IXC vs FENY

AIXC

BFENY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,722FENY · IXC $24,504

Lowest cost0.08%FENY · $8 on $10k

Most income2.68%IXC · $268 on $10k

Smallest drop−14.9%FENY · worst fall in 1Y

Held in common59.2%IXC and FENY

IXC

FENY

iShares Global Energy ETF · $3.3BFidelity MSCI Energy Index ETF · $2.1B

+18.3%3 years · per year$16,552 · $16,178+17.4%

+19.6%5 years · per year$24,504 · $25,722+20.8%

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

2.68%12-mo yield$268 · $226 on $10k2.26%

−15.4%Worst dropSmaller wins−14.9%

21.7%VolatilityLower wins23.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · FENY

18.4%XOM23.2%

11.2%CVX14.8%

4.4%COP6.3%

3.0%MPC4.5%

Held in common59.2%

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	BFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.26%	−5.0%	+42.9%	+45.6%	+17.4%	+20.8%	−14.9%	$2.1B
2	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B

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	BFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.26%	−5.0%	+42.9%	+45.6%	+17.4%	+20.8%	−14.9%	$2.1B
2	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B

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 FENY

IXC

iShares Global Energy

$24,504

FENY

Fidelity MSCI Energy Index

$25,722

MeasureIXCFENY

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield2.68%2.26%

5 years, per year+19.6%+20.8%

3 years, per year+18.3%+17.4%

Worst drop · 1Y−15.4%−14.9%

Volatility · 1Y21.7%23.1%

3–3measures won
level

59.2%

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, FENY

Today

59.2%most shared, IXC and FENY

IXCFENY

IXC—59.2%

FENY59.2%—

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

Income After Fees on $10,000

$231most kept, IXC

IXC$268 − $37 = $231

FENY$226 − $8 = $218

KeptFee

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