IXC vs SPY

AIXC

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$23,813IXC · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income2.75%IXC · $275 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common3.5%IXC and SPY

IXC

SPY

iShares Global Energy ETF · $3.0BState Street SPDR S&P 500 ETF · $819B

+17.4%3 years · per year$16,169 · $18,174+22.0%

+18.9%5 years · per year$23,813 · $17,099+11.3%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

2.75%12-mo yield$275 · $103 on $10k1.03%

−15.4%Worst dropSmaller wins−8.9%

21.8%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXC · SPY

18.2%XOM1.0%

11.2%CVX0.6%

4.3%COP0.2%

2.9%MPC0.2%

Held in common3.5%

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

All Three

5Y3 funds

#
1	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

End-of-day Nov 5, 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%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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 SPY

IXC

iShares Global Energy

$23,813

SPY

SPDR S&P 500

$17,099

MeasureIXCSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield2.75%1.03%

5 years, per year+18.9%+11.3%

3 years, per year+17.4%+22.0%

Worst drop · 1Y−15.4%−8.9%

Volatility · 1Y21.8%13.6%

4–2measures won
SPY first

3.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IXC, SPY, VOO

Today

93.5%most shared, SPY and VOO

IXCSPYVOO

IXC—3.5%3.4%

SPY3.5%—93.5%

VOO3.4%93.5%—

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

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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