Compare · 3 funds side by side · dividends reinvested

XSW, XLF 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

XSW, XLF 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%$40.5B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B1.6

State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+8.3%+4.5%+19.4%+2.3%−30.6%31.1%$500M2.8

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: XSW 2011 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Software & Services ETF · $500M$11,226

XSW

XLF

State Street Financial Select Sector SPDR ETF · $54.5B$15,474

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

XSWMeasureXLF

+8.3%Year to dateJan 1 → Nov 6+5.7%

+4.5%1 yearTotal return+10.4%

+19.4%3 years · per year$10,000 became $17,037 · $18,391+22.5%

+2.3%5 years · per year$10,000 became $11,226 · $15,474+9.1%

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

0.00%Trailing 12-mo yield$0 · $144 a year on $10k1.44%

−30.6%Worst dropSmaller is better−14.8%

31.1%VolatilityLower is calmer15.3%

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

1–7XLF wins

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

More Ways to See the Pairs

XSW vs XLF: Top 5 Holdings

Today

XSW

6.1%in top 5

XLF

in top 543.7%

XSWStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

1.4%BRZEnot top 5

1.3%GDYNnot top 5

1.2%APPNnot top 5

1.1%PTCnot top 5

1.1%ACNnot top 5

Held in common0.0%

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

XSW vs XLF Returns, Every Period

SPDRXSW

+2.3%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

XSWXLFFaded: behind in that period

1–3XLF wins

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

XSW vs XLE

YTD

SPDRXSW

+8.3%

XLESPDR

+40.6%

+8.3%Year to date+40.6%

−30.6%Worst drop · 1Y−15.0%

31.1%Volatility · 1Y23.3%

0.0%Yield2.5%

$500MAssets$40.5B

4–0XLE wins

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

Cost, Income and Risk

Fees: XSW, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

XSW0.35%$35

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

Yields: XSW, XLF, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLF1.44%$144

XSW0.00%$0

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLF$144 − $8 = $136

XSW$0 − $35 = −$35

KeptFee

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

Overlap: XSW, XLF, XLE

Today

0.0%most shared, XSW and XLF

XSWXLFXLE

XSW—0.0%0.0%

XLF0.0%—0.0%

XLE0.0%0.0%—

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

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

XSWWorst drop−30.6%31.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXSW

+40.6%Year to date+8.3%

2.5%Yield0.0%

+45.0%Past year+4.5%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026