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

In the year to Oct 28, 2026, with distributions reinvested, ITOT returned +13.4% and XLE +61.2%.

Which is cheaper, ITOT or XLE?

ITOT is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 88% of ITOT and 100% of XLE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

ITOT vs XLE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, ITOT returned +13.4% to XLE's +61.2%; 3% of their weight is in the same names.

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Net assets on Oct 27, 2026: $97.1bn for iShares Core S&P Total U.S. Stock Market ETF and $45.2bn for State Street Energy Select Sector SPDR ETF.

ITOT on its own →XLE on its own →

At a glance

+13.4%

ITOT total return, 1 year

+61.2%

XLE total return, 1 year

0.03%

ITOT expense ratio

0.08%

XLE expense ratio

Pair scorecard

ITOT costs 0.05 points a year less; their one-year returns differ by 47.8 points; ITOT is 2.1 times larger.

ITOT vs XLE: Differences, Returns & Fees
Measure	ITOT	XLE
Return
Measure	ITOT	XLE
Total return, 1 year	+13.4%	+61.2%
Benchmark
Measure	ITOT	XLE
What it tracks	S&P Total Market Index (TMI)	Energy Select Sector Index
Cost and size
Measure	ITOT	XLE
Expense ratio	0.03%	0.08%
Net assets, as of Oct 27, 2026	$97.1bn	$45.2bn
Holdings
Measure	ITOT	XLE
Holdings in common	3%
Top ten holdings, share of the fund	33.9%	78.1%

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

What they share

By the books each fund has filed, ITOT and XLE hold 3% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

3% in common

Positions both hold · largest shared weight first ITOT XLE

EXXONMOBIL HOLDINGS CORP 0.99% 23.98%

CHEVRON 0.60% 18.21%

CONOCOPHILLIPS 0.24% 7.18%

MARATHON PETROLEUM 0.16% 4.67%

VALERO ENERGY CORP 0.15% 4.26%

PHILLIPS 66 0.14% 4.41%

WILLIAMS 0.12% 4.22%

EOG RESOURCES 0.11% 4.07%

SLB 0.11% 3.86%

KINDER MORGAN 0.09% 3.19%

TARGA RESOURCES 0.09% 3.12%

BAKER HUGHES CLASS A 0.08% 2.82%

Only in one fund ↓

Only in ITOT

NVIDIA 7.06%

APPLE 6.78%

MICROSOFT 5.28%

AMAZON.COM INC 3.32%

ALPHABET CLASS A 2.52%

BROADCOM INC 2.18%

ALPHABET CLASS C 2.02%

META PLATFORMS CLASS A 1.83%

Only in XLE

XAE ENERGY DEC26 0.01%

Check overlap with more funds →

Side by side

ITOT iShares Core S&P Total U.S. Stock Market 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 Total U.S. Stock Market Tracks an index of Energy

Total return, 1 year +13.4% +61.2%

Expense ratio 0.03% 0.08%

Already in the S&P 500 88.1% 99.8%

Holdings 2443 22

Net assets, as of Oct 27, 2026 $97.1bn $45.2bn

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

Alert

About each fund

ITOT

ITOT tracks the S&P Total U.S. Stock Market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer for Oct 27, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,443 positions, with the top ten at 33.9%.

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, ITOT or XLE?: In the year to Oct 28, 2026, with distributions reinvested, ITOT returned +13.4% and XLE +61.2%.
Which is cheaper, ITOT or XLE?: ITOT is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do ITOT and XLE overlap with the S&P 500?: By their latest filed holdings, 88% of ITOT and 100% of XLE by weight is stocks the S&P 500 already holds.

Other comparisons

ITOT vs VDE ITOT vs XOP ITOT vs IYE ITOT vs XLV VIG vs XLE SCHX vs XLE SPYM vs XLE IWB vs XLE

Where to next

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

Sources and dates

ITOT filings on SEC EDGAR ↗

ITOT prospectus with the expense ratio (SEC) ↗

iShares page for ITOT ↗

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

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