Compare · 3 funds side by side · dividends reinvested

XLF, XSW and XLE

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,622XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.45% · $245 a year on $10k

Story of the three · RiskSmallest drop

XLF, XSW and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.5B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B1.6

State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+9.7%+7.5%+17.8%+2.5%−30.6%31.1%$497M2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: XLF 1998 · XSW 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR ETF · $53.4B$15,733

XLF

XSW

State Street SPDR S&P Software & Services ETF · $497M$11,328

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

XLFMeasure

More Ways to See the Pairs

XLF vs XSW: Top 5 Holdings

Today

XLF

43.6%in top 5

XSW

in top 56.1%

XLFStockXSW

13.1%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, XSW, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

XSW0.35%$35

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

Yields: XLF, XSW, XLE

1Y

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.5BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

XSW

+7.7%Year to dateJan 1 → Nov 10+9.7%

+12.2%1 yearTotal return+7.5%

+21.8%3 years · per year$10,000 became $18,086 · $16,330+17.8%

+9.5%5 years · per year$10,000 became $15,733 · $11,328+2.5%

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

1.42%Trailing 12-mo yield$142 · $0 a year on $10k0.00%

−14.8%Worst dropSmaller is better−30.6%

15.3%VolatilityLower is calmer31.1%

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

7–1XLF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5BRZE1.4%

not top 5GDYN1.2%

not top 5VIA1.2%

not top 5NTSK1.1%

not top 5PTC1.1%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

XLF vs XSW Returns, Every Period

5Y

SPDRXLF

+9.5%

5 years, per year

XSWSPDR

+2.5%

5 years, per year

XLFXSWFaded: behind in that period

3–1XLF wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

XLF vs XLE

YTD

SPDRXLF

+7.7%

XLESPDR

+41.9%

+7.7%Year to date+41.9%

−14.8%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.3%

1.4%Yield2.4%

$53.4BAssets$40.5B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

2.45%highest, XLE

FundTrailing yieldYield$10k

XLE2.45%$245

XLF1.42%$142

XSW0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

XLF$142 − $8 = $134

XSW$0 − $35 = −$35

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: XLF, XSW, XLE

Today

0.0%most shared, XLF and XSW

XLFXSWXLE

XLF—0.0%0.0%

XSW0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+42.9%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

XSWWorst drop−30.6%31.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXSW

+41.9%Year to date+9.7%

2.4%Yield0.0%

+42.9%Past year+7.5%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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XLF, XSW and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three