Compare · 3 funds side by side · dividends reinvested

XLF, IPAV and XLE

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,590XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.35% · $235 a year on $10k

Story of the three · RiskSmallest drop

XLF, IPAV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$41.6B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B1.6

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.60%+2.1%+5.1%[…][…]−17.2%19.7%$6M2.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: XLF 1998 · IPAV 2024 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR ETF · $54.2B$15,980

XLF

IPAV

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLF

More Ways to See the Pairs

XLF vs IPAV: Top 5 Holdings

Today

XLF

43.6%in top 5

IPAV

in top 517.6%

XLFStockIPAV

13.3%BRK-Bnot top 5

11.1%JPMnot top 5

8.8%Vnot top 5

6.5%MAnot top 5

4.0%BACnot top 5

Cost, Income and Risk

Fees: XLF, IPAV, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

IPAV0.55%$55

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: XLF, IPAV, XLE

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+48.2%

VDEVanguard

+46.1%

+48.2%Year to date+46.1%

2.3%Yield2.3%

$41.6BAssets$10.4B

1–0XLE wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

IPAV

+8.5%Year to dateJan 1 → Nov 13+2.1%

+11.1%1 yearTotal return+5.1%

+22.2%3 years · per year$10,000 became $18,263 · […][…]

+9.8%5 years · per year$10,000 became $15,980 · […][…]

0.08%Expense ratio$8 · $55 a year on $10k · lower is better0.55%

1.41%Trailing 12-mo yield$141 · $160 a year on $10k1.60%

−14.8%Worst dropSmaller is better−17.2%

15.3%VolatilityLower is calmer19.7%

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

5–1XLF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CNR.TO3.7%

not top 5LT.NS3.6%

not top 5CP.TO3.6%

not top 5MT.AS3.3%

not top 5HEI.DE3.3%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

XLF vs IPAV Returns, Every Period

1Y

SPDRXLF

+11.1%

past year

IPAVGlobal X

+5.1%

past year

XLFIPAVFaded: behind in that period

2–0XLF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

XLF vs XLE

YTD

SPDRXLF

+8.5%

XLESPDR

+48.2%

+8.5%Year to date+48.2%

−14.8%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.3%

1.4%Yield2.3%

$54.2BAssets$41.6B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.35%highest, XLE

FundTrailing yieldYield$10k

XLE2.35%$235

IPAV1.60%$160

XLF1.41%$141

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$227most kept, XLE

XLE$235 − $8 = $227

XLF$141 − $8 = $133

IPAV$160 − $55 = $105

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XLF, IPAV, XLE

Today

0.0%most shared, XLF and IPAV

XLFIPAVXLE

XLF—0.0%0.0%

IPAV0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+48.0%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

IPAVWorst drop−17.2%19.7% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLF

+48.2%Year to date+8.5%

2.3%Yield1.4%

+48.0%Past year+11.1%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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XLF, IPAV and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three