Compare · 4 funds side by side · dividends reinvested

XLF, KBWB, VGT and XLE

XLFSPDR×KBWBInvesco×VGTVanguard×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

XLF, KBWB, VGT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.5

Invesco KBW Bank ETFSectors · Financials0.35%2.08%+8.3%+19.1%+34.7%+7.4%−16.4%20.6%$6.5B2.6

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: XLF 1998 · KBWB 2011 · VGT 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

XLF

KBWB

Invesco KBW Bank ETF · $6.5B$14,313

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

XLFMeasureKBWB

+7.2%Year to dateJan 1 → Nov 9+8.3%

+12.4%1 yearTotal return+19.1%

+22.2%3 years · per year$10,000 became $18,230 · $24,427+34.7%

+9.4%5 years · per year$10,000 became $15,690 · $14,313+7.4%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.42%Trailing 12-mo yield$142 · $208 a year on $10k2.08%

−14.8%Worst dropSmaller is better−16.4%

15.3%VolatilityLower is calmer20.6%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLF vs KBWB: Top 5 Holdings

Today

XLF

43.8%in top 5

KBWB

in top 538.2%

XLFStockKBWB

13.2%BRK-Bnot top 5

11.1%JPM8.2%

9.0%Vnot top 5

not top 5WFC8.4%

not top 5MS7.4%

not top 5GS7.3%

4.0%BAC6.9%

6.6%MAnot top 5

Held in common32.6%

End-of-day Nov 9, 2026 · share of each fund

XLF vs KBWB Returns, Every Period

SPDRXLF

+9.4%

5 years, per year

KBWBInvesco

+7.4%

5 years, per year

XLFKBWBFaded: behind in that period

1–3KBWB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

XLF vs XLE

YTD

SPDRXLF

+7.2%

XLESPDR

+41.3%

+7.2%Year to date+41.3%

−14.8%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.3%

1.4%Yield2.5%

$53.4BAssets$40.5B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLF, KBWB, VGT, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

VGT0.09%$9

KBWB0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XLF, KBWB, VGT, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

KBWB2.08%$208

XLF1.42%$142

VGT0.42%$42

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

KBWB$208 − $35 = $173

XLF$142 − $8 = $134

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XLF, KBWB, VGT, XLE

Today

32.6%most shared, XLF and KBWB

XLFKBWBVGTXLE

XLF—32.6%0.0%0.0%

KBWB32.6%—0.0%0.0%

VGT0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

KBWBWorst drop−16.4%20.6% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLEVGT

+41.3%Year to date+19.3%

2.5%Yield0.4%

+44.3%Past year+18.0%

0.08%Fee0.09%

4–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026