Compare · 2 funds side by side · dividends reinvested

XLE and VTV

XLESPDR×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,379XLE · best of the two

02 / 04

XLE and VTV, 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%$44.1B1.5

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.5

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 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $44.1B$26,379

XLE

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

XLEMeasureVTV

+44.9%Year to dateJan 1 → Nov 4+22.8%

+48.2%1 yearTotal return+27.5%

+18.0%3 years · per year$10,000 became $16,447 · $18,551+22.9%

+21.4%5 years · per year$10,000 became $26,379 · $18,352+12.9%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

2.40%Trailing 12-mo yield$240 · $180 a year on $10k1.80%

−15.0%Worst dropSmaller is better−6.4%

23.2%VolatilityLower is calmer10.2%

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

4–4Level

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 VTV: Top 5 Holdings

Today

XLE

59.1%in top 5

VTV

in top 515.8%

XLEStockVTV

24.2%XOM2.6%

18.4%CVXnot top 5

7.2%COPnot top 5

4.7%MPCnot top 5

4.6%PSXnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5JNJ2.4%

Held in common7.9%

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

XLE vs VTV Returns, Every Period

SPDRXLE

+21.4%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

XLEVTVFaded: behind in that period

3–1XLE wins

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

Sector vs Stocks: XLE vs VTV

YTD

SPDRXLE

+44.9%

VTVVanguard

+22.8%

+44.9%Year to date+22.8%

−15.0%Worst drop · 1Y−6.4%

23.2%Volatility · 1Y10.2%

2.4%Yield1.8%

$44.1BAssets$184B

2–2level

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

Cost, Income and Risk

Fees: XLE, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XLE0.08%$8

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

Yields: XLE, VTV

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

VTV1.80%$180

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

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

VTV$180 − $3 = $177

KeptFee

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

Overlap: XLE, VTV

Today

7.9%most shared, XLE and VTV

XLEVTV

XLE—7.9%

VTV7.9%—

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

Return vs Bumpiness: 2 ETFs

+48.2%XLE, at 23.2% volatility

VTVWorst drop−6.4%10.2% 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

XLEVTV

+44.9%Year to date+22.8%

2.4%Yield1.8%

+48.2%Past year+27.5%

0.08%Fee0.03%

3–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026