on $10k2.64%

−15.0%Worst dropSmaller is better−12.4%

23.2%VolatilityLower is calmer13.8%

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

4–3XLE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs USRT: Top 5 Holdings

Today

XLE

59.1%in top 5

USRT

in top 531.4%

XLEStockUSRT

24.2%XOMnot top 5

18.4%CVXnot top 5

not top 5WELL9.2%

7.2%COPnot top 5

not top 5PLD6.9%

not top 5EQIX6.0%

not top 5SPG4.8%

4.7%MPCnot top 5

4.6%PSXnot top 5

not top 5PSA4.5%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

XLE vs USRT Returns, Every Period

5Y

SPDRXLE

+21.4%

5 years, per year

USRTiShares

+4.2%

5 years, per year

XLEUSRTFaded: behind in that period

4–0XLE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

XLE vs USRT

YTD

SPDRXLE

+44.9%

USRTiShares

+18.5%

+44.9%Year to date+18.5%

−15.0%Worst drop · 1Y−12.4%

23.2%Volatility · 1Y13.8%

2.4%Yield2.6%

$44.6BAssets$4.3B

3–1USRT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, USRT

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

USRT0.08%$8

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XLE, USRT

1Y

2.64%highest, USRT

FundTrailing yieldYield$10k

USRT2.64%$264

XLE2.40%$240

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$256most kept, USRT

USRT$264 − $8 = $256

XLE$240 − $8 = $232

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XLE, USRT

Today

0.0%most shared, XLE and USRT

XLEUSRT

XLE—0.0%

USRT0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+48.2%XLE, at 23.2% volatility

USRTWorst drop−12.4%13.8% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USRTXLE

+18.5%Year to date+44.9%

2.6%Yield2.4%

+18.4%Past year+48.2%

0.08%Fee0.08%

2–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026