Compare · 3 funds side by side · dividends reinvested

XLE, VTV and XLF

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, VTV and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.6

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

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLE 1998 · VTV 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

VTV

Vanguard Morningstar Value ETF · $184B$17,585

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

XLEMeasureVTV

+40.6%Year to dateJan 1 → Nov 6+18.5%

+45.0%1 yearTotal return+22.9%

+16.8%3 years · per year$10,000 became $15,939 · $17,687+20.9%

+20.7%5 years · per year$10,000 became $25,568 · $17,585+12.0%

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

2.47%Trailing 12-mo yield$247 · $187 a year on $10k1.87%

−15.0%Worst dropSmaller is better−6.4%

23.3%VolatilityLower is calmer10.7%

XLEVTV 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 VTV: Top 5 Holdings

Today

XLE

59.5%in top 5

VTV

in top 515.8%

XLEStockVTV

24.4%XOM2.6%

18.8%CVXnot top 5

7.3%COPnot top 5

not top 5MU4.6%

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5JNJ2.4%

Held in common7.9%

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

XLE vs VTV Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

XLEVTVFaded: behind in that period

3–1XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: XLE vs VTV

YTD

SPDRXLE

+40.6%

VTVVanguard

+18.5%

+40.6%Year to date+18.5%

−15.0%Worst drop · 1Y−6.4%

23.3%Volatility · 1Y10.7%

2.5%Yield1.9%

$42.0BAssets$184B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, VTV, XLF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XLE0.08%$8

XLF0.08%$8

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

Yields: XLE, VTV, XLF

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VTV1.87%$187

XLF1.44%$144

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VTV$187 − $3 = $184

XLF$144 − $8 = $136

KeptFee

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

Overlap: XLE, VTV, XLF

Today

22.0%most shared, VTV and XLF

XLEVTVXLF

XLE—7.9%0.0%

VTV7.9%—22.0%

XLF0.0%22.0%—

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

VTVWorst drop−6.4%10.7% vol

XLFWorst drop−14.8%15.3% 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

XLEVTV

+40.6%Year to date+18.5%

2.5%Yield1.9%

+45.0%Past year+22.9%

0.08%Fee0.03%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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

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