IXC vs GUNR

AIXC

BGUNR

Measures won4–2IXC wins · of 6 · 5Y

$10,000 · 5Y$23,813IXC · GUNR $15,823

Lowest cost0.37%IXC · $37 on $10k

Most income2.75%IXC · $275 on $10k

Smallest drop−11.7%GUNR · worst fall in 1Y

Held in common32.2%IXC and GUNR

IXC

GUNR

iShares Global Energy ETF · $3.2BNorthern Trust Morningstar Global Upstream Natural Resources ETF · $6.9B

+17.4%3 years · per year$16,169 · $14,871+14.1%

+18.9%5 years · per year$23,813 · $15,823+9.6%

0.37%Expense ratio$37 · $47 on $10k · lower wins0.47%

2.75%12-mo yield$275 · $235 on $10k2.35%

−15.4%Worst dropSmaller wins−11.7%

21.8%VolatilityLower wins16.7%

4–2IXC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · GUNR

18.2%XOM5.8%

7.7%SHEL.L4.5%

11.2%CVX4.1%

4.9%TTE.PA3.0%

Held in common32.2%

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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B
2	BGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk		0.47%	2.35%	−1.0%	+16.2%	+25.6%	+14.1%	+9.6%	−11.7%	$6.9B

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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B
2	BGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk		0.47%	2.35%	−1.0%	+16.2%	+25.6%	+14.1%	+9.6%	−11.7%	$6.9B

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

IXC vs GUNR

IXC

iShares Global Energy

$23,813

GUNR

Northern Trust Morningstar Global Upstream Natural Resources

$15,823

MeasureIXCGUNR

Fee0.37%0.47%

Cost on $10k a year$37$47

Yield2.75%2.35%

5 years, per year+18.9%+9.6%

3 years, per year+17.4%+14.1%

Worst drop · 1Y−15.4%−11.7%

Volatility · 1Y21.8%16.7%

4–2measures won
IXC first

32.2%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IXC, GUNR

Today

32.2%most shared, IXC and GUNR

IXCGUNR

IXC—32.2%

GUNR32.2%—

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

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

GUNR$235 − $47 = $188

KeptFee

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