Compare · 3 funds side by side · dividends reinvested

PWER, IXC and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,972IXC · best of the three

02 / 04

PWER, IXC and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.76%+37.9%+42.3%+17.2%+19.1%−15.4%21.8%$3.0B1.4

Nomura Energy Transition ETFSectors · Energy0.79%1.16%+21.2%+29.4%[…][…]−13.7%22.1%$12M2.0

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$117B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: PWER 2023 · IXC 2001 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Energy Transition ETF · $12M[…]

PWER

IXC

iShares Global Energy ETF · $3.0B$23,972

$10,000 five years ago, dividends reinvested · they hold 11.7% in common

PWERMeasureIXC

+21.2%Year to dateJan 1 → Nov 6+37.9%

+29.4%1 yearTotal return+42.3%

[…]3 years · per year$10,000 became […] · $16,078+17.2%

[…]5 years · per year$10,000 became […] · $23,972+19.1%

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

1.16%Trailing 12-mo yield$116 · $276 a year on $10k2.76%

−13.7%Worst dropSmaller is better−15.4%

22.1%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 6, 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 546.7%

PWERStockIXC

not top 5XOM18.2%

not top 5CVX11.3%

not top 5SHEL.L7.9%

not top 5TTE.PA4.9%

4.6%EOGnot top 5

not top 5COP4.4%

4.1%CEGnot top 5

4.0%XELnot top 5

4.0%LNTnot top 5

3.6%AEPnot top 5

Held in common11.7%

End-of-day Nov 6, 2026 · share of each fund

PWER vs IXC Returns, Every Period

NomuraPWER

+29.4%

past year

IXCiShares

+42.3%

past year

PWERIXCFaded: behind in that period

0–2IXC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PWER vs IXC

YTD

NomuraPWER

+21.2%

IXCiShares

+37.9%

+21.2%Year to date+37.9%

−13.7%Worst drop · 1Y−15.4%

22.1%Volatility · 1Y21.8%

1.2%Yield2.8%

$12.0MAssets$3.0B

3–1IXC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWER, IXC, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

IXC0.37%$37

PWER0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PWER, IXC, XLK

2.76%highest, IXC

FundTrailing yieldYield$10k

IXC2.76%$276

PWER1.16%$116

XLK0.51%$51

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, IXC

IXC$276 − $37 = $239

XLK$51 − $8 = $43

PWER$116 − $79 = $37

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PWER, IXC, XLK

Today

11.7%most shared, PWER and IXC

PWERIXCXLK

PWER—11.7%0.1%

IXC11.7%—0.0%

XLK0.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+42.3%IXC, at 21.8% volatility

IXCWorst drop−15.4%21.8% vol

PWERWorst drop−13.7%22.1% vol

XLKWorst drop−19.6%28.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IXCPWER

+37.9%Year to date+21.2%

2.8%Yield1.2%

+42.3%Past year+29.4%

0.37%Fee0.79%

4–0IXC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026