XLE vs MDEV

AXLE

BMDEV

Measures won5–1XLE wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · IXJ $14,081

Lowest cost0.08%XLE · $8 on $10k

Most income2.46%XLE · $246 on $10k

Smallest drop−10.8%IXJ · worst fall in 1Y

Held in common0.0%XLE and MDEV

XLE

MDEV

State Street Energy Select Sector SPDR ETF · $40.5BFirst Trust Indxx Medical Devices ETF · $3M

+15.9%3 years · per year$15,555 · $13,395+10.2%

+20.4%5 years · per year$25,271 · $8,982−2.1%

0.08%Expense ratio$8 · $70 on $10k · lower wins0.70%

2.46%12-mo yield$246 · $10 on $10k0.10%

−15.0%Worst dropSmaller wins−18.2%

23.3%VolatilityLower wins17.5%

5–1XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · MDEV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	IXJ	iShares Global Healthcare ETFRead Desk	0.38%	1.26%	+1.8%	+19.1%	+27.0%	+14.1%	+7.1%	−10.8%	$4.7B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	+1.9%	+10.0%	+13.9%	+10.2%	−2.1%	−18.2%	$3M

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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	IXJ	iShares Global Healthcare ETFRead Desk	0.38%	1.26%	+1.8%	+19.1%	+27.0%	+14.1%	+7.1%	−10.8%	$4.7B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	+1.9%	+10.0%	+13.9%	+10.2%	−2.1%	−18.2%	$3M

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

XLE vs MDEV

XLE

Energy Select Sector SPDR

$25,271

MDEV

First Trust Indxx Medical Devices

$8,983

MeasureXLEMDEV

Fee0.08%0.70%

Cost on $10k a year$8$70

Yield2.46%0.10%

5 years, per year+20.4%−2.1%

3 years, per year+15.9%+10.2%

Worst drop · 1Y−15.0%−18.2%

Volatility · 1Y23.3%17.5%

5–1measures won
XLE first

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

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%

$122BAssets$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: IXJ, MDEV, XLE

Today

18.6%most shared, IXJ and MDEV

IXJMDEVXLE

IXJ—18.6%0.0%

MDEV18.6%—0.0%

XLE0.0%0.0%—

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

IXJ$126 − $38 = $88

MDEV$10 − $70 = −$60

KeptFee

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