Compare · 3 funds side by side · dividends reinvested

IXC, WATS and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,972IXC · best of the three

02 / 04

IXC, WATS and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.5

iShares Global Energy ETFSectors · Energy0.37%2.76%+37.9%+42.3%+17.2%+19.1%−15.4%21.8%$2.7B1.6

Corgi ETF Trust I - Corgi Battery Energy Storage Systems ETFSectors · Energy0.35%0.00%[…][…][…][…][…][…]$519K2.5

Rank among the three1st → 3rdFee, 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 · WATS 2026 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $2.7B$23,972

IXC

WATS

Corgi ETF Trust I - Corgi Battery Energy Storage Systems ETF · $519K[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IXCMeasureWATS

+37.9%Year to dateJan 1 → Nov 6[…]

+42.3%1 yearTotal return[…]

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

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

0.37%Expense ratio$37 · $35 a year on $10k · lower is better0.35%

2.76%Trailing 12-mo yield$276 · $0 a year on $10k0.00%

−15.4%Worst dropSmaller is better[…]

21.8%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

IXC vs WATS: Top 5 Holdings

Today

IXC

46.7%in top 5

WATS

in top 545.4%

IXCStockWATS

not top 5TSLA19.6%

18.2%XOMnot top 5

11.3%CVXnot top 5

not top 5BE8.9%

7.9%SHEL.Lnot top 5

not top 5ENPH6.4%

not top 5ENS5.3%

not top 5RUN5.3%

4.9%TTE.PAnot top 5

4.4%COPnot top 5

Held in common0.0%

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

IXC vs WATS Returns, Every Period

iSharesIXC

+42.3%

past year

WATSCorgi Funds

[…]

past year

Returns […]

IXCWATSFaded: behind in that period

0–0Level

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

IXC vs XLF

YTD

iSharesIXC

+37.9%

XLFSPDR

+5.7%

+37.9%Year to date+5.7%

−15.4%Worst drop · 1Y−14.8%

21.8%Volatility · 1Y15.3%

2.8%Yield1.4%

$2.7BAssets$55.5B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXC, WATS, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

WATS0.35%$35

IXC0.37%$37

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

Yields: IXC, WATS, XLF

2.76%highest, IXC

FundTrailing yieldYield$10k

IXC2.76%$276

XLF1.44%$144

WATS0.00%$0

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

Income After Fees on $10,000

$239most kept, IXC

IXC$276 − $37 = $239

XLF$144 − $8 = $136

WATS$0 − $35 = −$35

KeptFee

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

Overlap: IXC, WATS, XLF

Today

0.0%most shared, IXC and WATS

IXCWATSXLF

IXC—0.0%0.0%

WATS0.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+42.3%IXC, at 21.8% volatility

XLFWorst drop−14.8%15.3% vol

IXCWorst drop−15.4%21.8% vol

WATSWorst drop[…][…]

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

Paid More vs Made More

YTD

IXCXLF

+37.9%Year to date+5.7%

2.8%Yield1.4%

+42.3%Past year+10.4%

0.37%Fee0.08%

3–1IXC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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