Compare · 3 funds side by side · dividends reinvested

XLF, VIG and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

XLF, VIG and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: XLF 1998 · VIG 2006 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $53.8B$15,503

XLF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

XLFMeasureVIG

+6.3%Year to dateJan 1 → Nov 5+12.5%

+11.4%1 yearTotal return+15.2%

+23.0%3 years · per year$10,000 became $18,620 · $16,814+18.9%

+9.2%5 years · per year$10,000 became $15,503 · $16,331+10.3%

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

1.44%Trailing 12-mo yield$144 · $149 a year on $10k1.49%

−14.8%Worst dropSmaller is better−7.9%

15.3%VolatilityLower is calmer10.8%

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

1–7VIG wins

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

More Ways to See the Pairs

XLF vs VIG: Top 5 Holdings

Today

XLF

43.7%in top 5

VIG

in top 522.1%

XLFStockVIG

12.9%BRK-Bnot top 5

11.2%JPM3.9%

8.9%Vnot top 5

6.5%MAnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%BACnot top 5

Held in common19.5%

End-of-day Nov 5, 2026 · share of each fund

XLF vs VIG Returns, Every Period

SPDRXLF

+9.2%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

XLFVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XLF vs XLE

YTD

SPDRXLF

+6.3%

XLESPDR

+40.6%

+6.3%Year to date+40.6%

−14.8%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.3%

1.4%Yield2.5%

$53.8BAssets$44.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLF, VIG, XLE

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLF0.08%$8

XLE0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XLF, VIG, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VIG1.49%$149

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VIG$149 − $4 = $145

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XLF, VIG, XLE

Today

19.5%most shared, XLF and VIG

XLFVIGXLE

XLF—19.5%0.0%

VIG19.5%—3.5%

XLE0.0%3.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

VIGWorst drop−7.9%10.8% vol

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLEVIG

+40.6%Year to date+12.5%

2.5%Yield1.5%

+45.4%Past year+15.2%

0.08%Fee0.04%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026