Compare · 2 funds side by side · dividends reinvested

XLE and IXC

XLESPDR×IXCiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,568XLE · best of the two

02 / 04

XLE and IXC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.4

iShares Global Energy ETFSectors · Energy0.37%2.76%+37.9%+42.3%+17.2%+19.1%−15.4%21.8%$3.0B1.6

Rank among the two1st → 2ndFee, 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: XLE 1998 · IXC 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

IXC

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

$10,000 five years ago, dividends reinvested · they hold 60.3% in common

IXCMeasureXLE

+37.9%Year to dateJan 1 → Nov 6+40.6%

+42.3%1 yearTotal return+45.0%

+17.2%3 years · per year$10,000 became $16,078 · $15,939+16.8%

+19.1%5 years · per year$10,000 became $23,972 · $25,568+20.7%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.76%Trailing 12-mo yield$276 · $247 a year on $10k2.47%

−15.4%Worst dropSmaller is better−15.0%

21.8%VolatilityLower is calmer23.3%

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

3–5XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IXC vs XLE: Top 5 Holdings

Today

IXC

46.7%in top 5

XLE

in top 559.5%

IXCStockXLE

18.2%XOM24.4%

11.3%CVX18.8%

7.9%SHEL.Lnot top 5

4.4%COP7.3%

4.9%TTE.PAnot top 5

not top 5PSX4.5%

not top 5MPC4.5%

Held in common60.3%

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

IXC vs XLE Returns, Every Period

iSharesIXC

+19.1%

5 years, per year

XLESPDR

+20.7%

5 years, per year

IXCXLEFaded: behind in that period

1–3XLE wins

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

IXC vs XLE

YTD

iSharesIXC

+37.9%

XLESPDR

+40.6%

+37.9%Year to date+40.6%

−15.4%Worst drop · 1Y−15.0%

21.8%Volatility · 1Y23.3%

2.8%Yield2.5%

$3.0BAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: XLE, IXC

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IXC0.37%$37

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

Yields: XLE, IXC

2.76%highest, IXC

FundTrailing yieldYield$10k

IXC2.76%$276

XLE2.47%$247

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IXC$276 − $37 = $239

KeptFee

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

Overlap: XLE, IXC

Today

60.3%most shared, XLE and IXC

XLEIXC

XLE—60.3%

IXC60.3%—

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

Return vs Bumpiness: 2 ETFs

+45.0%XLE, at 23.3% volatility

IXCWorst drop−15.4%21.8% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

IXCXLE

+37.9%Year to date+40.6%

2.8%Yield2.5%

+42.3%Past year+45.0%

0.37%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

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