FNCL vs XLE

AFNCL

BXLE

Measures won3–2FNCL wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · FNCL $15,425

Lowest cost0.08%FNCL · $8 on $10k

Most income2.40%XLE · $240 on $10k

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

Held in common0.0%FNCL and XLE

FNCL

XLE

Fidelity MSCI Financials Index ETF · $2.2BState Street Energy Select Sector SPDR ETF · $44.1B

+25.2%3 years · per year$19,633 · $16,447+18.0%

+10.0%5 years · per year$16,077 · $26,379+21.4%

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

1.55%12-mo yield$155 · $240 on $10k2.40%

−14.8%Worst dropSmaller wins−15.0%

15.0%VolatilityLower wins23.2%

3–2FNCL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNCL · XLE

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

Held in common0.0%

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.55%	+3.4%	+8.9%	+15.0%	+25.2%	+10.0%	−14.8%	$2.2B

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.55%	+3.4%	+8.9%	+15.0%	+25.2%	+10.0%	−14.8%	$2.2B

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

FNCL vs XLE

FNCL

Fidelity MSCI Financials Index

$16,077

XLE

Energy Select Sector SPDR

$26,379

MeasureFNCLXLE

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield1.55%2.40%

5 years, per year+10.0%+21.4%

3 years, per year+25.2%+18.0%

Worst drop · 1Y−14.8%−15.0%

Volatility · 1Y15.0%23.2%

3–2measures won
FNCL first

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

Overlap: FNCL, XLE

Today

0.0%most shared, FNCL and XLE

FNCLXLE

FNCL—0.0%

XLE0.0%—

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

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

FNCL$155 − $8 = $147

KeptFee

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