Compare · 3 funds side by side · dividends reinvested

XLV, VUG 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, VUG 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%$50.9B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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 · VUG 2004 · 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

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

XLVMeasureVUG

+20.9%Year to dateJan 1 → Nov 6+1.4%

+29.0%1 yearTotal return+0.2%

+15.9%3 years · per year$10,000 became $15,566 · $18,415+22.6%

+8.4%5 years · per year$10,000 became $14,979 · $16,124+10.0%

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

1.38%Trailing 12-mo yield$138 · $42 a year on $10k0.42%

−10.5%Worst dropSmaller is better−15.1%

16.8%VolatilityLower is calmer19.0%

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

5–3XLV 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 VUG: Top 5 Holdings

Today

XLV

44.4%in top 5

VUG

in top 545.2%

XLVStockVUG

16.3%LLYnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

9.8%JNJnot top 5

not top 5MSFT9.7%

7.6%ABBVnot top 5

5.4%MRKnot top 5

5.3%UNHnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common4.1%

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

XLV vs VUG Returns, Every Period

SPDRXLV

+8.4%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

XLVVUGFaded: 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, VUG, XLE

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLV0.08%$8

XLE0.08%$8

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

Yields: XLV, VUG, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLV1.38%$138

VUG0.42%$42

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

VUG$42 − $3 = $39

KeptFee

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

Overlap: XLV, VUG, XLE

Today

4.1%most shared, XLV and VUG

XLVVUGXLE

XLV—4.1%0.0%

VUG4.1%—0.2%

XLE0.0%0.2%—

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

VUGWorst drop−15.1%19.0% 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