XLE vs VTV

AXLE

BVTV

Measures won2–4VTV 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%XLE and VTV

XLE

VTV

State Street Energy Select Sector SPDR ETF · $44.1BVanguard Morningstar Value ETF · $184B

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

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

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

2.47%12-mo yield$247 · $186 on $10k1.86%

−15.0%Worst dropSmaller wins−6.4%

23.3%VolatilityLower wins10.7%

2–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · VTV

24.3%XOM2.6%

18.6%CVX1.5%

7.1%COP0.6%

4.3%VLO0.4%

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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	BVTV	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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	BVTV	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

XLE vs VTV

XLE

Energy Select Sector SPDR

$25,404

VTV

Vanguard Morningstar Value

$17,626

MeasureXLEVTV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield2.47%1.86%

5 years, per year+20.5%+12.0%

3 years, per year+16.7%+21.3%

Worst drop · 1Y−15.0%−6.4%

Volatility · 1Y23.3%10.7%

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$15.9B

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%

$44.1BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: XLE, VTV

Today

7.9%most shared, XLE and VTV

XLEVTV

XLE—7.9%

VTV7.9%—

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