NETL vs IJH · Compare Desk

AIJH

BXLE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,404XLE · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.0%IJH and XLE

IJH vs XLE

IJH

XLE

iShares Core S&P Mid-Cap ETF · $121BState Street Energy Select Sector SPDR ETF · $42.0B

+16.5%3 years · per year$15,806 · $15,905+16.7%

+6.7%5 years · per year$13,830 · $25,404+20.5%

0.05%Expense ratio$5 · $8 on $10k · lower wins0.08%

1.26%12-mo yield$126 · $247 on $10k2.47%

−8.8%Worst dropSmaller wins−15.0%

15.5%VolatilityLower wins23.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIJH · XLE

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

Held in common0.0%

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

IJH vs XLE

IJH

iShares Core S&P Mid-Cap

$13,830

XLE

Energy Select Sector SPDR

$25,404

MeasureIJHXLE

Fee0.05%0.08%

Cost on $10k a year$5$8

Yield1.26%2.47%

5 years, per year+6.7%+20.5%

3 years, per year+16.5%+16.7%

Worst drop · 1Y−8.8%−15.0%

Volatility · 1Y15.5%23.3%

3–3measures won
level

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

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

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IJH, XLE

Today

0.0%most shared, IJH and XLE

IJHXLE

IJH—0.0%

XLE0.0%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IJH$126 − $5 = $121

KeptFee

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