Compare · 3 funds side by side · dividends reinvested

XLV, IWF 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

XLV, IWF 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%$42.0B1.6

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$50.9B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLV 1998 · IWF 2000 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Health Care Select Sector SPDR ETF · $50.9B$14,979

XLV

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 6.0% in common

XLVMeasureIWF

+20.9%Year to dateJan 1 → Nov 6−5.3%

+29.0%1 yearTotal return−6.5%

+15.9%3 years · per year$10,000 became $15,566 · $17,022+19.4%

+8.4%5 years · per year$10,000 became $14,979 · $15,442+9.1%

0.08%Expense ratio$8 · $18 a year on $10k · lower is better0.18%

1.38%Trailing 12-mo yield$138 · $39 a year on $10k0.39%

−10.5%Worst dropSmaller is better−14.6%

16.8%VolatilityLower is calmer19.4%

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

6–2XLV wins

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

More Ways to See the Pairs

XLV vs IWF: Top 5 Holdings

Today

XLV

44.4%in top 5

IWF

in top 539.8%

XLVStockIWF

16.3%LLYnot top 5

not top 5NVDA14.1%

9.8%JNJnot top 5

not top 5AAPL9.0%

7.6%ABBVnot top 5

not top 5MSFT6.6%

not top 5GOOGL5.5%

5.4%MRKnot top 5

5.3%UNHnot top 5

not top 5AVGO4.5%

Held in common6.0%

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

XLV vs IWF Returns, Every Period

SPDRXLV

+8.4%

5 years, per year

IWFiShares

+9.1%

5 years, per year

XLVIWFFaded: behind in that period

2–2Level

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

XLV vs XLE

YTD

SPDRXLV

+20.9%

XLESPDR

+40.6%

+20.9%Year to date+40.6%

−10.5%Worst drop · 1Y−15.0%

16.8%Volatility · 1Y23.3%

1.4%Yield2.5%

$50.9BAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: XLV, IWF, XLE

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

XLE0.08%$8

IWF0.18%$18

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

Yields: XLV, IWF, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLV1.38%$138

IWF0.39%$39

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLV$138 − $8 = $130

IWF$39 − $18 = $21

KeptFee

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

Overlap: XLV, IWF, XLE

Today

6.0%most shared, XLV and IWF

XLVIWFXLE

XLV—6.0%0.0%

IWF6.0%—0.5%

XLE0.0%0.5%—

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

XLVWorst drop−10.5%16.8% vol

IWFWorst drop−14.6%19.4% 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

XLEXLV

+40.6%Year to date+20.9%

2.5%Yield1.4%

+45.0%Past year+29.0%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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