IWF vs XLE

AIWF

BXLE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,404XLE · IWF $15,330

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common0.5%IWF and XLE

IWF

XLE

iShares Russell 1000 Growth ETF · $121BState Street Energy Select Sector SPDR ETF · $44.1B

+19.5%3 years · per year$17,073 · $15,905+16.7%

+8.9%5 years · per year$15,330 · $25,404+20.5%

0.18%Expense ratio$18 · $8 on $10k · lower wins0.08%

0.39%12-mo yield$39 · $247 on $10k2.47%

−14.6%Worst dropSmaller wins−15.0%

19.3%VolatilityLower wins23.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · XLE

0.2%TRGP3.2%

0.2%MPC4.5%

0.1%TPL0.9%

0.0%VLO4.3%

Held in common0.5%

End-of-day Nov 5, 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%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 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%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

Cards for this view

IWF vs XLE

IWF

iShares Russell 1000 Growth

$15,330

XLE

Energy Select Sector SPDR

$25,404

MeasureIWFXLE

Fee0.18%0.08%

Cost on $10k a year$18$8

Yield0.39%2.47%

5 years, per year+8.9%+20.5%

3 years, per year+19.5%+16.7%

Worst drop · 1Y−14.6%−15.0%

Volatility · 1Y19.3%23.3%

3–3measures won
level

0.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IWF, XLE

Today

0.5%most shared, IWF and XLE

IWFXLE

IWF—0.5%

XLE0.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee