Compare · 2 funds side by side · dividends reinvested

XLE and VYM

XLESPDR×VYMVanguard×

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 VYM, 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 High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.5

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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

XLE

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

XLEMeasureVYM

+44.9%Year to dateJan 1 → Nov 4+17.2%

+48.2%1 yearTotal return+21.2%

+18.0%3 years · per year$10,000 became $16,447 · $17,970+21.6%

+21.4%5 years · per year$10,000 became $26,379 · $17,742+12.2%

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

2.40%Trailing 12-mo yield$240 · $222 a year on $10k2.22%

−15.0%Worst dropSmaller is better−6.7%

23.2%VolatilityLower is calmer10.1%

XLEVYM 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 VYM: Top 5 Holdings

Today

XLE

59.1%in top 5

VYM

in top 518.2%

XLEStockVYM

24.2%XOM2.8%

18.4%CVXnot top 5

7.2%COPnot top 5

not top 5AVGO6.9%

4.7%MPCnot top 5

4.6%PSXnot top 5

not top 5JPM3.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common9.3%

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

XLE vs VYM Returns, Every Period

SPDRXLE

+21.4%

5 years, per year

VYMVanguard

+12.2%

5 years, per year

XLEVYMFaded: behind in that period

3–1XLE wins

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

Sector vs Income: XLE vs VYM

YTD

SPDRXLE

+44.9%

VYMVanguard

+17.2%

+44.9%Year to date+17.2%

−15.0%Worst drop · 1Y−6.7%

23.2%Volatility · 1Y10.1%

2.4%Yield2.2%

$44.1BAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: XLE, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

XLE0.08%$8

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

Yields: XLE, VYM

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

VYM2.22%$222

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

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

VYM$222 − $4 = $218

KeptFee

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

Overlap: XLE, VYM

Today

9.3%most shared, XLE and VYM

XLEVYM

XLE—9.3%

VYM9.3%—

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

VYMWorst drop−6.7%10.1% 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

XLEVYM

+44.9%Year to date+17.2%

2.4%Yield2.2%

+48.2%Past year+21.2%

0.08%Fee0.04%

3–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026