GTO vs XLE

AGTO

BXLE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VCIT $10,493

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 on $10k

Smallest drop−4.5%GTO · worst fall in 1Y

Held in common0.0%GTO and XLE

GTO

XLE

Invesco Total Return Bond ETF · $2.6BState Street Energy Select Sector SPDR ETF · $40.5B

+5.8%3 years · per year$11,847 · $15,939+16.8%

−0.2%5 years · per year$9,896 · $25,568+20.7%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

4.92%12-mo yield$492 · $247 on $10k2.47%

−4.5%Worst dropSmaller wins−15.0%

3.7%VolatilityLower wins23.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGTO · 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

All Three

5Y3 funds

#
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%	$40.5B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	AGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.6%	+5.8%	−0.2%	−4.5%	$2.6B

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

All Three

5Y3 funds

#
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%	$40.5B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	AGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.6%	+5.8%	−0.2%	−4.5%	$2.6B

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

GTO vs XLE

GTO

Invesco Total Return Bond

$9,896

XLE

Energy Select Sector SPDR

$25,569

MeasureGTOXLE

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield4.92%2.47%

5 years, per year−0.2%+20.7%

3 years, per year+5.8%+16.8%

Worst drop · 1Y−4.5%−15.0%

Volatility · 1Y3.7%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%

$40.5BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GTO, XLE, VCIT

Today

0.0%most shared, GTO and XLE

GTOXLEVCIT

GTO—0.0%[…]

XLE0.0%—[…]

VCIT[…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

GTO$492 − $35 = $457

XLE$247 − $8 = $239

KeptFee

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