FENY vs XLE

AFENY

BXLE

Measures won1–3XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · FENY $24,989

Lowest cost0.08%FENY · $8 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common80.9%FENY and XLE

FENY

XLE

Fidelity MSCI Energy Index ETF · $2.4BState Street Energy Select Sector SPDR ETF · $42.0B

+16.2%3 years · per year$15,672 · $15,939+16.8%

+20.1%5 years · per year$24,989 · $25,568+20.7%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

2.33%12-mo yield$233 · $247 on $10k2.47%

−14.9%Worst dropSmaller wins−15.0%

23.3%VolatilityLower wins23.3%

1–3XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsFENY · XLE

23.5%XOM24.4%

15.2%CVX18.8%

6.4%COP7.3%

4.3%MPC4.5%

Held in common80.9%

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	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.33%	+0.1%	+38.6%	+42.8%	+16.2%	+20.1%	−14.9%	$2.4B

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	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.33%	+0.1%	+38.6%	+42.8%	+16.2%	+20.1%	−14.9%	$2.4B

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

FENY vs XLE

FENY

Fidelity MSCI Energy Index

$24,989

XLE

Energy Select Sector SPDR

$25,569

MeasureFENYXLE

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.33%2.47%

5 years, per year+20.1%+20.7%

3 years, per year+16.2%+16.8%

Worst drop · 1Y−14.9%−15.0%

Volatility · 1Y23.3%23.3%

3–1measures won
XLE first

80.9%

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: FENY, XLE

Today

80.9%most shared, FENY and XLE

FENYXLE

FENY—80.9%

XLE80.9%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FENY$233 − $8 = $225

KeptFee

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