FENY vs IXC

AFENY

BIXC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$24,750FENY · IXC $23,813

Lowest cost0.08%FENY · $8 on $10k

Most income2.75%IXC · $275 on $10k

Smallest drop−14.9%FENY · worst fall in 1Y

Held in common58.6%FENY and IXC

FENY

IXC

Fidelity MSCI Energy Index ETF · $2.1BiShares Global Energy ETF · $3.2B

+16.0%3 years · per year$15,619 · $16,169+17.4%

+19.9%5 years · per year$24,750 · $23,813+18.9%

0.08%Expense ratio$8 · $37 on $10k · lower wins0.37%

2.34%12-mo yield$234 · $275 on $10k2.75%

−14.9%Worst dropSmaller wins−15.4%

23.3%VolatilityLower wins21.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFENY · IXC

23.3%XOM18.2%

15.0%CVX11.2%

6.3%COP4.3%

4.3%MPC2.9%

Held in common58.6%

End-of-day Nov 5, 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	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.34%	−3.1%	+38.4%	+42.7%	+16.0%	+19.9%	−14.9%	$2.1B
2	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B

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

Both

5Y2 funds

#			Trend
1	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.34%	−3.1%	+38.4%	+42.7%	+16.0%	+19.9%	−14.9%	$2.1B
2	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B

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

Cards for this view

FENY vs IXC

FENY

Fidelity MSCI Energy Index

$24,750

IXC

iShares Global Energy

$23,813

MeasureFENYIXC

Fee0.08%0.37%

Cost on $10k a year$8$37

Yield2.34%2.75%

5 years, per year+19.9%+18.9%

3 years, per year+16.0%+17.4%

Worst drop · 1Y−14.9%−15.4%

Volatility · 1Y23.3%21.8%

3–3measures won
level

58.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FENY, IXC

Today

58.6%most shared, FENY and IXC

FENYIXC

FENY—58.6%

IXC58.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

FENY$234 − $8 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee