Compare · 3 funds side by side · dividends reinvested

XLE, VYM 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, VYM and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.6

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 · VYM 2006 · 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

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

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

XLEMeasureVYM

+40.6%Year to dateJan 1 → Nov 6+12.8%

+45.0%1 yearTotal return+16.5%

+16.8%3 years · per year$10,000 became $15,939 · $17,107+19.6%

+20.7%5 years · per year$10,000 became $25,568 · $16,941+11.1%

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

2.47%Trailing 12-mo yield$247 · $231 a year on $10k2.31%

−15.0%Worst dropSmaller is better−6.7%

23.3%VolatilityLower is calmer10.6%

XLEVYM 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 VYM: Top 5 Holdings

Today

XLE

59.5%in top 5

VYM

in top 518.2%

XLEStockVYM

24.4%XOM2.8%

18.8%CVXnot top 5

7.3%COPnot top 5

not top 5AVGO6.9%

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5JPM3.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common9.3%

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

XLE vs VYM Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

VYMVanguard

+11.1%

5 years, per year

XLEVYMFaded: behind in that period

3–1XLE wins

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

Sector vs Income: XLE vs VYM

YTD

SPDRXLE

+40.6%

VYMVanguard

+12.8%

+40.6%Year to date+12.8%

−15.0%Worst drop · 1Y−6.7%

23.3%Volatility · 1Y10.6%

2.5%Yield2.3%

$42.0BAssets$78.9B

2–2level

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

Cost, Income and Risk

Fees: XLE, VYM, XLF

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

XLE0.08%$8

XLF0.08%$8

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

Yields: XLE, VYM, XLF

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VYM2.31%$231

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

VYM$231 − $4 = $227

XLF$144 − $8 = $136

KeptFee

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

Overlap: XLE, VYM, XLF

Today

18.2%most shared, VYM and XLF

XLEVYMXLF

XLE—9.3%0.0%

VYM9.3%—18.2%

XLF0.0%18.2%—

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

VYMWorst drop−6.7%10.6% 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

XLEVYM

+40.6%Year to date+12.8%

2.5%Yield2.3%

+45.0%Past year+16.5%

0.08%Fee0.04%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026