Compare · 3 funds side by side · dividends reinvested

XLV, SPY and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

XLV, SPY and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.8

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: XLV 1998 · SPY 1993 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Health Care Select Sector SPDR ETF · $49.7B$15,284

XLV

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

XLVMeasureSPY

+23.2%Year to dateJan 1 → Nov 9+11.2%

+31.2%1 yearTotal return+13.5%

+16.0%3 years · per year$10,000 became $15,616 · $18,118+21.9%

+8.9%5 years · per year$10,000 became $15,284 · $17,493+11.8%

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

1.35%Trailing 12-mo yield$135 · $101 a year on $10k1.01%

−10.5%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLV vs SPY: Top 5 Holdings

Today

XLV

44.5%in top 5

SPY

in top 527.8%

XLVStockSPY

16.2%LLYnot top 5

9.9%JNJnot top 5

not top 5AAPL7.9%

7.7%ABBVnot top 5

not top 5NVDA7.1%

not top 5MSFT6.2%

5.4%MRKnot top 5

5.3%UNHnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common10.5%

End-of-day Nov 9, 2026 · share of each fund

XLV vs SPY Returns, Every Period

SPDRXLV

+8.9%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

XLVSPYFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

XLV vs XLE

YTD

SPDRXLV

+23.2%

XLESPDR

+41.3%

+23.2%Year to date+41.3%

−10.5%Worst drop · 1Y−15.0%

16.9%Volatility · 1Y23.3%

1.4%Yield2.5%

$49.7BAssets$40.5B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLV, SPY, XLE

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

XLE0.08%$8

SPY0.09%$9

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XLV, SPY, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

XLV1.35%$135

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XLV$135 − $8 = $127

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XLV, SPY, XLE

Today

10.5%most shared, XLV and SPY

XLVSPYXLE

XLV—10.5%0.0%

SPY10.5%—3.5%

XLE0.0%3.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

SPYWorst drop−8.9%13.7% vol

XLVWorst drop−10.5%16.9% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLV

+41.3%Year to date+23.2%

2.5%Yield1.4%

+44.3%Past year+31.2%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026