IJR vs XLE

AIJR

BXLE

Measures won4–2IJR wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common0.0%IJR and XLE

IJR

XLE

iShares Core S&P Small-Cap ETF · $104BState Street Energy Select Sector SPDR ETF · $42.0B

+17.3%3 years · per year$16,147 · $15,939+16.8%

+5.7%5 years · per year$13,170 · $25,568+20.7%

0.06%Expense ratio$6 · $8 on $10k · lower wins0.08%

1.24%12-mo yield$124 · $247 on $10k2.47%

−9.7%Worst dropSmaller wins−15.0%

16.2%VolatilityLower wins23.3%

4–2IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · 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	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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

IJR vs XLE

IJR

iShares Core S&P Small-Cap

$13,170

XLE

Energy Select Sector SPDR

$25,569

MeasureIJRXLE

Fee0.06%0.08%

Cost on $10k a year$6$8

Yield1.24%2.47%

5 years, per year+5.7%+20.7%

3 years, per year+17.3%+16.8%

Worst drop · 1Y−9.7%−15.0%

Volatility · 1Y16.2%23.3%

4–2measures won
IJR first

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: IJR, XLE

Today

0.0%most shared, IJR and XLE

IJRXLE

IJR—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

IJR$124 − $6 = $118

KeptFee

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