SPY vs XLE

ASPY

BXLE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,379XLE · SPY $18,060

Lowest cost0.08%XLE · $8 on $10k

Most income2.40%XLE · $240 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common3.7%SPY and XLE

SPY

XLE

State Street SPDR S&P 500 ETF · $805BState Street Energy Select Sector SPDR ETF · $44.1B

+24.1%3 years · per year$19,132 · $16,447+18.0%

+12.6%5 years · per year$18,060 · $26,379+21.4%

0.09%Expense ratio$9 · $8 on $10k · lower wins0.08%

0.99%12-mo yield$99 · $240 on $10k2.40%

−8.9%Worst dropSmaller wins−15.0%

12.9%VolatilityLower wins23.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · XLE

1.1%XOM24.2%

0.7%CVX18.4%

0.3%COP7.2%

0.2%MPC4.7%

Held in common3.7%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs XLE

SPY

SPDR S&P 500

$18,060

XLE

Energy Select Sector SPDR

$26,379

MeasureSPYXLE

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield0.99%2.40%

5 years, per year+12.6%+21.4%

3 years, per year+24.1%+18.0%

Worst drop · 1Y−8.9%−15.0%

Volatility · 1Y12.9%23.2%

3–3measures won
level

3.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SPY, XLE

Today

3.7%most shared, SPY and XLE

SPYXLE

SPY—3.7%

XLE3.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee