Compare · 3 funds side by side · dividends reinvested

PWER, IXC and XLF

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

02 / 04

PWER, IXC and XLF, 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%$3.2B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B1.9

Nomura Energy Transition ETFSectors · Energy0.79%1.17%+20.3%+30.5%[…][…]−13.7%22.2%$12M2.3

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: PWER 2023 · IXC 2001 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Energy Transition ETF · $12M[…]

PWER

IXC

iShares Global Energy ETF · $3.2B$23,813

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

PWERMeasureIXC

+20.3%Year to dateJan 1 → Nov 5+38.4%

+30.5%1 yearTotal return+43.4%

[…]3 years · per year$10,000 became […] · $16,169+17.4%

[…]5 years · per year$10,000 became […] · $23,813+18.9%

0.79%Expense ratio$79 · $37 a year on $10k · lower is better0.37%

1.17%Trailing 12-mo yield$117 · $275 a year on $10k2.75%

−13.7%Worst dropSmaller is better−15.4%

22.2%VolatilityLower is calmer21.8%

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

1–5IXC wins

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

More Ways to See the Pairs

PWER vs IXC: Top 5 Holdings

Today

PWER

20.3%in top 5

IXC

in top 546.3%

PWERStockIXC

not top 5XOM18.2%

not top 5CVX11.2%

not top 5SHEL.L7.7%

not top 5TTE.PA4.9%

4.6%EOGnot top 5

not top 5COP4.3%

4.1%CEGnot top 5

4.0%XELnot top 5

4.0%LNTnot top 5

3.6%AEPnot top 5

Held in common11.8%

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

PWER vs IXC Returns, Every Period

NomuraPWER

+30.5%

past year

IXCiShares

+43.4%

past year

PWERIXCFaded: behind in that period

0–2IXC wins

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

PWER vs IXC

YTD

NomuraPWER

+20.3%

IXCiShares

+38.4%

+20.3%Year to date+38.4%

−13.7%Worst drop · 1Y−15.4%

22.2%Volatility · 1Y21.8%

1.2%Yield2.7%

$12.2MAssets$3.2B

3–1IXC wins

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

Cost, Income and Risk

Fees: PWER, IXC, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IXC0.37%$37

PWER0.79%$79

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

Yields: PWER, IXC, XLF

2.75%highest, IXC

FundTrailing yieldYield$10k

IXC2.75%$275

XLF1.44%$144

PWER1.17%$117

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

PWER$117 − $79 = $38

KeptFee

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

Overlap: PWER, IXC, XLF

Today

11.8%most shared, PWER and IXC

PWERIXCXLF

PWER—11.8%0.0%

IXC11.8%—0.0%

XLF0.0%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

PWERWorst drop−13.7%22.2% vol

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

Paid More vs Made More

YTD

IXCPWER

+38.4%Year to date+20.3%

2.7%Yield1.2%

+43.4%Past year+30.5%

0.37%Fee0.79%

4–0IXC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026