Compare · 2 funds side by side · dividends reinvested

IXC and XLE

IXCiShares×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,887XLE · best of the two

02 / 04

IXC and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.28%+52.1%+55.6%+20.1%+21.9%−15.0%22.6%$44.6B1.3

iShares Global Energy ETFSectors · Energy0.37%2.56%+48.2%+52.0%+20.1%+20.2%−15.4%21.2%$3.3B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: IXC 2001 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $44.6B$26,887

XLE

IXC

iShares Global Energy ETF · $3.3B$25,061

$10,000 five years ago, dividends reinvested · they hold 61.4% in common

XLEMeasureIXC

+52.1%Year to dateJan 1 → Nov 3+48.2%

+55.6%1 yearTotal return+52.0%

+20.1%3 years · per year$10,000 became $17,324 · $17,316+20.1%

+21.9%5 years · per year$10,000 became $26,887 · $25,061+20.2%

0.08%Expense ratio$8 · $37 a year on $10k · lower is better0.37%

2.28%Trailing 12-mo yield$228 · $256 a year on $10k2.56%

−15.0%Worst dropSmaller is better−15.4%

22.6%VolatilityLower is calmer21.2%

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

5–2XLE wins

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

More Ways to See the Pairs

XLE vs IXC: Top 5 Holdings

Today

XLE

58.9%in top 5

IXC

in top 546.4%

XLEStockIXC

24.3%XOM18.5%

18.3%CVX11.2%

not top 5SHEL.L7.5%

7.2%COP4.5%

not top 5TTE.PA4.7%

4.6%MPCnot top 5

4.5%PSXnot top 5

Held in common61.4%

End-of-day Nov 3, 2026 · share of each fund

XLE vs IXC Returns, Every Period

SPDRXLE

+21.9%

5 years, per year

IXCiShares

+20.2%

5 years, per year

XLEIXCFaded: behind in that period

3–0XLE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XLE vs IXC

YTD

SPDRXLE

+52.1%

IXCiShares

+48.2%

+52.1%Year to date+48.2%

−15.0%Worst drop · 1Y−15.4%

22.6%Volatility · 1Y21.2%

2.3%Yield2.6%

$44.6BAssets$3.3B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IXC, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IXC0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IXC, XLE

2.56%highest, IXC

FundTrailing yieldYield$10k

IXC2.56%$256

XLE2.28%$228

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

IXC$256 − $37 = $219

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IXC, XLE

Today

61.4%most shared, IXC and XLE

IXCXLE

IXC—61.4%

XLE61.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+55.6%XLE, at 22.6% volatility

IXCWorst drop−15.4%21.2% vol

XLEWorst drop−15.0%22.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IXCXLE

+48.2%Year to date+52.1%

2.6%Yield2.3%

+52.0%Past year+55.6%

0.37%Fee0.08%

3–1XLE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026