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XLE and IYE share 89.4% of their holdings.
| Side by side | OIH | XLE | IYE |
|---|---|---|---|
| Strategy | Unsorted | Sectors · Energy | Sectors · Energy |
| Expense ratio | 0.35% | 0.08% | 0.37% |
| Cost per year on $10k | $35 | $8 | $37 |
| Trailing 12-mo yield | 1.19% | 2.22% | 1.87% |
| Income per year on $10k | $119 | $222 | $187 |
| YTD | +43.2% | +56.7% | +54.7% |
| 1 year | +49.3% | +61.8% | +59.4% |
| 3 years · per year | +8.7% | +19.9% | +19.5% |
| 5 years · per year | +14.6% | +23.3% | +21.9% |
| Worst drop · 1Y | −20.8% | −15.0% | −14.5% |
| Volatility · 1Y | 29.7% | 22.1% | 21.6% |
| Holdings | 26 | 21 | 40 |
| Assets | $1.9B | $45.3B | $1.8B |
| Leverage | None | None | None |
| Since | 2011 | 1998 | 2000 |
Highlighted = best in the row. Returns include dividends.