Compare · 3 funds side by side · dividends reinvested

XLRE, XLF 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

XLRE, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.28%+11.6%+11.3%+13.6%+1.8%−11.1%14.7%$8.6B1.8

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.1

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: XLRE 2015 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Real Estate Select Sector SPDR ETF · $8.6B$10,907

XLRE

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

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

XLREMeasureXLF

+11.6%Year to dateJan 1 → Nov 6+5.7%

+11.3%1 yearTotal return+10.4%

+13.6%3 years · per year$10,000 became $14,657 · $18,391+22.5%

+1.8%5 years · per year$10,000 became $10,907 · $15,474+9.1%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

3.28%Trailing 12-mo yield$328 · $144 a year on $10k1.44%

−11.1%Worst dropSmaller is better−14.8%

14.7%VolatilityLower is calmer15.3%

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

5–2XLRE wins

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

More Ways to See the Pairs

XLRE vs XLF: Top 5 Holdings

Today

XLRE

36.9%in top 5

XLF

in top 543.7%

XLREStockXLF

not top 5BRK-B13.2%

11.6%WELLnot top 5

not top 5JPM11.1%

not top 5V8.9%

8.0%PLDnot top 5

not top 5MA6.5%

6.4%EQIXnot top 5

5.9%AMTnot top 5

5.1%PSAnot top 5

not top 5BAC4.0%

Held in common0.0%

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

XLRE vs XLF Returns, Every Period

SPDRXLRE

+1.8%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

XLREXLFFaded: behind in that period

2–2Level

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

XLRE vs XLE

YTD

SPDRXLRE

+11.6%

XLESPDR

+40.6%

+11.6%Year to date+40.6%

−11.1%Worst drop · 1Y−15.0%

14.7%Volatility · 1Y23.3%

3.3%Yield2.5%

$8.6BAssets$42.0B

3–1XLRE wins

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

Cost, Income and Risk

Fees: XLRE, XLF, XLE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

XLF0.08%$8

XLE0.08%$8

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

Yields: XLRE, XLF, XLE

3.28%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.28%$328

XLE2.47%$247

XLF1.44%$144

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

Income After Fees on $10,000

$320most kept, XLRE

XLRE$328 − $8 = $320

XLE$247 − $8 = $239

XLF$144 − $8 = $136

KeptFee

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

Overlap: XLRE, XLF, XLE

Today

0.0%most shared, XLRE and XLF

XLREXLFXLE

XLRE—0.0%0.0%

XLF0.0%—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

XLREWorst drop−11.1%14.7% vol

XLFWorst drop−14.8%15.3% 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

XLREXLE

+11.6%Year to date+40.6%

3.3%Yield2.5%

+11.3%Past year+45.0%

0.08%Fee0.08%

2–1XLE 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%

$42.0BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026