Compare · 3 funds side by side · dividends reinvested

PXJ, 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

PXJ, 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%$3.0B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.0

Invesco Oil & Gas Services ETFSectors · Energy0.77%3.14%+37.2%+38.2%+13.3%+18.5%−18.4%27.8%$129M2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: PXJ 2005 · IXC 2001 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Oil & Gas Services ETF · $129M$23,367

PXJ

IXC

iShares Global Energy ETF · $3.0B$23,813

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

PXJMeasureIXC

+37.2%Year to dateJan 1 → Nov 5+38.4%

+38.2%1 yearTotal return+43.4%

+13.3%3 years · per year$10,000 became $14,563 · $16,169+17.4%

+18.5%5 years · per year$10,000 became $23,367 · $23,813+18.9%

0.77%Expense ratio$77 · $37 a year on $10k · lower is better0.37%

3.14%Trailing 12-mo yield$314 · $275 a year on $10k2.75%

−18.4%Worst dropSmaller is better−15.4%

27.8%VolatilityLower is calmer21.8%

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

1–7IXC wins

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

More Ways to See the Pairs

PXJ vs IXC: Top 5 Holdings

Today

PXJ

26.6%in top 5

IXC

in top 546.3%

PXJStockIXC

not top 5XOM18.2%

not top 5CVX11.2%

not top 5SHEL.L7.7%

6.1%FROnot top 5

5.3%HALnot top 5

5.3%WFRDnot top 5

5.0%AROCnot top 5

4.9%NOVnot top 5

not top 5TTE.PA4.9%

not top 5COP4.3%

Held in common2.0%

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

PXJ vs IXC Returns, Every Period

InvescoPXJ

+18.5%

5 years, per year

IXCiShares

+18.9%

5 years, per year

PXJIXCFaded: behind in that period

0–4IXC wins

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

PXJ vs IXC

YTD

InvescoPXJ

+37.2%

IXCiShares

+38.4%

+37.2%Year to date+38.4%

−18.4%Worst drop · 1Y−15.4%

27.8%Volatility · 1Y21.8%

3.1%Yield2.7%

$129MAssets$3.0B

3–1IXC wins

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

Cost, Income and Risk

Fees: PXJ, IXC, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IXC0.37%$37

PXJ0.77%$77

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

Yields: PXJ, IXC, XLF

3.14%highest, PXJ

FundTrailing yieldYield$10k

PXJ3.14%$314

IXC2.75%$275

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

PXJ$314 − $77 = $237

XLF$144 − $8 = $136

KeptFee

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

Overlap: PXJ, IXC, XLF

Today

2.0%most shared, PXJ and IXC

PXJIXCXLF

PXJ—2.0%0.0%

IXC2.0%—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

PXJWorst drop−18.4%27.8% vol

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

Paid More vs Made More

YTD

PXJIXC

+37.2%Year to date+38.4%

3.1%Yield2.7%

+38.2%Past year+43.4%

0.77%Fee0.37%

3–1IXC 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026