LBO vs XLE

ALBO

BXLE

Measures won1–3XLE wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE

Lowest cost0.08%XLE · $8 on $10k

Most income6.06%LBO · $606 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common0.0%LBO and XLE

LBO

XLE

WHITEWOLF Publicly Listed Private Equity ETF · $7MState Street Energy Select Sector SPDR ETF · $40.5B

[…]3 years · per year[…] · $15,555+15.9%

[…]5 years · per year[…] · $25,271+20.4%

6.53%Expense ratio$653 · $8 on $10k · lower wins0.08%

6.06%12-mo yield$606 · $246 on $10k2.46%

−25.1%Worst dropSmaller wins−15.0%

24.3%VolatilityLower wins23.3%

1–3XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsLBO · XLE

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

Both

5Y2 funds

#			Trend
1	BXLE	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	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.06%	+3.0%	−6.6%	−1.1%	new	new	−25.1%	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLE	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	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.06%	+3.0%	−6.6%	−1.1%	new	new	−25.1%	$7M

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

LBO vs XLE

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

XLE

Energy Select Sector SPDR

$25,271

MeasureLBOXLE

Fee6.53%0.08%

Cost on $10k a year$653$8

Yield6.06%2.46%

5 years, per year[…]+20.4%

3 years, per year[…]+15.9%

Worst drop · 1Y−25.1%−15.0%

Volatility · 1Y24.3%23.3%

3–1measures 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: LBO, XLE

Today

0.0%most shared, LBO and XLE

LBOXLE

LBO—0.0%

XLE0.0%—

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

LBO$606 − $653 = −$47

KeptFee

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