Compare · 3 funds side by side · dividends reinvested

XLF, MDEV and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

XLF, MDEV and XLE, 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%$40.5B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B1.8

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+7.9%+11.0%+9.0%−2.4%−18.2%17.4%$3M2.6

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: XLF 1998 · MDEV 2021 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $3M$8,839

MDEV

XLF

State Street Financial Select Sector SPDR ETF · $54.5B$15,474

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

MDEVMeasureXLF

+7.9%Year to dateJan 1 → Nov 6+5.7%

+11.0%1 yearTotal return+10.4%

+9.0%3 years · per year$10,000 became $12,957 · $18,391+22.5%

−2.4%5 years · per year$10,000 became $8,839 · $15,474+9.1%

0.70%Expense ratio$70 · $8 a year on $10k · lower is better0.08%

0.10%Trailing 12-mo yield$10 · $144 a year on $10k1.44%

−18.2%Worst dropSmaller is better−14.8%

17.4%VolatilityLower is calmer15.3%

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

2–6XLF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDEV vs XLF: Top 5 Holdings

Today

MDEV

11.4%in top 5

XLF

in top 543.7%

MDEVStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%TFXnot top 5

2.2%SYKnot top 5

2.2%ZBHnot top 5

Held in common0.0%

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

MDEV vs XLF Returns, Every Period

First TrustMDEV

−2.4%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

MDEVXLFFaded: behind in that period

2–2Level

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

MDEV vs XLE

YTD

First TrustMDEV

+7.9%

XLESPDR

+40.6%

+7.9%Year to date+40.6%

−18.2%Worst drop · 1Y−15.0%

17.4%Volatility · 1Y23.3%

0.1%Yield2.5%

$3.4MAssets$40.5B

3–1XLE wins

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

Cost, Income and Risk

Fees: XLF, MDEV, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

MDEV0.70%$70

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

Yields: XLF, MDEV, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLF1.44%$144

MDEV0.10%$10

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLF$144 − $8 = $136

MDEV$10 − $70 = −$60

KeptFee

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

Overlap: XLF, MDEV, XLE

Today

0.0%most shared, XLF and MDEV

XLFMDEVXLE

XLF—0.0%0.0%

MDEV0.0%—0.0%

XLE0.0%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

XLFWorst drop−14.8%15.3% vol

MDEVWorst drop−18.2%17.4% 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

XLEMDEV

+40.6%Year to date+7.9%

2.5%Yield0.1%

+45.0%Past year+11.0%

0.08%Fee0.70%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026