Compare · 3 funds side by side · dividends reinvested

XLE, VIG 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, VIG and VNQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

Vanguard Real Estate ETFSectors · Real estate0.13%3.56%+11.2%+11.3%+13.6%+1.3%−11.4%14.2%$35.9B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLE 1998 · VIG 2006 · 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

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

XLEMeasureVIG

+40.6%Year to dateJan 1 → Nov 6+12.1%

+45.0%1 yearTotal return+14.3%

+16.8%3 years · per year$10,000 became $15,939 · $16,669+18.6%

+20.7%5 years · per year$10,000 became $25,568 · $16,243+10.2%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

2.47%Trailing 12-mo yield$247 · $150 a year on $10k1.50%

−15.0%Worst dropSmaller is better−7.9%

23.3%VolatilityLower is calmer10.8%

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

4–4Level

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 VIG: Top 5 Holdings

Today

XLE

59.5%in top 5

VIG

in top 522.1%

XLEStockVIG

24.4%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common3.5%

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

XLE vs VIG Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

XLEVIGFaded: 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, VIG, VNQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLE0.08%$8

VNQ0.13%$13

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

Yields: XLE, VIG, VNQ

3.56%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.56%$356

XLE2.47%$247

VIG1.50%$150

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

VIG$150 − $4 = $146

KeptFee

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

Overlap: XLE, VIG, VNQ

Today

3.5%most shared, XLE and VIG

XLEVIGVNQ

XLE—3.5%0.0%

VIG3.5%—0.0%

VNQ0.0%0.0%—

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

VIGWorst drop−7.9%10.8% 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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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