Compare · 3 funds side by side · dividends reinvested

IXC, XLF and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,813IXC · best of the three

02 / 04

IXC, XLF and VGT, 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%$3.0B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B1.9

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.4

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 · XLF 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IXC

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,503

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

IXCMeasureXLF

+38.4%Year to dateJan 1 → Nov 5+6.3%

+43.4%1 yearTotal return+11.4%

+17.4%3 years · per year$10,000 became $16,169 · $18,620+23.0%

+18.9%5 years · per year$10,000 became $23,813 · $15,503+9.2%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.75%Trailing 12-mo yield$275 · $144 a year on $10k1.44%

−15.4%Worst dropSmaller is better−14.8%

21.8%VolatilityLower is calmer15.3%

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

4–4Level

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 XLF: Top 5 Holdings

Today

IXC

46.3%in top 5

XLF

in top 543.7%

IXCStockXLF

18.2%XOMnot top 5

not top 5BRK-B12.9%

not top 5JPM11.2%

11.2%CVXnot top 5

not top 5V8.9%

7.7%SHEL.Lnot top 5

not top 5MA6.5%

4.9%TTE.PAnot top 5

4.3%COPnot top 5

not top 5BAC4.0%

Held in common0.0%

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

IXC vs XLF Returns, Every Period

iSharesIXC

+18.9%

5 years, per year

XLFSPDR

+9.2%

5 years, per year

IXCXLFFaded: behind in that period

3–1IXC wins

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

IXC vs XLF

YTD

iSharesIXC

+38.4%

XLFSPDR

+6.3%

+38.4%Year to date+6.3%

−15.4%Worst drop · 1Y−14.8%

21.8%Volatility · 1Y15.3%

2.7%Yield1.4%

$3.0BAssets$55.5B

2–2level

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

Cost, Income and Risk

Fees: IXC, XLF, VGT

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VGT0.09%$9

IXC0.37%$37

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

Yields: IXC, XLF, VGT

2.75%highest, IXC

FundTrailing yieldYield$10k

IXC2.75%$275

XLF1.44%$144

VGT0.44%$44

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

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

XLF$144 − $8 = $136

VGT$44 − $9 = $35

KeptFee

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

Overlap: IXC, XLF, VGT

Today

0.0%most shared, IXC and XLF

IXCXLFVGT

IXC—0.0%0.0%

XLF0.0%—0.0%

VGT0.0%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

VGTWorst drop−17.5%26.5% vol

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

Paid More vs Made More

YTD

IXCVGT

+38.4%Year to date+14.0%

2.7%Yield0.4%

+43.4%Past year+11.1%

0.37%Fee0.09%

3–1IXC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

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