FRI vs XLE

AFRI

BXLE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,568XLE · FRI $11,821

Lowest cost0.08%XLE · $8 on $10k

Most income2.57%FRI · $257 on $10k

Smallest drop−12.1%FRI · worst fall in 1Y

Held in common0.0%FRI and XLE

FRI

XLE

First Trust S&P REIT Index Fund · $209MState Street Energy Select Sector SPDR ETF · $42.0B

+15.6%3 years · per year$15,457 · $15,939+16.8%

+3.4%5 years · per year$11,821 · $25,568+20.7%

0.51%Expense ratio$51 · $8 on $10k · lower wins0.08%

2.57%12-mo yield$257 · $247 on $10k2.47%

−12.1%Worst dropSmaller wins−15.0%

13.7%VolatilityLower wins23.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · 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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$209M

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$209M

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

FRI vs XLE

FRI

First Trust S&P REIT Index Fund

$11,821

XLE

Energy Select Sector SPDR

$25,569

MeasureFRIXLE

Fee0.51%0.08%

Cost on $10k a year$51$8

Yield2.57%2.47%

5 years, per year+3.4%+20.7%

3 years, per year+15.6%+16.8%

Worst drop · 1Y−12.1%−15.0%

Volatility · 1Y13.7%23.3%

3–3measures won
level

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: FRI, XLE

Today

0.0%most shared, FRI and XLE

FRIXLE

FRI—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

$239most kept, XLE

XLE$247 − $8 = $239

FRI$257 − $51 = $206

KeptFee

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