Compare · 3 funds side by side · dividends reinvested

PWER, IXC and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,739IXC · best of the three

02 / 04

PWER, IXC and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Energy ETFSectors · Energy0.37%2.75%+38.3%+41.9%+16.1%+18.9%−15.4%21.8%$2.7B1.5

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B1.9

Nomura Energy Transition ETFSectors · Energy0.79%1.13%+24.4%+33.2%[…][…]−13.7%22.3%$12M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: PWER 2023 · IXC 2001 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Energy Transition ETF · $12M[…]

PWER

IXC

iShares Global Energy ETF · $2.7B$23,739

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

PWERMeasureIXC

+24.4%Year to dateJan 1 → Nov 9+38.3%

+33.2%1 yearTotal return+41.9%

[…]3 years · per year$10,000 became […] · $15,661+16.1%

[…]5 years · per year$10,000 became […] · $23,739+18.9%

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

1.13%Trailing 12-mo yield$113 · $275 a year on $10k2.75%

−13.7%Worst dropSmaller is better−15.4%

22.3%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 9, 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 546.8%

PWERStockIXC

not top 5XOM18.4%

not top 5CVX11.3%

not top 5SHEL.L7.8%

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 common11.8%

End-of-day Nov 9, 2026 · share of each fund

PWER vs IXC Returns, Every Period

NomuraPWER

+33.2%

past year

IXCiShares

+41.9%

past year

PWERIXCFaded: behind in that period

0–2IXC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PWER vs IXC

YTD

NomuraPWER

+24.4%

IXCiShares

+38.3%

+24.4%Year to date+38.3%

−13.7%Worst drop · 1Y−15.4%

22.3%Volatility · 1Y21.8%

1.1%Yield2.7%

$11.7MAssets$2.7B

3–1IXC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWER, IXC, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

IXC0.37%$37

PWER0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PWER, IXC, XLV

2.75%highest, IXC

FundTrailing yieldYield$10k

IXC2.75%$275

XLV1.35%$135

PWER1.13%$113

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

XLV$135 − $8 = $127

PWER$113 − $79 = $34

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PWER, IXC, XLV

Today

11.8%most shared, PWER and IXC

PWERIXCXLV

PWER—11.8%0.0%

IXC11.8%—0.0%

XLV0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.9%IXC, at 21.8% volatility

XLVWorst drop−10.5%16.9% vol

IXCWorst drop−15.4%21.8% vol

PWERWorst drop−13.7%22.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IXCPWER

+38.3%Year to date+24.4%

2.7%Yield1.1%

+41.9%Past year+33.2%

0.37%Fee0.79%

4–0IXC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026