EIPI vs XLE

AEIPI

BXLE

Measures won3–1EIPI wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE

Lowest cost0.08%XLE · $8 on $10k

Most income6.82%EIPI · $682 on $10k

Smallest drop−6.7%EIPI · worst fall in 1Y

Held in common19.0%EIPI and XLE

EIPI

XLE

FT Energy Income Partners Enhanced Income ETF · $1.1BState Street Energy Select Sector SPDR ETF · $40.5B

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

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

1.11%Expense ratio$111 · $8 on $10k · lower wins0.08%

6.82%12-mo yield$682 · $246 on $10k2.46%

−6.7%Worst dropSmaller wins−15.0%

11.1%VolatilityLower wins23.3%

3–1EIPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsEIPI · XLE

3.4%XOM24.5%

3.8%KMI3.1%

2.9%OKE2.9%

2.1%EOG4.1%

Held in common19.0%

End-of-day Nov 9, 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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AEIPI	FT Energy Income Partners Enhanced Income ETFRead Desk		1.11%	6.82%	+1.1%	+17.3%	+20.1%	new	new	−6.7%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AEIPI	FT Energy Income Partners Enhanced Income ETFRead Desk		1.11%	6.82%	+1.1%	+17.3%	+20.1%	new	new	−6.7%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EIPI vs XLE

EIPI

FT Energy Income Partners Enhanced Income

[…]

XLE

Energy Select Sector SPDR

$25,271

MeasureEIPIXLE

Fee1.11%0.08%

Cost on $10k a year$111$8

Yield6.82%2.46%

5 years, per year[…]+20.4%

3 years, per year[…]+15.9%

Worst drop · 1Y−6.7%−15.0%

Volatility · 1Y11.1%23.3%

3–1measures won
EIPI first

19.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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%

$120BAssets$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

Overlap: EIPI, XLE

Today

19.0%most shared, EIPI and XLE

EIPIXLE

EIPI—19.0%

XLE19.0%—

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

Income After Fees on $10,000

$571most kept, EIPI

EIPI$682 − $111 = $571

XLE$246 − $8 = $238

KeptFee

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