Compare · 2 funds side by side · dividends reinvested

XLE and BESF

XLESPDR×BESFBastion×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,271XLE · best of the two

02 / 04

XLE and BESF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.4

Bastion Energy ETFSectors · Energy0.81%6.50%+10.4%+18.5%[…][…]−14.7%22.0%$31M1.5

Rank among the two1st → 2ndFee, 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: XLE 1998 · BESF 2025

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

XLE

BESF

Bastion Energy ETF · $31M[…]

$10,000 five years ago, dividends reinvested · they hold 17.0% in common

XLEMeasureBESF

+41.3%Year to dateJan 1 → Nov 9+10.4%

+44.3%1 yearTotal return+18.5%

+15.9%3 years · per year$10,000 became $15,555 · […][…]

+20.4%5 years · per year$10,000 became $25,271 · […][…]

0.08%Expense ratio$8 · $81 a year on $10k · lower is better0.81%

2.46%Trailing 12-mo yield$246 · $650 a year on $10k6.50%

−15.0%Worst dropSmaller is better−14.7%

23.3%VolatilityLower is calmer22.0%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs BESF: Top 5 Holdings

Today

XLE

59.6%in top 5

BESF

in top 530.8%

XLEStockBESF

24.5%XOMnot top 5

18.8%CVXnot top 5

not top 5LNG7.6%

7.3%COPnot top 5

not top 5NEXT7.1%

not top 5EPD5.5%

not top 5OKE5.3%

not top 5ET5.3%

4.5%PSXnot top 5

4.4%MPCnot top 5

Held in common17.0%

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

XLE vs BESF Returns, Every Period

SPDRXLE

+44.3%

past year

BESFBastion

+18.5%

past year

XLEBESFFaded: behind in that period

2–0XLE wins

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

XLE vs BESF

YTD

SPDRXLE

+41.3%

BESFBastion

+10.4%

+41.3%Year to date+10.4%

−15.0%Worst drop · 1Y−14.7%

23.3%Volatility · 1Y22.0%

2.5%Yield6.5%

$40.5BAssets$30.7M

3–1BESF wins

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

Cost, Income and Risk

Fees: XLE, BESF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

BESF0.81%$81

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

Yields: XLE, BESF

6.50%highest, BESF

FundTrailing yieldYield$10k

BESF6.50%$650

XLE2.46%$246

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

Income After Fees on $10,000

$569most kept, BESF

BESF$650 − $81 = $569

XLE$246 − $8 = $238

KeptFee

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

Overlap: XLE, BESF

Today

17.0%most shared, XLE and BESF

XLEBESF

XLE—17.0%

BESF17.0%—

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

Return vs Bumpiness: 2 ETFs

+44.3%XLE, at 23.3% volatility

BESFWorst drop−14.7%22.0% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

BESFXLE

+10.4%Year to date+41.3%

6.5%Yield2.5%

+18.5%Past year+44.3%

0.81%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

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