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

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

IXC

BESF

Bastion Energy ETF · $33M[…]

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

IXCMeasureBESF

+48.2%Year to dateJan 1 → Nov 3+19.0%

+52.0%1 yearTotal return+26.8%

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

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

0.37%Expense ratio$37 · $81 a year on $10k · lower is better0.81%

2.56%Trailing 12-mo yield$256 · $602 a year on $10k6.02%

−15.4%Worst dropSmaller is better−12.5%

21.2%VolatilityLower is calmer21.5%

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

4–2IXC wins

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

More Ways to See the Pairs

IXC vs BESF: Top 5 Holdings

Today

IXC

46.4%in top 5

BESF

in top 530.8%

IXCStockBESF

18.5%XOMnot top 5

11.2%CVXnot top 5

not top 5LNG7.8%

7.5%SHEL.Lnot top 5

not top 5NEXT7.4%

not top 5OKE5.3%

not top 5ET5.2%

not top 5EPD5.1%

4.7%TTE.PAnot top 5

4.5%COPnot top 5

Held in common7.4%

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

IXC vs BESF Returns, Every Period

iSharesIXC

+52.0%

past year

BESFBastion

+26.8%

past year

IXCBESFFaded: behind in that period

2–0IXC wins

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

IXC vs BESF

YTD

iSharesIXC

+48.2%

BESFBastion

+19.0%

+48.2%Year to date+19.0%

−15.4%Worst drop · 1Y−12.5%

21.2%Volatility · 1Y21.5%

2.6%Yield6.0%

$3.3BAssets$33.3M

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