IBAT vs IXC5YIBATIBATAvsBIXCIXCiShares Energy Storage & Materials ETF · $52MiShares Global Energy ETF · $2.7BReturns · dividends in[…]3 years · per year[…] · $15,859+16.6%[…]5 years · per year[…] · $23,992+19.1%Cost and income0.47%Expense ratio$47 · $37 on $10k · lower wins0.37%0.89%12-mo yield$89 · $275 on $10k2.75%
Overlap: IBAT, IXC, XLFToday0.0%most shared, IBAT and IXCIBATIXCXLFIBAT—0.0%0.0%IXC0.0%—0.0%XLF0.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IBAT vs IXC5YAIBATiShares Energy Storage & Materials[…]vsIXCBiShares Global Energy$23,992MeasureIBATIXCFee0.47%0.37%Cost on $10k a year$47$37Yield0.89%2.75%5 years, per year[…]+19.1%3 years, per year[…]+16.6%Worst drop · 1Y−30.7%−15.4%Volatility · 1Y33.4%21.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIXCiShares Global Energy ETFReadDesk0.37%2.75%0.0%+38.3%+39.4%+16.6%+19.1%−15.4%$2.7B2XLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.42%+0.5%+7.7%+12.2%+21.8%+9.5%−14.8%$53.4B3AIBATiShares Energy Storage & Materials ETFReadDesk0.47%0.89%−0.1%+19.7%+8.3%newnew−30.7%$52MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIXCiShares Global Energy ETFReadDesk0.37%2.75%0.0%+38.3%+39.4%+16.6%+19.1%−15.4%$2.7B2XLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.42%+0.5%+7.7%+12.2%+21.8%+9.5%−14.8%$53.4B3AIBATiShares Energy Storage & Materials ETFReadDesk0.47%0.89%−0.1%+19.7%+8.3%newnew−30.7%$52MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: IBAT, IXC, XLFToday0.0%most shared, IBAT and IXCIBATIXCXLFIBAT—0.0%0.0%IXC0.0%—0.0%XLF0.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$238most kept, IXCIXC$275 − $37 = $238XLF$142 − $8 = $134IBAT$89 − $47 = $42KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee