IXC vs BESF

AIXC

BBESF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$23,739IXC · XLF $15,690

Lowest cost0.08%XLF · $8 on $10k

Most income6.50%BESF · $650 on $10k

Smallest drop−14.7%BESF · worst fall in 1Y

Held in common8.8%IXC and BESF

IXC

BESF

iShares Global Energy ETF · $2.7BBastion Energy ETF · $31M

+16.1%3 years · per year$15,661 · […][…]

+18.9%5 years · per year$23,739 · […][…]

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

2.75%12-mo yield$275 · $650 on $10k6.50%

−15.4%Worst dropSmaller wins−14.7%

21.8%VolatilityLower wins22.0%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXC · BESF

2.1%WMB5.0%

1.6%KMI3.0%

1.5%OKE5.3%

1.3%DVN3.8%

Held in common8.8%

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	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
2	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
3	BBESF	Bastion Energy ETFRead Desk	0.81%	6.50%	+1.7%	+10.4%	+18.5%	new	new	−14.7%	$31M

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	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
2	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
3	BBESF	Bastion Energy ETFRead Desk	0.81%	6.50%	+1.7%	+10.4%	+18.5%	new	new	−14.7%	$31M

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

IXC vs BESF

IXC

iShares Global Energy

$23,739

BESF

Bastion Energy

[…]

MeasureIXCBESF

Fee0.37%0.81%

Cost on $10k a year$37$81

Yield2.75%6.50%

5 years, per year+18.9%[…]

3 years, per year+16.1%[…]

Worst drop · 1Y−15.4%−14.7%

Volatility · 1Y21.8%22.0%

2–2measures won
level

8.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IXC, BESF, XLF

Today

8.8%most shared, IXC and BESF

IXCBESFXLF

IXC—8.8%0.0%

BESF8.8%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$569most kept, BESF

BESF$650 − $81 = $569

IXC$275 − $37 = $238

XLF$142 − $8 = $134

KeptFee

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