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$23,972IXC · 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%2.76%+37.9%+42.3%+17.2%+19.1%−15.4%21.8%$3.0B1.3

Bastion Energy ETFSectors · Energy0.81%6.58%+9.0%+15.1%[…][…]−14.3%22.0%$31M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IXC 2001 · BESF 2025

Head to Head

Swap sides Versus in desk

Head to Head

Bastion Energy ETF · $31M[…]

BESF

IXC

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

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

BESFMeasureIXC

+9.0%Year to dateJan 1 → Nov 6+37.9%

+15.1%1 yearTotal return+42.3%

[…]3 years · per year$10,000 became […] · $16,078+17.2%

[…]5 years · per year$10,000 became […] · $23,972+19.1%

0.81%Expense ratio$81 · $37 a year on $10k · lower is better0.37%

6.58%Trailing 12-mo yield$658 · $276 a year on $10k2.76%

−14.3%Worst dropSmaller is better−15.4%

22.0%VolatilityLower is calmer21.8%

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

2–4IXC wins

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

More Ways to See the Pairs

BESF vs IXC: Top 5 Holdings

Today

BESF

30.7%in top 5

IXC

in top 546.7%

BESFStockIXC

not top 5XOM18.2%

not top 5CVX11.3%

not top 5SHEL.L7.9%

7.6%LNGnot top 5

7.1%NEXTnot top 5

5.4%EPDnot top 5

5.3%OKEnot top 5

5.2%ETnot top 5

not top 5TTE.PA4.9%

not top 5COP4.4%

Held in common7.2%

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

BESF vs IXC Returns, Every Period

BastionBESF

+15.1%

past year

IXCiShares

+42.3%

past year

BESFIXCFaded: behind in that period

0–2IXC wins

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

BESF vs IXC

YTD

BastionBESF

+9.0%

IXCiShares

+37.9%

+9.0%Year to date+37.9%

−14.3%Worst drop · 1Y−15.4%

22.0%Volatility · 1Y21.8%

6.6%Yield2.8%

$30.9MAssets$3.0B

2–2level

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

Yields: IXC, BESF

6.58%highest, BESF

FundTrailing yieldYield$10k

BESF6.58%$658

IXC2.76%$276

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

Income After Fees on $10,000

$577most kept, BESF

BESF$658 − $81 = $577

IXC$276 − $37 = $239

KeptFee

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

Overlap: IXC, BESF

Today

7.2%most shared, IXC and BESF

IXCBESF

IXC—7.2%

BESF7.2%—

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

Return vs Bumpiness: 2 ETFs

+42.3%IXC, at 21.8% volatility

IXCWorst drop−15.4%21.8% vol

BESFWorst drop−14.3%22.0% vol

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

Paid More vs Made More

YTD

BESFIXC

+9.0%Year to date+37.9%

6.6%Yield2.8%

+15.1%Past year+42.3%

0.81%Fee0.37%

3–1IXC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026