XLE vs SPY

AXLE

BSPY

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%XLE and SPY

XLE

SPY

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

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

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

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

2.40%12-mo yield$240 · $99 on $10k0.99%

−15.0%Worst dropSmaller wins−8.9%

23.2%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · SPY

24.2%XOM1.1%

18.4%CVX0.7%

7.2%COP0.3%

4.7%MPC0.2%

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	AXLE	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	BSPY	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	AXLE	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	BSPY	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

XLE vs SPY

XLE

Energy Select Sector SPDR

$26,379

SPY

SPDR S&P 500

$18,060

MeasureXLESPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield2.40%0.99%

5 years, per year+21.4%+12.6%

3 years, per year+18.0%+24.1%

Worst drop · 1Y−15.0%−8.9%

Volatility · 1Y23.2%12.9%

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: XLE, SPY

Today

3.7%most shared, XLE and SPY

XLESPY

XLE—3.7%

SPY3.7%—

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