IXC vs PWER

AIXC

BPWER

Measures won3–1IXC wins · of 6 · 5Y

$10,000 · 5Y$23,739IXC · VGT $21,281

Lowest cost0.09%VGT · $9 on $10k

Most income2.75%IXC · $275 on $10k

Smallest drop−13.7%PWER · worst fall in 1Y

Held in common11.8%IXC and PWER

IXC

PWER

iShares Global Energy ETF · $2.7BNomura Energy Transition ETF · $12M

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

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

0.37%Expense ratio$37 · $79 on $10k · lower wins0.79%

2.75%12-mo yield$275 · $113 on $10k1.13%

−15.4%Worst dropSmaller wins−13.7%

21.8%VolatilityLower wins22.3%

3–1IXC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXC · PWER

4.4%COP3.5%

2.7%VLO3.2%

2.1%EOG4.6%

1.3%BKR2.1%

Held in common11.8%

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
3	BPWER	Nomura Energy Transition ETFRead Desk	0.79%	1.13%	+2.7%	+24.4%	+33.2%	new	new	−13.7%	$12M

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
3	BPWER	Nomura Energy Transition ETFRead Desk	0.79%	1.13%	+2.7%	+24.4%	+33.2%	new	new	−13.7%	$12M

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 PWER

IXC

iShares Global Energy

$23,739

PWER

Nomura Energy Transition

[…]

MeasureIXCPWER

Fee0.37%0.79%

Cost on $10k a year$37$79

Yield2.75%1.13%

5 years, per year+18.9%[…]

3 years, per year+16.1%[…]

Worst drop · 1Y−15.4%−13.7%

Volatility · 1Y21.8%22.3%

3–1measures won
IXC first

11.8%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: IXC, PWER, VGT

Today

11.8%most shared, IXC and PWER

IXCPWERVGT

IXC—11.8%0.0%

PWER11.8%—0.1%

VGT0.0%0.1%—

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

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

PWER$113 − $79 = $34

VGT$42 − $9 = $33

KeptFee

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