EUFN vs XLE

AEUFN

BXLE

Measures won4–2EUFN wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · EUFN $23,205

Lowest cost0.08%XLE · $8 on $10k

Most income4.30%EUFN · $430 on $10k

Smallest drop−14.8%EUFN · worst fall in 1Y

Held in common0.0%EUFN and XLE

EUFN

XLE

iShares MSCI Europe Financials ETF · $3.0BState Street Energy Select Sector SPDR ETF · $42.0B

+34.0%3 years · per year$24,076 · $15,939+16.8%

+18.3%5 years · per year$23,205 · $25,568+20.7%

0.49%Expense ratio$49 · $8 on $10k · lower wins0.08%

4.30%12-mo yield$430 · $247 on $10k2.47%

−14.8%Worst dropSmaller wins−15.0%

21.6%VolatilityLower wins23.3%

4–2EUFN wins

$10,000 · 5 yearsOne scale

Shared top holdingsEUFN · XLE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	AEUFN	iShares MSCI Europe Financials ETFRead Desk		0.49%	4.30%	−2.2%	+6.8%	+18.2%	+34.0%	+18.3%	−14.8%	$3.0B

End-of-day Nov 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	AEUFN	iShares MSCI Europe Financials ETFRead Desk		0.49%	4.30%	−2.2%	+6.8%	+18.2%	+34.0%	+18.3%	−14.8%	$3.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EUFN vs XLE

EUFN

iShares MSCI Europe Financials

$23,205

XLE

Energy Select Sector SPDR

$25,569

MeasureEUFNXLE

Fee0.49%0.08%

Cost on $10k a year$49$8

Yield4.30%2.47%

5 years, per year+18.3%+20.7%

3 years, per year+34.0%+16.8%

Worst drop · 1Y−14.8%−15.0%

Volatility · 1Y21.6%23.3%

4–2measures won
EUFN first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: EUFN, XLE

Today

0.0%most shared, EUFN and XLE

EUFNXLE

EUFN—0.0%

XLE0.0%—

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

Income After Fees on $10,000

$381most kept, EUFN

EUFN$430 − $49 = $381

XLE$247 − $8 = $239

KeptFee

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