Compare · 2 funds side by side · dividends reinvested

IXC and BESF

IXCiShares×BESFBastion×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$24,504IXC · best of the two

02 / 04

IXC and BESF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.68%+42.0%+45.9%+18.3%+19.6%−15.4%21.7%$3.3B1.3

Bastion Energy ETFSectors · Energy0.81%6.37%+12.6%+19.8%[…][…]−12.5%22.0%$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 4, 2026 · returns include dividends · since: IXC 2001 · BESF 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $3.3B$24,504

IXC

BESF

Bastion Energy ETF · $33M[…]

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

IXCMeasureBESF

+42.0%Year to dateJan 1 → Nov 4+12.6%

+45.9%1 yearTotal return+19.8%

+18.3%3 years · per year$10,000 became $16,552 · […][…]

+19.6%5 years · per year$10,000 became $24,504 · […][…]

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

2.68%Trailing 12-mo yield$268 · $637 a year on $10k6.37%

−15.4%Worst dropSmaller is better−12.5%

21.7%VolatilityLower is calmer22.0%

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

4–2IXC wins

End-of-day Nov 4, 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

46.2%in top 5

BESF

in top 531.0%

IXCStockBESF

18.4%XOMnot top 5

11.2%CVXnot top 5

not top 5LNG7.9%

7.5%SHEL.Lnot top 5

not top 5NEXT7.5%

not top 5OKE5.3%

not top 5ET5.2%

not top 5WMB5.2%

4.7%TTE.PAnot top 5

4.4%COPnot top 5

Held in common7.4%

End-of-day Nov 4, 2026 · share of each fund

IXC vs BESF Returns, Every Period

iSharesIXC

+45.9%

past year

BESFBastion

+19.8%

past year

IXCBESFFaded: behind in that period

2–0IXC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IXC vs BESF

YTD

iSharesIXC

+42.0%

BESFBastion

+12.6%

+42.0%Year to date+12.6%

−15.4%Worst drop · 1Y−12.5%

21.7%Volatility · 1Y22.0%

2.7%Yield6.4%

$3.3BAssets$33.3M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXC, BESF

Today

0.37%lowest, IXC

FundExpense ratioFee$10k

IXC0.37%$37

BESF0.81%$81

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IXC, BESF

6.37%highest, BESF

FundTrailing yieldYield$10k

BESF6.37%$637

IXC2.68%$268

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$556most kept, BESF

BESF$637 − $81 = $556

IXC$268 − $37 = $231

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IXC, BESF

Today

7.4%most shared, IXC and BESF

IXCBESF

IXC—7.4%

BESF7.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+45.9%IXC, at 21.7% volatility

IXCWorst drop−15.4%21.7% vol

BESFWorst drop−12.5%22.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BESFIXC

+12.6%Year to date+42.0%

6.4%Yield2.7%

+19.8%Past year+45.9%

0.81%Fee0.37%

3–1IXC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026