IXC vs FEZ

AIXC

BFEZ

Measures won1–5FEZ wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC · HDEF $18,360

Lowest cost0.09%HDEF · $9 on $10k

Most income3.72%HDEF · $372 on $10k

Smallest drop−8.1%HDEF · worst fall in 1Y

Held in common5.3%IXC and FEZ

IXC

FEZ

iShares Global Energy ETF · $2.7BState Street SPDR EURO STOXX 50 ETF · $4.2B

+17.2%3 years · per year$16,078 · $16,970+19.3%

+19.1%5 years · per year$23,972 · $15,853+9.7%

0.37%Expense ratio$37 · $29 on $10k · lower wins0.29%

2.76%12-mo yield$276 · $281 on $10k2.81%

−15.4%Worst dropSmaller wins−13.6%

21.8%VolatilityLower wins18.8%

1–5FEZ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXC · FEZ

4.9%TTE.PA4.1%

1.4%ENI.MI1.2%

Held in common5.3%

End-of-day Nov 6, 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%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$2.7B
2	HDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk	0.09%	3.72%	−1.9%	+13.6%	+20.0%	+20.2%	+12.9%	−8.1%	$2.3B
3	BFEZ	State Street SPDR EURO STOXX 50 ETFRead Desk	0.29%	2.81%	−1.3%	+2.9%	+7.1%	+19.3%	+9.7%	−13.6%	$4.2B

End-of-day Nov 6, 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%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$2.7B
2	HDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk	0.09%	3.72%	−1.9%	+13.6%	+20.0%	+20.2%	+12.9%	−8.1%	$2.3B
3	BFEZ	State Street SPDR EURO STOXX 50 ETFRead Desk	0.29%	2.81%	−1.3%	+2.9%	+7.1%	+19.3%	+9.7%	−13.6%	$4.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IXC vs FEZ

IXC

iShares Global Energy

$23,972

FEZ

SPDR EURO STOXX 50

$15,853

MeasureIXCFEZ

Fee0.37%0.29%

Cost on $10k a year$37$29

Yield2.76%2.81%

5 years, per year+19.1%+9.7%

3 years, per year+17.2%+19.3%

Worst drop · 1Y−15.4%−13.6%

Volatility · 1Y21.8%18.8%

4–1measures won
FEZ first

5.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IXC, FEZ, HDEF

Today

21.5%most shared, FEZ and HDEF

IXCFEZHDEF

IXC—5.3%11.9%

FEZ5.3%—21.5%

HDEF11.9%21.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$363most kept, HDEF

HDEF$372 − $9 = $363

FEZ$281 − $29 = $252

IXC$276 − $37 = $239

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee