IPAV vs XLE

AIPAV

BXLE

Measures won1–3XLE wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · XLE $25,271

Lowest cost0.08%XLE · $8 on $10k

Most income2.46%XLE · $246 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.0%IPAV and XLE

IPAV

XLE

Global X Infrastructure Development ex-U.S. ETF · $6MState Street Energy Select Sector SPDR ETF · $40.5B

[…]3 years · per year[…] · $15,555+15.9%

[…]5 years · per year[…] · $25,271+20.4%

0.55%Expense ratio$55 · $8 on $10k · lower wins0.08%

1.58%12-mo yield$158 · $246 on $10k2.46%

−17.2%Worst dropSmaller wins−15.0%

19.6%VolatilityLower wins23.3%

1–3XLE wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIPAV · XLE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
4	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.58%	+3.0%	+3.4%	+8.8%	new	new	−17.2%	$6M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
4	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.58%	+3.0%	+3.4%	+8.8%	new	new	−17.2%	$6M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IPAV vs XLE

IPAV

Global X Infrastructure Development ex-U.S.

[…]

XLE

Energy Select Sector SPDR

$25,271

MeasureIPAVXLE

Fee0.55%0.08%

Cost on $10k a year$55$8

Yield1.58%2.46%

5 years, per year[…]+20.4%

3 years, per year[…]+15.9%

Worst drop · 1Y−17.2%−15.0%

Volatility · 1Y19.6%23.3%

3–1measures won
XLE first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IPAV, XLE, XLF, SMH

Today

0.0%most shared, IPAV and XLE

IPAVXLEXLFSMH

IPAV—0.0%0.0%0.0%

XLE0.0%—0.0%0.0%

XLF0.0%0.0%—0.0%

SMH0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XLF$142 − $8 = $134

IPAV$158 − $55 = $103

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee