Compare · 3 funds side by side · dividends reinvested

IXC, BESF and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,739IXC · best of the three

02 / 04

IXC, BESF and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.75%+38.3%+41.9%+16.1%+18.9%−15.4%21.8%$2.7B1.8

Bastion Energy ETFSectors · Energy0.81%6.50%+10.4%+18.5%[…][…]−14.7%22.0%$31M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.0

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: IXC 2001 · BESF 2025 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $2.7B$23,739

IXC

BESF

Bastion Energy ETF · $31M[…]

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

IXCMeasureBESF

+38.3%Year to dateJan 1 → Nov 9+10.4%

+41.9%1 yearTotal return+18.5%

+16.1%3 years · per year$10,000 became $15,661 · […][…]

+18.9%5 years · per year$10,000 became $23,739 · […][…]

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

2.75%Trailing 12-mo yield$275 · $650 a year on $10k6.50%

−15.4%Worst dropSmaller is better−14.7%

21.8%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 9, 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

46.8%in top 5

BESF

in top 530.8%

IXCStockBESF

18.4%XOMnot top 5

11.3%CVXnot top 5

7.8%SHEL.Lnot top 5

not top 5LNG7.6%

not top 5NEXT7.1%

not top 5EPD5.5%

not top 5OKE5.3%

not top 5ET5.3%

4.9%TTE.PAnot top 5

4.4%COPnot top 5

Held in common8.8%

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

IXC vs BESF Returns, Every Period

iSharesIXC

+41.9%

past year

BESFBastion

+18.5%

past year

IXCBESFFaded: behind in that period

2–0IXC wins

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

IXC vs BESF

YTD

iSharesIXC

+38.3%

BESFBastion

+10.4%

+38.3%Year to date+10.4%

−15.4%Worst drop · 1Y−14.7%

21.8%Volatility · 1Y22.0%

2.7%Yield6.5%

$2.7BAssets$30.7M

2–2level

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

Cost, Income and Risk

Fees: IXC, BESF, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IXC0.37%$37

BESF0.81%$81

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

Yields: IXC, BESF, XLF

6.50%highest, BESF

FundTrailing yieldYield$10k

BESF6.50%$650

IXC2.75%$275

XLF1.42%$142

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

Income After Fees on $10,000

$569most kept, BESF

BESF$650 − $81 = $569

IXC$275 − $37 = $238

XLF$142 − $8 = $134

KeptFee

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

Overlap: IXC, BESF, XLF

Today

8.8%most shared, IXC and BESF

IXCBESFXLF

IXC—8.8%0.0%

BESF8.8%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+41.9%IXC, at 21.8% volatility

XLFWorst drop−14.8%15.3% vol

IXCWorst drop−15.4%21.8% vol

BESFWorst drop−14.7%22.0% vol

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

Paid More vs Made More

YTD

BESFIXC

+10.4%Year to date+38.3%

6.5%Yield2.7%

+18.5%Past year+41.9%

0.81%Fee0.37%

3–1IXC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026