Compare · 3 funds side by side · dividends reinvested

XLF, XSW and XLE

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,671XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.37% · $237 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%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$40.9B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.1B1.6

State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+10.6%+7.6%+17.7%+2.5%−30.6%31.2%$516M2.9

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

End-of-day Nov 12, 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 SPDR S&P Software & Services ETF · $516M$11,326

XSW

XLE

State Street Energy Select Sector SPDR ETF · $40.9B$26,671

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

XSWMeasure

More Ways to See the Pairs

XSW vs XLE: Top 5 Holdings

Today

XSW

6.1%in top 5

XLE

in top 558.8%

XSWStockXLE

not top 5XOM24.0%

not top 5CVX18.4%

not top 5COP7.2%

not top 5MPC4.7%

not top 5PSX4.6%

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 12, 2026 · fee on $10,000 a year

Yields: XLF, XSW, XLE

1Y

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

+46.7%Year to date+44.8%

2.4%Yield2.3%

$40.9BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

XLE

+10.6%Year to dateJan 1 → Nov 12+46.7%

+7.6%1 yearTotal return+44.6%

+17.7%3 years · per year$10,000 became $16,288 · $16,880+19.1%

+2.5%5 years · per year$10,000 became $11,326 · $26,671+21.7%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $237 a year on $10k2.37%

−30.6%Worst dropSmaller is better−15.0%

31.2%VolatilityLower is calmer23.4%

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

0–8XLE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.4%BRZEnot top 5

1.3%GDYNnot top 5

1.2%VIAnot top 5

1.1%APPNnot top 5

1.1%NTSKnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

XSW vs XLE Returns, Every Period

5Y

SPDRXSW

+2.5%

5 years, per year

XLESPDR

+21.7%

5 years, per year

XSWXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

XSW vs XLE

YTD

SPDRXSW

+10.6%

XLESPDR

+46.7%

+10.6%Year to date+46.7%

−30.6%Worst drop · 1Y−15.0%

31.2%Volatility · 1Y23.4%

0.0%Yield2.4%

$516MAssets$40.9B

4–0XLE wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

2.37%highest, XLE

FundTrailing yieldYield$10k

XLE2.37%$237

XLF1.42%$142

XSW0.00%$0

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

Income After Fees on $10,000

1Y

$229most kept, XLE

XLE$237 − $8 = $229

XLF$142 − $8 = $134

XSW$0 − $35 = −$35

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+44.6%XLE, at 23.4% volatility

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.4% vol

XSWWorst drop−30.6%31.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXSW

+46.7%Year to date+10.6%

2.4%Yield0.0%

+44.6%Past year+7.6%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 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