NVIR vs XLE

ANVIR

BXLE

Measures won2–3XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−9.8%NVIR · worst fall in 1Y

Held in common23.7%NVIR and XLE

NVIR

XLE

Horizon Kinetics Energy Remediation ETF · $5MState Street Energy Select Sector SPDR ETF · $40.5B

+14.2%3 years · per year$14,887 · $15,939+16.8%

[…]5 years · per year[…] · $25,568+20.7%

0.85%Expense ratio$85 · $8 on $10k · lower wins0.08%

0.80%12-mo yield$80 · $247 on $10k2.47%

−9.8%Worst dropSmaller wins−15.0%

18.4%VolatilityLower wins23.3%

2–3XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsNVIR · XLE

5.0%WMB4.1%

3.4%XOM24.4%

3.2%COP7.3%

3.0%EOG4.1%

Held in common23.7%

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

Both

5Y2 funds

#			Trend
1	BXLE	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	ANVIR	Horizon Kinetics Energy Remediation ETFRead Desk		0.85%	0.80%	+0.4%	+14.5%	+17.2%	+14.2%	new	−9.8%	$5M

End-of-day Nov 6, 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%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	ANVIR	Horizon Kinetics Energy Remediation ETFRead Desk		0.85%	0.80%	+0.4%	+14.5%	+17.2%	+14.2%	new	−9.8%	$5M

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

NVIR vs XLE

NVIR

Horizon Kinetics Energy Remediation

[…]

XLE

Energy Select Sector SPDR

$25,568

MeasureNVIRXLE

Fee0.85%0.08%

Cost on $10k a year$85$8

Yield0.80%2.47%

5 years, per year[…]+20.7%

3 years, per year+14.2%+16.8%

Worst drop · 1Y−9.8%−15.0%

Volatility · 1Y18.4%23.3%

3–2measures won
XLE first

23.7%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: NVIR, XLE

Today

23.7%most shared, NVIR and XLE

NVIRXLE

NVIR—23.7%

XLE23.7%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

NVIR$80 − $85 = −$5

KeptFee

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