Which returned more over the last year, IJR or XLE?

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and XLE +61.2%.

Which is cheaper, IJR or XLE?

IJR is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IJR and XLE overlap with the S&P 500?

By their latest filed holdings, 0% of IJR and 100% of XLE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJR vs XLE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to XLE's +61.2%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $104.6bn for iShares Core S&P Small-Cap ETF and $45.2bn for State Street Energy Select Sector SPDR ETF.

IJR on its own →XLE on its own →

At a glance

+17.5%

IJR total return, 1 year

+61.2%

XLE total return, 1 year

0.06%

IJR expense ratio

0.08%

XLE expense ratio

Pair scorecard

IJR costs 0.02 points a year less; their one-year returns differ by 43.7 points; IJR is 2.3 times larger.

IJR vs XLE: Differences, Returns & Fees
Measure	IJR	XLE
Return
Measure	IJR	XLE
Total return, 1 year	+17.5%	+61.2%
Drawdown
Measure	IJR	XLE
Below its high	6.8%, high on Aug 14, 2026
Benchmark
Measure	IJR	XLE
What it tracks	S&P SmallCap 600	Energy Select Sector Index
Cost and size
Measure	IJR	XLE
Expense ratio	0.06%	0.08%
Net assets, as of Oct 27, 2026	$104.6bn	$45.2bn
Holdings
Measure	IJR	XLE
Holdings in common	0%
Top ten holdings, share of the fund	5.3%	78.1%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, IJR and XLE hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IJR XLE

Only in one fund ↓

Only in IJR

GLAUKOS 0.61%

PAYCOM SOFTWARE 0.57%

MATCH GROUP INC 0.57%

VIASAT INC 0.55%

SM ENERGY 0.53%

PROTAGONIST THERAPEUTICS 0.52%

RYMAN HOSPITALITY PROPERTIES REIT 0.51%

JACKSON FINANCIAL CLASS A 0.48%

Only in XLE

EXXONMOBIL HOLDINGS CORP 23.98%

CHEVRON CORP 18.21%

CONOCOPHILLIPS 7.18%

MARATHON PETROLEUM CORP 4.67%

PHILLIPS 66 4.41%

VALERO ENERGY CORP 4.26%

WILLIAMS COS INC 4.22%

EOG RESOURCES INC 4.07%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF XLE State Street Energy Select Sector SPDR ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks the S&P SmallCap 600 Tracks an index of Energy

Total return, 1 year +17.5% +61.2%

Its benchmark over the same days +17.6% (SPSM) not measured

Gap to its benchmark −0.1 pts vs SPSM not measured

Expense ratio 0.06% 0.08%

Already in the S&P 500 0.0% 99.8%

Holdings 642 22

Net assets, as of Oct 27, 2026 $104.6bn $45.2bn

IJR and XLE on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IJR

IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 642 positions, with the top ten at 5.3%. It sat 6.8% below its high of Aug 14, 2026 on Oct 28, 2026.

XLE

XLE tracks an index of Energy. Over the year to Oct 28, 2026 it returned +61.2% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 22 positions, with the top ten at 78.1%.

Questions people ask

Which returned more over the last year, IJR or XLE?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and XLE +61.2%.
Which is cheaper, IJR or XLE?: IJR is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJR and XLE overlap with the S&P 500?: By their latest filed holdings, 0% of IJR and 100% of XLE by weight is stocks the S&P 500 already holds.

Other comparisons

IJR vs XOP IJR vs VDE IJR vs IYE IJR vs XLV VB vs XLE IWM vs XLE VTWO vs XLE IJT vs XLE

Where to next

IJR on its own →XLE on its own →Hold both: look the portfolio through →Rankings →IJR dividend history →IJR holdings →XLE dividend history →XLE holdings →Standards and sources →

Sources and dates

IJR filings on SEC EDGAR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

XLE filings on SEC EDGAR ↗

XLE prospectus with the expense ratio (SEC) ↗

State Street website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IJR against XLE, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijr-vs-xle

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.