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

In the year to Oct 28, 2026, with distributions reinvested, SDY returned +16.5% and XLE +61.2%.

Which is cheaper, SDY or XLE?

XLE is cheaper, by 0.27 percentage points a year. That is about $27 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 84% of SDY and 100% of XLE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

SDY vs XLE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, SDY returned +16.5% to XLE's +61.2%; 4% of their weight is in the same names.

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Net assets on Oct 27, 2026: $21.9bn for State Street SPDR S&P Dividend ETF and $45.2bn for State Street Energy Select Sector SPDR ETF.

SDY on its own →XLE on its own →

At a glance

+16.5%

SDY total return, 1 year

+61.2%

XLE total return, 1 year

0.35%

SDY expense ratio

0.08%

XLE expense ratio

Pair scorecard

XLE costs 0.27 points a year less; their one-year returns differ by 44.7 points; XLE is 2.1 times larger.

SDY vs XLE: Differences, Returns & Fees
Measure	SDY	XLE
Return
Measure	SDY	XLE
Total return, 1 year	+16.5%	+61.2%
Benchmark
Measure	SDY	XLE
What it tracks	S&P High Yield Dividend Aristocrats Index	Energy Select Sector Index
Cost and size
Measure	SDY	XLE
Expense ratio	0.35%	0.08%
Net assets, as of Oct 27, 2026	$21.9bn	$45.2bn
Holdings
Measure	SDY	XLE
Holdings in common	4%
Top ten holdings, share of the fund	20.4%	78.1%

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

What they share

By the books each fund has filed, SDY 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 SDY XLE

CHEVRON CORP 2.15% 18.21%

EXXONMOBIL HOLDINGS CORP 1.49% 23.98%

TEXAS PACIFIC LAND CORP 0.18% 0.93%

Only in one fund ↓

Only in SDY

ACCENTURE PLC CL A 3.73%

VERIZON COMMUNICATIONS INC 2.81%

REALTY INCOME CORP 1.94%

PEPSICO INC 1.82%

MEDTRONIC PLC 1.79%

TARGET CORP 1.59%

AUTOMATIC DATA PROCESSING 1.55%

KENVUE INC 1.55%

Only in XLE

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%

SLB LTD 3.86%

KINDER MORGAN INC 3.19%

Check overlap with more funds →

Side by side

SDY State Street SPDR S&P Dividend ETF XLE State Street Energy Select Sector SPDR ETF

Where it sits Stock ETF Stock ETF

Issuer State Street State Street

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

Total return, 1 year +16.5% +61.2%

Expense ratio 0.35% 0.08%

Already in the S&P 500 84.4% 99.8%

Holdings 156 22

Net assets, as of Oct 27, 2026 $21.9bn $45.2bn

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

Alert

About each fund

SDY

SDY tracks the S&P Dividend. Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 156 positions, with the top ten at 20.4%.

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, SDY or XLE?: In the year to Oct 28, 2026, with distributions reinvested, SDY returned +16.5% and XLE +61.2%.
Which is cheaper, SDY or XLE?: XLE is cheaper, by 0.27 percentage points a year. That is about $27 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SDY and XLE overlap with the S&P 500?: By their latest filed holdings, 84% of SDY and 100% of XLE by weight is stocks the S&P 500 already holds.

Other comparisons

SDY vs XOP IYE vs SDY SDY vs VDE SDY vs XLV VOE vs XLE DVY vs XLE COWZ vs XLE NOBL vs XLE

Where to next

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

Sources and dates

SDY filings on SEC EDGAR ↗

SDY prospectus with the expense ratio (SEC) ↗

State Street website ↗

XLE filings on SEC EDGAR ↗

XLE prospectus with the expense ratio (SEC) ↗

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

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