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

In the year to Oct 28, 2026, with distributions reinvested, IVV returned +13.7% and XLE +61.2%.

Which is cheaper, IVV or XLE?

IVV 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 IVV and XLE overlap with the S&P 500?

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

Data as of Oct 28, 2026.

Across categories

IVV vs XLE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IVV returned +13.7% to XLE's +61.2%; 4% of their weight is in the same names.

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Net assets on Oct 27, 2026: $885.1bn for iShares Core S&P 500 ETF and $45.2bn for State Street Energy Select Sector SPDR ETF.

IVV on its own →XLE on its own →

At a glance

+13.7%

IVV total return, 1 year

+61.2%

XLE total return, 1 year

0.03%

IVV expense ratio

0.08%

XLE expense ratio

Pair scorecard

IVV costs 0.05 points a year less; their one-year returns differ by 47.5 points; IVV is 19.6 times larger.

IVV vs XLE: Differences, Returns & Fees
Measure	IVV	XLE
Return
Measure	IVV	XLE
Total return, 1 year	+13.7%	+61.2%
Benchmark
Measure	IVV	XLE
What it tracks	S&P 500	Energy Select Sector Index
Cost and size
Measure	IVV	XLE
Expense ratio	0.03%	0.08%
Net assets, as of Oct 27, 2026	$885.1bn	$45.2bn
Holdings
Measure	IVV	XLE
Holdings in common	4%
Top ten holdings, share of the fund	38.1%	78.1%

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

What they share

By the books each fund has filed, IVV and XLE hold 4% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

4% in common

Positions both hold · largest shared weight first IVV XLE

EXXONMOBIL HOLDINGS CORP 1.11% 23.98%

CHEVRON 0.68% 18.21%

CONOCOPHILLIPS 0.27% 7.18%

MARATHON PETROLEUM 0.18% 4.67%

VALERO ENERGY CORP 0.17% 4.26%

PHILLIPS 66 0.16% 4.41%

WILLIAMS 0.14% 4.22%

EOG RESOURCES 0.13% 4.07%

SLB 0.12% 3.86%

KINDER MORGAN 0.10% 3.19%

TARGA RESOURCES 0.10% 3.12%

ONEOK 0.09% 2.91%

Only in one fund ↓

Only in IVV

NVIDIA 7.92%

APPLE 7.61%

MICROSOFT 5.93%

AMAZON.COM INC 3.73%

ALPHABET CLASS A 2.83%

BROADCOM INC 2.45%

ALPHABET CLASS C 2.26%

META PLATFORMS CLASS A 2.05%

Only in XLE

XAE ENERGY DEC26 0.01%

Check overlap with more funds →

Side by side

IVV iShares Core S&P 500 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 500 Tracks an index of Energy

Total return, 1 year +13.7% +61.2%

Its benchmark over the same days +13.6% (SPY) not measured

Gap to its benchmark +0.1 pts vs SPY not measured

Expense ratio 0.03% 0.08%

Already in the S&P 500 99.8% 99.8%

Holdings 505 22

Net assets, as of Oct 27, 2026 $885.1bn $45.2bn

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

Alert

About each fund

IVV

IVV tracks the S&P 500. Over the year to Oct 28, 2026 it returned +13.7% with distributions reinvested, against +13.6% for its benchmark, the S&P 500. The prospectus expense ratio is 0.03% 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 505 positions, with the top ten at 38.1%.

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, IVV or XLE?: In the year to Oct 28, 2026, with distributions reinvested, IVV returned +13.7% and XLE +61.2%.
Which is cheaper, IVV or XLE?: IVV 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 IVV and XLE overlap with the S&P 500?: By their latest filed holdings, 100% of IVV and 100% of XLE by weight is stocks the S&P 500 already holds.

Other comparisons

IVV vs VDE IVV vs XOP IVV vs IYE IVV vs XLV SPY vs XLE VOO vs XLE VTI vs XLE RDVY vs XLE

Where to next

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

Sources and dates

IVV filings on SEC EDGAR ↗

IVV prospectus with the expense ratio (SEC) ↗

iShares page for IVV ↗

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

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