Compare · 3 funds side by side · dividends reinvested

XLE, VIG 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, VIG 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%$40.9B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.8

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%$50.4B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: XLE 1998 · VIG 2006 · 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

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

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

XLEMeasure

More Ways to See the Pairs

XLE vs VIG: Top 5 Holdings

Today

XLE

58.9%in top 5

VIG

in top 522.1%

XLEStockVIG

24.1%XOMnot top 5

18.5%CVXnot top 5

7.2%COPnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

Cost, Income and Risk

Fees: XLE, VIG, XLV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLE0.08%$8

XLV0.08%$8

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

Yields: XLE, VIG, XLV

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

XLE vs VDE

YTD

SPDRXLE

+44.5%

VDEVanguard

+42.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

VIG

+44.5%Year to dateJan 1 → Nov 11+16.0%

+44.3%1 yearTotal return+17.8%

+17.6%3 years · per year$10,000 became $16,257 · $16,811+18.9%

+21.4%5 years · per year$10,000 became $26,316 · $16,653+10.7%

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

2.40%Trailing 12-mo yield$240 · $145 a year on $10k1.45%

−15.0%Worst dropSmaller is better−7.9%

23.3%VolatilityLower is calmer11.0%

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

4–4Level

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

4.6%MPCnot top 5

4.5%PSXnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common3.5%

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

XLE vs VIG Returns, Every Period

5Y

SPDRXLE

+21.4%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

XLEVIGFaded: behind in that period

3–1XLE wins

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

Sector vs Income: XLE vs VIG

YTD

SPDRXLE

+44.5%

VIGVanguard

+16.0%

+44.5%Year to date+16.0%

−15.0%Worst drop · 1Y−7.9%

23.3%Volatility · 1Y11.0%

2.4%Yield1.4%

$40.9BAssets$109B

2–2level

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

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

VIG1.45%$145

XLV1.35%$135

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

Income After Fees on $10,000

1Y

$232most kept, XLE

XLE$240 − $8 = $232

VIG$145 − $4 = $141

XLV$135 − $8 = $127

KeptFee

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

Overlap: XLE, VIG, XLV

Today

18.4%most shared, VIG and XLV

XLEVIGXLV

XLE—3.5%0.0%

VIG3.5%—18.4%

XLV0.0%18.4%—

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

VIGWorst drop−7.9%11.0% 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

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

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XLE, VIG and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three