XLE vs SPY

AXLE

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,568XLE · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common3.5%XLE and SPY

XLE

SPY

State Street Energy Select Sector SPDR ETF · $40.5BState Street SPDR S&P 500 ETF · $778B

+16.8%3 years · per year$15,939 · $18,039+21.7%

+20.7%5 years · per year$25,568 · $17,118+11.3%

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

2.47%12-mo yield$247 · $103 on $10k1.03%

−15.0%Worst dropSmaller wins−8.9%

23.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · SPY

24.4%XOM1.1%

18.8%CVX0.7%

7.3%COP0.3%

4.5%MPC0.2%

Held in common3.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

End-of-day Nov 6, 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

$25,569

SPY

SPDR S&P 500

$17,118

MeasureXLESPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield2.47%1.03%

5 years, per year+20.7%+11.3%

3 years, per year+16.8%+21.7%

Worst drop · 1Y−15.0%−8.9%

Volatility · 1Y23.3%13.6%

3–3measures won
level

3.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: XLE, SPY, IVV

Today

99.9%most shared, SPY and IVV

XLESPYIVV

XLE—3.5%3.5%

SPY3.5%—99.9%

IVV3.5%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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