IXC vs BESF

AIXC

BBESF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$24,504IXC

Lowest cost0.37%IXC · $37 on $10k

Most income6.37%BESF · $637 on $10k

Smallest drop−12.5%BESF · worst fall in 1Y

Held in common7.4%IXC and BESF

IXC

BESF

iShares Global Energy ETF · $3.3BBastion Energy ETF · $33M

+18.3%3 years · per year$16,552 · […][…]

+19.6%5 years · per year$24,504 · […][…]

0.37%Expense ratio$37 · $81 on $10k · lower wins0.81%

2.68%12-mo yield$268 · $637 on $10k6.37%

−15.4%Worst dropSmaller wins−12.5%

21.7%VolatilityLower wins22.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · BESF

2.2%WMB5.2%

1.5%OKE5.3%

1.3%DVN3.9%

1.0%FANG4.0%

Held in common7.4%

End-of-day Nov 4, 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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B
2	BBESF	Bastion Energy ETFRead Desk		0.81%	6.37%	−4.4%	+12.6%	+19.8%	new	new	−12.5%	$33M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B
2	BBESF	Bastion Energy ETFRead Desk		0.81%	6.37%	−4.4%	+12.6%	+19.8%	new	new	−12.5%	$33M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IXC vs BESF

IXC

iShares Global Energy

$24,504

BESF

Bastion Energy

[…]

MeasureIXCBESF

Fee0.37%0.81%

Cost on $10k a year$37$81

Yield2.68%6.37%

5 years, per year+19.6%[…]

3 years, per year+18.3%[…]

Worst drop · 1Y−15.4%−12.5%

Volatility · 1Y21.7%22.0%

2–2measures won
level

7.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IXC, BESF

Today

7.4%most shared, IXC and BESF

IXCBESF

IXC—7.4%

BESF7.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$556most kept, BESF

BESF$637 − $81 = $556

IXC$268 − $37 = $231

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee