Compare · 3 funds side by side · dividends reinvested

XRT, XLE and VNQ

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

02 / 04

XRT, XLE and VNQ, 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

Vanguard Real Estate ETFSectors · Real estate0.13%3.50%+13.1%+13.7%+13.0%+1.5%−11.4%14.3%$35.9B1.9

State Street SPDR S&P Retail ETFSectors · Consumer0.35%0.80%+9.5%+18.8%+16.8%+0.8%−13.5%21.5%$591M2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: XRT 2006 · XLE 1998 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Retail ETF · $591M$10,408

XRT

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

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

XRTMeasureXLE

+9.5%Year to dateJan 1 → Nov 9+41.3%

+18.8%1 yearTotal return+44.3%

+16.8%3 years · per year$10,000 became $15,936 · $15,555+15.9%

+0.8%5 years · per year$10,000 became $10,408 · $25,271+20.4%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

0.80%Trailing 12-mo yield$80 · $246 a year on $10k2.46%

−13.5%Worst dropSmaller is better−15.0%

21.5%VolatilityLower is calmer23.3%

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

3–5XLE wins

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

More Ways to See the Pairs

XRT vs XLE: Top 5 Holdings

Today

XRT

9.0%in top 5

XLE

in top 559.6%

XRTStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

not top 5COP7.3%

not top 5PSX4.5%

not top 5MPC4.4%

1.9%VSXYnot top 5

1.8%REALnot top 5

1.8%UPBDnot top 5

1.7%KSSnot top 5

1.7%ASOnot top 5

Held in common0.0%

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

XRT vs XLE Returns, Every Period

SPDRXRT

+0.8%

5 years, per year

XLESPDR

+20.4%

5 years, per year

XRTXLEFaded: behind in that period

1–3XLE wins

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

XRT vs VNQ

YTD

SPDRXRT

+9.5%

VNQVanguard

+13.1%

+9.5%Year to date+13.1%

−13.5%Worst drop · 1Y−11.4%

21.5%Volatility · 1Y14.3%

0.8%Yield3.5%

$591MAssets$35.9B

4–0VNQ wins

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

Cost, Income and Risk

Fees: XRT, XLE, VNQ

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VNQ0.13%$13

XRT0.35%$35

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

Yields: XRT, XLE, VNQ

3.50%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.50%$350

XLE2.46%$246

XRT0.80%$80

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

Income After Fees on $10,000

$337most kept, VNQ

VNQ$350 − $13 = $337

XLE$246 − $8 = $238

XRT$80 − $35 = $45

KeptFee

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

Overlap: XRT, XLE, VNQ

Today

0.0%most shared, XRT and XLE

XRTXLEVNQ

XRT—0.0%0.0%

XLE0.0%—0.0%

VNQ0.0%0.0%—

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

VNQWorst drop−11.4%14.3% vol

XRTWorst drop−13.5%21.5% 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

VNQXLE

+13.1%Year to date+41.3%

3.5%Yield2.5%

+13.7%Past year+44.3%

0.13%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.2B

1–1level

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