Compare · 3 funds side by side · dividends reinvested

IPAV, XLE and PAVE

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,316XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.40% · $240 a year on $10k

Story of the three · RiskSmallest drop

IPAV, XLE and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.5%+44.3%+17.6%+21.4%−15.0%23.3%$40.7B1.4

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.80%+13.1%+13.0%+22.5%+14.8%−15.3%21.9%$13.5B2.0

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.57%+3.8%+8.1%[…][…]−17.2%19.6%$6M2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: IPAV 2024 · XLE 1998 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

IPAV

XLE

State Street Energy Select Sector SPDR ETF · $40.7B$26,316

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IPAV

More Ways to See the Pairs

IPAV vs XLE: Top 5 Holdings

Today

IPAV

17.6%in top 5

XLE

in top 558.9%

IPAVStockXLE

not top 5XOM24.1%

not top 5CVX18.5%

not top 5COP7.2%

not top 5MPC4.6%

not top 5PSX4.5%

Cost, Income and Risk

Fees: IPAV, XLE, PAVE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

PAVE0.47%$47

IPAV0.55%$55

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IPAV, XLE, PAVE

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.5%

VDEVanguard

+42.6%

+44.5%Year to date+42.6%

2.4%Yield2.3%

$40.7BAssets$10.4B

2–0XLE wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

XLE

+3.8%Year to dateJan 1 → Nov 11+44.5%

+8.1%1 yearTotal return+44.3%

[…]3 years · per year$10,000 became […] · $16,257+17.6%

[…]5 years · per year$10,000 became […] · $26,316+21.4%

0.55%Expense ratio$55 · $8 a year on $10k · lower is better0.08%

1.57%Trailing 12-mo yield$157 · $240 a year on $10k2.40%

−17.2%Worst dropSmaller is better−15.0%

19.6%VolatilityLower is calmer23.3%

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

1–5XLE wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.7%CNR.TOnot top 5

3.6%CP.TOnot top 5

3.6%LT.NSnot top 5

3.4%HEI.DEnot top 5

3.3%MT.ASnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

IPAV vs XLE Returns, Every Period

1Y

Global XIPAV

+8.1%

past year

XLESPDR

+44.3%

past year

IPAVXLEFaded: behind in that period

0–2XLE wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: IPAV vs XLE

YTD

Global XIPAV

+3.8%

XLESPDR

+44.5%

+3.8%Year to date+44.5%

−17.2%Worst drop · 1Y−15.0%

19.6%Volatility · 1Y23.3%

1.6%Yield2.4%

$6.0MAssets$40.7B

3–1XLE wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

IPAV1.57%$157

PAVE0.80%$80

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$232most kept, XLE

XLE$240 − $8 = $232

IPAV$157 − $55 = $102

PAVE$80 − $47 = $33

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IPAV, XLE, PAVE

Today

0.0%most shared, IPAV and XLE

IPAVXLEPAVE

IPAV—0.0%0.0%

XLE0.0%—0.0%

PAVE0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+44.3%XLE, at 23.3% volatility

IPAVWorst drop−17.2%19.6% vol

PAVEWorst drop−15.3%21.9% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

XLEPAVE

+44.5%Year to date+13.1%

2.4%Yield0.8%

+44.3%Past year+13.0%

0.08%Fee0.47%

4–0XLE wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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IPAV, XLE and PAVE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three