Compare · 3 funds side by side · dividends reinvested

PSCE, IXC and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,504IXC · best of the three

02 / 04

PSCE, IXC and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.68%+42.0%+45.9%+18.3%+19.6%−15.4%21.7%$3.3B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.9

Invesco S&P SmallCap Energy ETFSectors · Energy0.29%2.79%+23.6%+22.2%+1.2%+7.3%−18.8%28.8%$99M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PSCE 2010 · IXC 2001 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Energy ETF · $99M$14,193

PSCE

IXC

iShares Global Energy ETF · $3.3B$24,504

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

PSCEMeasureIXC

+23.6%Year to dateJan 1 → Nov 4+42.0%

+22.2%1 yearTotal return+45.9%

+1.2%3 years · per year$10,000 became $10,370 · $16,552+18.3%

+7.3%5 years · per year$10,000 became $14,193 · $24,504+19.6%

0.29%Expense ratio$29 · $37 a year on $10k · lower is better0.37%

2.79%Trailing 12-mo yield$279 · $268 a year on $10k2.68%

−18.8%Worst dropSmaller is better−15.4%

28.8%VolatilityLower is calmer21.7%

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

2–6IXC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSCE vs IXC: Top 5 Holdings

Today

PSCE

27.8%in top 5

IXC

in top 546.2%

PSCEStockIXC

not top 5XOM18.4%

not top 5CVX11.2%

8.0%SMnot top 5

not top 5SHEL.L7.5%

5.3%MGYnot top 5

5.1%NEnot top 5

5.0%AROCnot top 5

not top 5TTE.PA4.7%

not top 5COP4.4%

4.3%KGSnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PSCE vs IXC Returns, Every Period

InvescoPSCE

+7.3%

5 years, per year

IXCiShares

+19.6%

5 years, per year

PSCEIXCFaded: behind in that period

0–4IXC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PSCE vs IXC

YTD

InvescoPSCE

+23.6%

IXCiShares

+42.0%

+23.6%Year to date+42.0%

−18.8%Worst drop · 1Y−15.4%

28.8%Volatility · 1Y21.7%

2.8%Yield2.7%

$99.1MAssets$3.3B

3–1IXC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCE, IXC, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PSCE0.29%$29

IXC0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PSCE, IXC, XLF

2.79%highest, PSCE

FundTrailing yieldYield$10k

PSCE2.79%$279

IXC2.68%$268

XLF1.40%$140

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$250most kept, PSCE

PSCE$279 − $29 = $250

IXC$268 − $37 = $231

XLF$140 − $8 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PSCE, IXC, XLF

Today

0.0%most shared, PSCE and IXC

PSCEIXCXLF

PSCE—0.0%0.0%

IXC0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.9%IXC, at 21.7% volatility

XLFWorst drop−14.8%15.0% vol

IXCWorst drop−15.4%21.7% vol

PSCEWorst drop−18.8%28.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PSCEIXC

+23.6%Year to date+42.0%

2.8%Yield2.7%

+22.2%Past year+45.9%

0.29%Fee0.37%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026