Compare · 3 funds side by side · dividends reinvested

BESF, XLE and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

BESF, XLE and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.5

Bastion Energy ETFSectors · Energy0.81%6.50%+10.4%+18.5%[…][…]−14.7%22.0%$31M1.8

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BESF 2025 · XLE 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Bastion Energy ETF · $31M[…]

BESF

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

$10,000 five years ago, dividends reinvested · they hold 17.0% in common

BESFMeasureXLE

+10.4%Year to dateJan 1 → Nov 9+41.3%

+18.5%1 yearTotal return+44.3%

[…]3 years · per year$10,000 became […] · $15,555+15.9%

[…]5 years · per year$10,000 became […] · $25,271+20.4%

0.81%Expense ratio$81 · $8 a year on $10k · lower is better0.08%

6.50%Trailing 12-mo yield$650 · $246 a year on $10k2.46%

−14.7%Worst dropSmaller is better−15.0%

22.0%VolatilityLower is calmer23.3%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BESF vs XLE: Top 5 Holdings

Today

BESF

30.8%in top 5

XLE

in top 559.6%

BESFStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

7.6%LNGnot top 5

not top 5COP7.3%

7.1%NEXTnot top 5

5.5%EPDnot top 5

5.3%OKEnot top 5

5.3%ETnot top 5

not top 5PSX4.5%

not top 5MPC4.4%

Held in common17.0%

End-of-day Nov 9, 2026 · share of each fund

BESF vs XLE Returns, Every Period

BastionBESF

+18.5%

past year

XLESPDR

+44.3%

past year

BESFXLEFaded: behind in that period

0–2XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BESF vs XLE

YTD

BastionBESF

+10.4%

XLESPDR

+41.3%

+10.4%Year to date+41.3%

−14.7%Worst drop · 1Y−15.0%

22.0%Volatility · 1Y23.3%

6.5%Yield2.5%

$30.7MAssets$40.5B

3–1BESF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BESF, XLE, VGT

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

BESF0.81%$81

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BESF, XLE, VGT

6.50%highest, BESF

FundTrailing yieldYield$10k

BESF6.50%$650

XLE2.46%$246

VGT0.42%$42

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$569most kept, BESF

BESF$650 − $81 = $569

XLE$246 − $8 = $238

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BESF, XLE, VGT

Today

17.0%most shared, BESF and XLE

BESFXLEVGT

BESF—17.0%0.0%

XLE17.0%—0.0%

VGT0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

BESFWorst drop−14.7%22.0% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BESFXLE

+10.4%Year to date+41.3%

6.5%Yield2.5%

+18.5%Past year+44.3%

0.81%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026