VTV vs XLE

AVTV

BXLE

Measures won4–2VTV wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · VTV $17,626

Lowest cost0.03%VTV · $3 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common7.9%VTV and XLE

VTV

XLE

Vanguard Morningstar Value ETF · $184BState Street Energy Select Sector SPDR ETF · $42.0B

+21.3%3 years · per year$17,832 · $15,905+16.7%

+12.0%5 years · per year$17,626 · $25,404+20.5%

0.03%Expense ratio$3 · $8 on $10k · lower wins0.08%

1.86%12-mo yield$186 · $247 on $10k2.47%

−6.4%Worst dropSmaller wins−15.0%

10.7%VolatilityLower wins23.3%

4–2VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · XLE

2.6%XOM24.3%

1.5%CVX18.6%

0.6%COP7.1%

0.4%VLO4.3%

Held in common7.9%

End-of-day Nov 5, 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%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B

End-of-day Nov 5, 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%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B

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

Cards for this view

VTV vs XLE

VTV

Vanguard Morningstar Value

$17,626

XLE

Energy Select Sector SPDR

$25,404

MeasureVTVXLE

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.86%2.47%

5 years, per year+12.0%+20.5%

3 years, per year+21.3%+16.7%

Worst drop · 1Y−6.4%−15.0%

Volatility · 1Y10.7%23.3%

4–2measures won
VTV first

7.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: VTV, XLE

Today

7.9%most shared, VTV and XLE

VTVXLE

VTV—7.9%

XLE7.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VTV$186 − $3 = $183

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee