Compare · 2 funds side by side · dividends reinvested

BESF and IXC

BESFBastion×IXCiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,061IXC · best of the two

02 / 04

BESF and IXC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.56%+48.2%+52.0%+20.1%+20.2%−15.4%21.2%$3.3B1.3

Bastion Energy ETFSectors · Energy0.81%6.02%+19.0%+26.8%[…][…]−12.5%21.5%$33M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BESF 2025 · IXC 2001

Head to Head

Swap sides Versus in desk

Head to Head

Bastion Energy ETF · $33M[…]

BESF

IXC

iShares Global Energy ETF · $3.3B$25,061

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

BESFMeasureIXC

+19.0%Year to dateJan 1 → Nov 3+48.2%

+26.8%1 yearTotal return+52.0%

[…]3 years · per year$10,000 became […] · $17,316+20.1%

[…]5 years · per year$10,000 became […] · $25,061+20.2%

0.81%Expense ratio$81 · $37 a year on $10k · lower is better0.37%

6.02%Trailing 12-mo yield$602 · $256 a year on $10k2.56%

−12.5%Worst dropSmaller is better−15.4%

21.5%VolatilityLower is calmer21.2%

BESFIXC Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4IXC wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BESF vs IXC: Top 5 Holdings

Today

BESF

30.8%in top 5

IXC

in top 546.4%

BESFStockIXC

not top 5XOM18.5%

not top 5CVX11.2%

7.8%LNGnot top 5

not top 5SHEL.L7.5%

7.4%NEXTnot top 5

5.3%OKEnot top 5

5.2%ETnot top 5

5.1%EPDnot top 5

not top 5TTE.PA4.7%

not top 5COP4.5%

Held in common7.4%

End-of-day Nov 3, 2026 · share of each fund

BESF vs IXC Returns, Every Period

BastionBESF

+26.8%

past year

IXCiShares

+52.0%

past year

BESFIXCFaded: behind in that period

0–2IXC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BESF vs IXC

YTD

BastionBESF

+19.0%

IXCiShares

+48.2%

+19.0%Year to date+48.2%

−12.5%Worst drop · 1Y−15.4%

21.5%Volatility · 1Y21.2%

6.0%Yield2.6%

$33.3MAssets$3.3B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BESF, IXC

Today

0.37%lowest, IXC

FundExpense ratioFee$10k

IXC0.37%$37

BESF0.81%$81

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BESF, IXC

6.02%highest, BESF

FundTrailing yieldYield$10k

BESF6.02%$602

IXC2.56%$256

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, BESF

BESF$602 − $81 = $521

IXC$256 − $37 = $219

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BESF, IXC

Today

7.4%most shared, BESF and IXC

BESFIXC

BESF—7.4%

IXC7.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+52.0%IXC, at 21.2% volatility

IXCWorst drop−15.4%21.2% vol

BESFWorst drop−12.5%21.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BESFIXC

+19.0%Year to date+48.2%

6.0%Yield2.6%

+26.8%Past year+52.0%

0.81%Fee0.37%

3–1IXC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026