BESF vs IXC

ABESF

BIXC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$25,061IXC

Lowest cost0.37%IXC · $37 on $10k

Most income6.02%BESF · $602 on $10k

Smallest drop−12.5%BESF · worst fall in 1Y

Held in common7.4%BESF and IXC

BESF

IXC

Bastion Energy ETF · $33MiShares Global Energy ETF · $3.3B

[…]3 years · per year[…] · $17,316+20.1%

[…]5 years · per year[…] · $25,061+20.2%

0.81%Expense ratio$81 · $37 on $10k · lower wins0.37%

6.02%12-mo yield$602 · $256 on $10k2.56%

−12.5%Worst dropSmaller wins−15.4%

21.5%VolatilityLower wins21.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBESF · IXC

5.0%WMB2.2%

5.3%OKE1.5%

4.0%DVN1.4%

4.1%FANG1.0%

Held in common7.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B
2	ABESF	Bastion Energy ETFRead Desk		0.81%	6.02%	+0.4%	+19.0%	+26.8%	new	new	−12.5%	$33M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B
2	ABESF	Bastion Energy ETFRead Desk		0.81%	6.02%	+0.4%	+19.0%	+26.8%	new	new	−12.5%	$33M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BESF vs IXC

BESF

Bastion Energy

[…]

IXC

iShares Global Energy

$25,061

MeasureBESFIXC

Fee0.81%0.37%

Cost on $10k a year$81$37

Yield6.02%2.56%

5 years, per year[…]+20.2%

3 years, per year[…]+20.1%

Worst drop · 1Y−12.5%−15.4%

Volatility · 1Y21.5%21.2%

2–2measures won
level

7.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BESF, IXC

Today

7.4%most shared, BESF and IXC

BESFIXC

BESF—7.4%

IXC7.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$521most kept, BESF

BESF$602 − $81 = $521

IXC$256 − $37 = $219

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee