Compare · 3 funds side by side · dividends reinvested

XLV, VTV 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

XLV, VTV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.8

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$41.6B1.8

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.36%+22.8%+26.7%+15.4%+8.7%−10.5%16.8%$50.5B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: XLV 1998 · VTV 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Health Care Select Sector SPDR ETF · $50.5B$15,163

XLV

VTV

Vanguard Morningstar Value ETF · $184B$17,885

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

XLVMeasure

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XLV vs VTV: Top 5 Holdings

Today

XLV

44.9%in top 5

VTV

in top 515.8%

XLVStockVTV

16.8%LLYnot top 5

9.9%JNJ2.4%

7.6%ABBVnot top 5

5.3%MRKnot top 5

5.3%UNHnot top 5

Cost, Income and Risk

Fees: XLV, VTV, XLE

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XLV0.08%$8

XLE0.08%$8

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: XLV, VTV, XLE

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

VTV

+22.8%Year to dateJan 1 → Nov 12+21.7%

+26.7%1 yearTotal return+24.0%

+15.4%3 years · per year$10,000 became $15,385 · $17,795+21.2%

+8.7%5 years · per year$10,000 became $15,163 · $17,885+12.3%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.36%Trailing 12-mo yield$136 · $182 a year on $10k1.82%

−10.5%Worst dropSmaller is better−6.4%

16.8%VolatilityLower is calmer10.8%

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

2–6VTV wins

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

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

Held in common16.7%

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

XLV vs VTV Returns, Every Period

5Y

SPDRXLV

+8.7%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

XLVVTVFaded: behind in that period

2–2Level

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

XLV vs XLE

YTD

SPDRXLV

+22.8%

XLESPDR

+46.7%

+22.8%Year to date+46.7%

−10.5%Worst drop · 1Y−15.0%

16.8%Volatility · 1Y23.4%

1.4%Yield2.4%

$50.5BAssets$41.6B

2–2level

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

2.37%highest, XLE

FundTrailing yieldYield$10k

XLE2.37%$237

VTV1.82%$182

XLV1.36%$136

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

Income After Fees on $10,000

1Y

$229most kept, XLE

XLE$237 − $8 = $229

VTV$182 − $3 = $179

XLV$136 − $8 = $128

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XLV, VTV, XLE

Today

16.7%most shared, XLV and VTV

XLVVTVXLE

XLV—16.7%0.0%

VTV16.7%—7.9%

XLE0.0%7.9%—

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

VTVWorst drop−6.4%10.8% vol

XLVWorst drop−10.5%16.8% vol

XLEWorst drop−15.0%23.4% vol

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

Paid More vs Made More

YTD

XLEXLV

+46.7%Year to date+22.8%

2.4%Yield1.4%

+44.6%Past year+26.7%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 12, 2026

+46.7%Year to date+44.8%

2.4%Yield2.3%

$41.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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XLV, VTV and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three