XLE vs GTO

AXLE

BGTO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,568XLE · PFXF $10,643

Lowest cost0.03%BND · $3 on $10k

Most income6.54%PFXF · $654 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common0.0%XLE and GTO

XLE

GTO

State Street Energy Select Sector SPDR ETF · $40.5BInvesco Total Return Bond ETF · $2.6B

+16.8%3 years · per year$15,939 · $11,847+5.8%

+20.7%5 years · per year$25,568 · $9,896−0.2%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

2.47%12-mo yield$247 · $492 on $10k4.92%

−15.0%Worst dropSmaller wins−4.5%

23.3%VolatilityLower wins3.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXLE · GTO

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

Held in common0.0%

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 Four

5Y4 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	PFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.54%	+0.4%	−2.9%	−0.7%	+8.1%	+1.3%	−11.8%	$2.1B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.6%	+5.8%	−0.2%	−4.5%	$2.6B

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

All Four

5Y4 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	PFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.54%	+0.4%	−2.9%	−0.7%	+8.1%	+1.3%	−11.8%	$2.1B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.6%	+5.8%	−0.2%	−4.5%	$2.6B

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 GTO

XLE

Energy Select Sector SPDR

$25,569

GTO

Invesco Total Return Bond

$9,896

MeasureXLEGTO

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.47%4.92%

5 years, per year+20.7%−0.2%

3 years, per year+16.8%+5.8%

Worst drop · 1Y−15.0%−4.5%

Volatility · 1Y23.3%3.7%

3–3measures won
level

0.0%

holdings shared

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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

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

Overlap: PFXF, GTO, XLE, BND

Today

0.1%most shared, PFXF and GTO

PFXFGTOXLEBND

PFXF—0.1%0.0%[…]

GTO0.1%—0.0%[…]

XLE0.0%0.0%—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

GTO$492 − $35 = $457

BND$412 − $3 = $409

XLE$247 − $8 = $239

KeptFee

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