Compare · 3 funds side by side · dividends reinvested

XLE, VIG and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

XLE, VIG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: XLE 1998 · VIG 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

XLE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

XLEMeasureVIG

+40.6%Year to dateJan 1 → Nov 5+12.5%

+45.4%1 yearTotal return+15.2%

+16.7%3 years · per year$10,000 became $15,905 · $16,814+18.9%

+20.5%5 years · per year$10,000 became $25,404 · $16,331+10.3%

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

2.47%Trailing 12-mo yield$247 · $149 a year on $10k1.49%

−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 5, 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

59.2%in top 5

VIG

in top 522.1%

XLEStockVIG

24.3%XOMnot top 5

18.6%CVXnot top 5

7.1%COPnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.6%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 5, 2026 · share of each fund

XLE vs VIG Returns, Every Period

SPDRXLE

+20.5%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

XLEVIGFaded: behind in that period

3–1XLE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: XLE vs VIG

YTD

SPDRXLE

+40.6%

VIGVanguard

+12.5%

+40.6%Year to date+12.5%

−15.0%Worst drop · 1Y−7.9%

23.3%Volatility · 1Y10.8%

2.5%Yield1.5%

$44.1BAssets$109B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, VIG, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLE0.08%$8

XLF0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XLE, VIG, XLF

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VIG1.49%$149

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VIG$149 − $4 = $145

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XLE, VIG, XLF

Today

19.5%most shared, VIG and XLF

XLEVIGXLF

XLE—3.5%0.0%

VIG3.5%—19.5%

XLF0.0%19.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

VIGWorst drop−7.9%10.8% vol

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLEVIG

+40.6%Year to date+12.5%

2.5%Yield1.5%

+45.4%Past year+15.2%

0.08%Fee0.04%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026