IEO vs XLE

AIEO

BXLE

Measures won0–6XLE wins · of 6 · 5Y

$10,000 · 5Y$26,887XLE · IEO $24,777

Lowest cost0.08%XLE · $8 on $10k

Most income2.28%XLE · $228 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common33.7%IEO and XLE

IEO

XLE

iShares U.S. Oil & Gas Exploration & Production ETF · $887MState Street Energy Select Sector SPDR ETF · $44.6B

+17.1%3 years · per year$16,055 · $17,324+20.1%

+19.9%5 years · per year$24,777 · $26,887+21.9%

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

1.53%12-mo yield$153 · $228 on $10k2.28%

−16.3%Worst dropSmaller wins−15.0%

27.4%VolatilityLower wins22.6%

0–6XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEO · XLE

18.3%COP7.2%

12.4%MPC4.6%

4.6%PSX4.5%

11.4%VLO4.2%

Held in common33.7%

End-of-day Nov 3, 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%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	AIEO	iShares U.S. Oil & Gas Exploration & Production ETFRead Desk		0.37%	1.53%	−1.0%	+62.4%	+63.3%	+17.1%	+19.9%	−16.3%	$887M

End-of-day Nov 3, 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%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	AIEO	iShares U.S. Oil & Gas Exploration & Production ETFRead Desk		0.37%	1.53%	−1.0%	+62.4%	+63.3%	+17.1%	+19.9%	−16.3%	$887M

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

Cards for this view

IEO vs XLE

IEO

iShares U.S. Oil & Gas Exploration & Production

$24,777

XLE

Energy Select Sector SPDR

$26,887

MeasureIEOXLE

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield1.53%2.28%

5 years, per year+19.9%+21.9%

3 years, per year+17.1%+20.1%

Worst drop · 1Y−16.3%−15.0%

Volatility · 1Y27.4%22.6%

6–0measures won
XLE first

33.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IEO, XLE

Today

33.7%most shared, IEO and XLE

IEOXLE

IEO—33.7%

XLE33.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

IEO$153 − $37 = $116

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee