Compare · 3 funds side by side · dividends reinvested

IXC, AMLP and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

IXC, AMLP and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.8

iShares Global Energy ETFSectors · Energy0.37%2.76%+37.9%+42.3%+17.2%+19.1%−15.4%21.8%$3.0B2.0

Alerian MLP ETFSectors · Energy1.01%8.10%+13.2%+15.8%+14.8%+16.4%−11.0%13.4%$12.0B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: IXC 2001 · AMLP 2010 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

IXC

iShares Global Energy ETF · $3.0B$23,972

$10,000 five years ago, dividends reinvested · they hold 60.3% in common

XLEMeasureIXC

+40.6%Year to dateJan 1 → Nov 6+37.9%

+45.0%1 yearTotal return+42.3%

+16.8%3 years · per year$10,000 became $15,939 · $16,078+17.2%

+20.7%5 years · per year$10,000 became $25,568 · $23,972+19.1%

0.08%Expense ratio$8 · $37 a year on $10k · lower is better0.37%

2.47%Trailing 12-mo yield$247 · $276 a year on $10k2.76%

−15.0%Worst dropSmaller is better−15.4%

23.3%VolatilityLower is calmer21.8%

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

5–3XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs IXC: Top 5 Holdings

Today

XLE

59.5%in top 5

IXC

in top 546.7%

XLEStockIXC

24.4%XOM18.2%

18.8%CVX11.3%

not top 5SHEL.L7.9%

7.3%COP4.4%

not top 5TTE.PA4.9%

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common60.3%

End-of-day Nov 6, 2026 · share of each fund

XLE vs IXC Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

IXCiShares

+19.1%

5 years, per year

XLEIXCFaded: behind in that period

3–1XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLE vs AMLP

YTD

SPDRXLE

+40.6%

AMLPALPS

+13.2%

+40.6%Year to date+13.2%

−15.0%Worst drop · 1Y−11.0%

23.3%Volatility · 1Y13.4%

2.5%Yield8.1%

$42.0BAssets$12.0B

3–1AMLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXC, AMLP, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IXC0.37%$37

AMLP1.01%$101

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IXC, AMLP, XLE

8.10%highest, AMLP

FundTrailing yieldYield$10k

AMLP8.10%$810

IXC2.76%$276

XLE2.47%$247

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$709most kept, AMLP

AMLP$810 − $101 = $709

XLE$247 − $8 = $239

IXC$276 − $37 = $239

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IXC, AMLP, XLE

Today

60.3%most shared, IXC and XLE

IXCAMLPXLE

IXC—0.0%60.3%

AMLP0.0%—0.0%

XLE60.3%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

AMLPWorst drop−11.0%13.4% vol

IXCWorst drop−15.4%21.8% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMLPXLE

+13.2%Year to date+40.6%

8.1%Yield2.5%

+15.8%Past year+45.0%

1.01%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026