IBAT vs IXC

AIBAT

BIXC

Measures won0–4IXC wins · of 6 · 5Y

$10,000 · 5Y$23,813IXC

Lowest cost0.37%IXC · $37 on $10k

Most income2.75%IXC · $275 on $10k

Smallest drop−15.4%IXC · worst fall in 1Y

Held in common0.0%IBAT and IXC

IBAT

IXC

iShares Energy Storage & Materials ETF · $55MiShares Global Energy ETF · $3.2B

[…]3 years · per year[…] · $16,169+17.4%

[…]5 years · per year[…] · $23,813+18.9%

0.47%Expense ratio$47 · $37 on $10k · lower wins0.37%

0.92%12-mo yield$92 · $275 on $10k2.75%

−30.7%Worst dropSmaller wins−15.4%

33.4%VolatilityLower wins21.8%

0–4IXC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBAT · IXC

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	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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

IBAT vs IXC

IBAT

iShares Energy Storage & Materials

[…]

IXC

iShares Global Energy

$23,813

MeasureIBATIXC

Fee0.47%0.37%

Cost on $10k a year$47$37

Yield0.92%2.75%

5 years, per year[…]+18.9%

3 years, per year[…]+17.4%

Worst drop · 1Y−30.7%−15.4%

Volatility · 1Y33.4%21.8%

4–0measures won
IXC first

0.0%

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: IBAT, IXC

Today

0.0%most shared, IBAT and IXC

IBATIXC

IBAT—0.0%

IXC0.0%—

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

IBAT$92 − $47 = $45

KeptFee

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