Compare · 2 funds side by side · dividends reinvested

PBOG and XLE

PBOGPortfolio Building Block ETFs×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 / 03

PBOG 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%$44.6B1.0

Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETFSectors · Energy0.13%0.12%+48.4%[…][…][…][…][…]$509M2.0

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: PBOG 2025 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF · $509M[…]

PBOG

XLE

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

$10,000 five years ago, dividends reinvested · they hold 47.2% in common

PBOGMeasureXLE

+48.4%Year to dateJan 1 → Nov 3+52.1%

[…]1 yearTotal return+55.6%

[…]3 years · per year$10,000 became […] · $17,324+20.1%

[…]5 years · per year$10,000 became […] · $26,887+21.9%

0.13%Expense ratio$13 · $8 a year on $10k · lower is better0.08%

0.12%Trailing 12-mo yield$12 · $228 a year on $10k2.28%

[…]Worst dropSmaller is better−15.0%

[…]VolatilityLower is calmer22.6%

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

0–3XLE wins

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

More Ways to See the Pairs

PBOG vs XLE: Top 5 Holdings

Today

PBOG

44.5%in top 5

XLE

in top 558.9%

PBOGStockXLE

18.9%XOM24.3%

11.6%CVX18.3%

4.6%COP7.2%

4.9%TTE.PAnot top 5

4.6%SU.TOnot top 5

not top 5MPC4.6%

not top 5PSX4.5%

Held in common47.2%

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

PBOG vs XLE Returns, Every Period

Portfolio Building Block ETFsPBOG

[…]

past year

XLESPDR

+55.6%

past year

PBOGXLEFaded: behind in that period

0–1XLE wins

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

PBOG vs XLE

YTD

Portfolio Building Block ETFsPBOG

+48.4%

XLESPDR

+52.1%

+48.4%Year to date+52.1%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y22.6%

0.1%Yield2.3%

$509MAssets$44.6B

2–0XLE wins

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

Cost, Income and Risk

Fees: PBOG, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

PBOG0.13%$13

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

Yields: PBOG, XLE

2.28%highest, XLE

FundTrailing yieldYield$10k

XLE2.28%$228

PBOG0.12%$12

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

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

PBOG$12 − $13 = −$1

KeptFee

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

Overlap: PBOG, XLE

Today

47.2%most shared, PBOG and XLE

PBOGXLE

PBOG—47.2%

XLE47.2%—

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

XLEWorst drop−15.0%22.6% vol

PBOGWorst drop[…][…]

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

Paid More vs Made More

YTD

XLEPBOG

+52.1%Year to date+48.4%

2.3%Yield0.1%

+55.6%Past year[…]

0.08%Fee0.13%

3–0XLE 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