Compare · 3 funds side by side · dividends reinvested

XLE, VUG and IJH

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, VUG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

XLE

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

XLEMeasureVUG

+40.6%Year to dateJan 1 → Nov 6+1.4%

+45.0%1 yearTotal return+0.2%

+16.8%3 years · per year$10,000 became $15,939 · $18,415+22.6%

+20.7%5 years · per year$10,000 became $25,568 · $16,124+10.0%

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

2.47%Trailing 12-mo yield$247 · $42 a year on $10k0.42%

−15.0%Worst dropSmaller is better−15.1%

23.3%VolatilityLower is calmer19.0%

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

5–3XLE wins

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 VUG: Top 5 Holdings

Today

XLE

59.5%in top 5

VUG

in top 545.2%

XLEStockVUG

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

7.3%COPnot top 5

not top 5GOOGL5.2%

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5AVGO4.3%

Held in common0.2%

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

XLE vs VUG Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

XLEVUGFaded: 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 IJH

YTD

SPDRXLE

+40.6%

IJHiShares

+9.5%

+40.6%Year to date+9.5%

−15.0%Worst drop · 1Y−8.8%

23.3%Volatility · 1Y15.5%

2.5%Yield1.3%

$42.0BAssets$121B

2–2level

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

Cost, Income and Risk

Fees: XLE, VUG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

XLE0.08%$8

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

Yields: XLE, VUG, IJH

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

IJH1.26%$126

VUG0.42%$42

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IJH$126 − $5 = $121

VUG$42 − $3 = $39

KeptFee

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

Overlap: XLE, VUG, IJH

Today

0.2%most shared, XLE and VUG

XLEVUGIJH

XLE—0.2%0.0%

VUG0.2%—0.0%

IJH0.0%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

IJHWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% 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

XLEIJH

+40.6%Year to date+9.5%

2.5%Yield1.3%

+45.0%Past year+12.9%

0.08%Fee0.05%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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