XLE vs IVV

AXLE

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income5.22%NETL · $522 on $10k

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

Held in common3.5%XLE and IVV

XLE

IVV

State Street Energy Select Sector SPDR ETF · $40.5BiShares Core S&P 500 ETF · $853B

+16.8%3 years · per year$15,939 · $18,084+21.8%

+20.7%5 years · per year$25,568 · $17,177+11.4%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

2.47%12-mo yield$247 · $114 on $10k1.14%

−15.0%Worst dropSmaller wins−8.9%

23.3%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · IVV

24.4%XOM1.1%

18.8%CVX0.7%

7.3%COP0.3%

4.5%MPC0.2%

Held in common3.5%

End-of-day Nov 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLE vs IVV

XLE

Energy Select Sector SPDR

$25,569

IVV

iShares Core S&P 500

$17,177

MeasureXLEIVV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield2.47%1.14%

5 years, per year+20.7%+11.4%

3 years, per year+16.8%+21.8%

Worst drop · 1Y−15.0%−8.9%

Volatility · 1Y23.3%13.6%

4–2measures won
IVV first

3.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: NETL, IVV, XLE

Today

3.5%most shared, IVV and XLE

NETLIVVXLE

NETL—0.1%0.0%

IVV0.1%—3.5%

XLE0.0%3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

XLE$247 − $8 = $239

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee