Data as of Oct 28, 2026.

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IWO vs XLE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWO returned +7.9% to XLE's +61.2%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $14.0bn for iShares Russell 2000 Growth ETF and $45.2bn for State Street Energy Select Sector SPDR ETF.

At a glance
+7.9%
IWO total return, 1 year
+61.2%
XLE total return, 1 year
0.24%
IWO expense ratio
0.08%
XLE expense ratio

Pair scorecard

XLE costs 0.16 points a year less; their one-year returns differ by 53.3 points; XLE is 3.2 times larger.

IWO vs XLE: Differences, Returns & Fees
MeasureIWOXLE
Return
Total return, 1 year+7.9%+61.2%
Drawdown
Below its high9.9%, high on Aug 14, 2026
Benchmark
What it tracksRussell 2000 Growth IndexEnergy Select Sector Index
Cost and size
Expense ratio0.24%0.08%
Net assets, as of Oct 27, 2026$14.0bn$45.2bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund6.4%78.1%

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

What they share

0%

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

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IWO XLE
Only in one fund ↓
Only in IWO
JFROG 0.74%
TWIST BIOSCIENCE 0.71%
GLAUKOS 0.70%
MOOG INC CLASS A 0.68%
BRIGHTSPRING HEALTH SERVICES INC 0.66%
10X GENOMICS CLASS A 0.61%
RYMAN HOSPITALITY PROPERTIES REIT 0.60%
INTERDIGITAL INC 0.58%
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%
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Side by side

IWO iShares Russell 2000 Growth ETF XLE State Street Energy Select Sector SPDR ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the Russell 2000 Growth Tracks an index of Energy
Total return, 1 year +7.9% +61.2%
Its benchmark over the same days +8.0% (VTWG) not measured
Gap to its benchmark −0.1 pts vs VTWG not measured
Expense ratio 0.24% 0.08%
Already in the S&P 500 0.0% 99.8%
Holdings 1122 22
Net assets, as of Oct 27, 2026 $14.0bn $45.2bn

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

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About each fund
IWO

IWO tracks the Russell 2000 Growth. Over the year to Oct 28, 2026 it returned +7.9% with distributions reinvested, against +8.0% for its benchmark, the Russell 2000 Growth Index. The prospectus expense ratio is 0.24% 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 1,122 positions, with the top ten at 6.4%. It sat 9.9% 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, IWO or XLE?
In the year to Oct 28, 2026, with distributions reinvested, IWO returned +7.9% and XLE +61.2%.
Which is cheaper, IWO or XLE?
XLE is cheaper, by 0.16 percentage points a year. That is about $16 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWO and XLE overlap with the S&P 500?
By their latest filed holdings, 0% of IWO and 100% of XLE by weight is stocks the S&P 500 already holds.
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ETFIQ, IWO against XLE, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwo-vs-xle

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