Compare · 3 funds side by side · dividends reinvested

IXC, VDE and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,782VDE · best of the three

02 / 04

IXC, VDE and XLF, 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%$3.0B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.0

Vanguard Energy ETFSectors · Energy0.09%2.39%+38.4%+42.7%+16.0%+19.9%−15.0%23.3%$10.4B2.1

Rank among the three1st → 3rdFee, 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 · VDE 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $3.0B$23,813

IXC

VDE

Vanguard Energy ETF · $10.4B$24,782

$10,000 five years ago, dividends reinvested · they hold 60.6% in common

IXCMeasureVDE

+38.4%Year to dateJan 1 → Nov 5+38.4%

+43.4%1 yearTotal return+42.7%

+17.4%3 years · per year$10,000 became $16,169 · $15,613+16.0%

+18.9%5 years · per year$10,000 became $23,813 · $24,782+19.9%

0.37%Expense ratio$37 · $9 a year on $10k · lower is better0.09%

2.75%Trailing 12-mo yield$275 · $239 a year on $10k2.39%

−15.4%Worst dropSmaller is better−15.0%

21.8%VolatilityLower is calmer23.3%

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

4–3IXC 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 VDE: Top 5 Holdings

Today

IXC

46.3%in top 5

VDE

in top 552.1%

IXCStockVDE

18.2%XOM22.9%

11.2%CVX14.4%

7.7%SHEL.Lnot top 5

4.3%COP5.9%

4.9%TTE.PAnot top 5

not top 5MPC4.5%

not top 5VLO4.5%

Held in common60.6%

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

IXC vs VDE Returns, Every Period

iSharesIXC

+18.9%

5 years, per year

VDEVanguard

+19.9%

5 years, per year

IXCVDEFaded: behind in that period

2–1IXC wins

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

IXC vs VDE

YTD

iSharesIXC

+38.4%

VDEVanguard

+38.4%

+38.4%Year to date+38.4%

−15.4%Worst drop · 1Y−15.0%

21.8%Volatility · 1Y23.3%

2.7%Yield2.4%

$3.0BAssets$10.4B

2–1IXC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXC, VDE, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VDE0.09%$9

IXC0.37%$37

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

Yields: IXC, VDE, XLF

2.75%highest, IXC

FundTrailing yieldYield$10k

IXC2.75%$275

VDE2.39%$239

XLF1.44%$144

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

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

VDE$239 − $9 = $230

XLF$144 − $8 = $136

KeptFee

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

Overlap: IXC, VDE, XLF

Today

60.6%most shared, IXC and VDE

IXCVDEXLF

IXC—60.6%0.0%

VDE60.6%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+43.4%IXC, at 21.8% volatility

XLFWorst drop−14.8%15.3% vol

IXCWorst drop−15.4%21.8% vol

VDEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

IXCVDE

+38.4%Year to date+38.4%

2.7%Yield2.4%

+43.4%Past year+42.7%

0.37%Fee0.09%

2–1IXC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026