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$23,813IXC · 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%2.75%+38.4%+43.4%+17.4%+18.9%−15.4%21.8%$3.2B1.3

Bastion Energy ETFSectors · Energy0.81%6.56%+9.4%+18.5%[…][…]−14.0%22.1%$32M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: IXC 2001 · BESF 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $3.2B$23,813

IXC

BESF

Bastion Energy ETF · $32M[…]

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

IXCMeasureBESF

+38.4%Year to dateJan 1 → Nov 5+9.4%

+43.4%1 yearTotal return+18.5%

+17.4%3 years · per year$10,000 became $16,169 · […][…]

+18.9%5 years · per year$10,000 became $23,813 · […][…]

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

2.75%Trailing 12-mo yield$275 · $656 a year on $10k6.56%

−15.4%Worst dropSmaller is better−14.0%

21.8%VolatilityLower is calmer22.1%

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

4–2IXC wins

End-of-day Nov 5, 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

46.3%in top 5

BESF

in top 530.9%

IXCStockBESF

18.2%XOMnot top 5

11.2%CVXnot top 5

7.7%SHEL.Lnot top 5

not top 5LNG7.7%

not top 5NEXT7.4%

not top 5OKE5.3%

not top 5EPD5.3%

not top 5ET5.2%

4.9%TTE.PAnot top 5

4.3%COPnot top 5

Held in common7.3%

End-of-day Nov 5, 2026 · share of each fund

IXC vs BESF Returns, Every Period

iSharesIXC

+43.4%

past year

BESFBastion

+18.5%

past year

IXCBESFFaded: behind in that period

2–0IXC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IXC vs BESF

YTD

iSharesIXC

+38.4%

BESFBastion

+9.4%

+38.4%Year to date+9.4%

−15.4%Worst drop · 1Y−14.0%

21.8%Volatility · 1Y22.1%

2.7%Yield6.6%

$3.2BAssets$31.8M

2–2level

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: IXC, BESF

6.56%highest, BESF

FundTrailing yieldYield$10k

BESF6.56%$656

IXC2.75%$275

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$575most kept, BESF

BESF$656 − $81 = $575

IXC$275 − $37 = $238

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IXC, BESF

Today

7.3%most shared, IXC and BESF

IXCBESF

IXC—7.3%

BESF7.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+43.4%IXC, at 21.8% volatility

IXCWorst drop−15.4%21.8% vol

BESFWorst drop−14.0%22.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BESFIXC

+9.4%Year to date+38.4%

6.6%Yield2.7%

+18.5%Past year+43.4%

0.81%Fee0.37%

3–1IXC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026