IUSB vs XLE

AIUSB

BXLE

Measures won4–2IUSB wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · MUB $10,432

Lowest cost0.05%MUB · $5 on $10k

Most income4.33%IUSB · $433 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]IUSB and XLE

IUSB

XLE

iShares Core Universal USD Bond ETF · $50.5BState Street Energy Select Sector SPDR ETF · $40.5B

+5.4%3 years · per year$11,705 · $15,555+15.9%

+0.3%5 years · per year$10,151 · $25,271+20.4%

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

4.33%12-mo yield$433 · $246 on $10k2.46%

−4.3%Worst dropSmaller wins−15.0%

3.9%VolatilityLower wins23.3%

4–2IUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSB · XLE

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

Held in common[…]

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 Three

5Y3 funds

#
1	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
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

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

All Three

5Y3 funds

#
1	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
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

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

IUSB vs XLE

IUSB

iShares Core Universal USD Bond

$10,151

XLE

Energy Select Sector SPDR

$25,271

MeasureIUSBXLE

Fee0.06%0.08%

Cost on $10k a year$6$8

Yield4.33%2.46%

5 years, per year+0.3%+20.4%

3 years, per year+5.4%+15.9%

Worst drop · 1Y−4.3%−15.0%

Volatility · 1Y3.9%23.3%

4–2measures won
IUSB first

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IUSB, XLE, MUB

Today

[…]holdings […]

IUSBXLEMUB

IUSB—[…][…]

XLE[…]—[…]

MUB[…][…]—

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

MUB$326 − $5 = $321

XLE$246 − $8 = $238

KeptFee

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