IUSB vs XLE

AIUSB

BXLE

Measures won4–2IUSB wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · PFXF $10,643

Lowest cost0.06%IUSB · $6 on $10k

Most income6.54%PFXF · $654 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]IUSB and XLE

IUSB

XLE

iShares Core Universal USD Bond ETF · $50.4BState Street Energy Select Sector SPDR ETF · $42.0B

+5.6%3 years · per year$11,774 · $15,939+16.8%

+0.3%5 years · per year$10,138 · $25,568+20.7%

0.06%Expense ratio$6 · $8 on $10k · lower wins0.08%

4.34%12-mo yield$434 · $247 on $10k2.47%

−4.3%Worst dropSmaller wins−15.0%

3.9%VolatilityLower wins23.3%

4–2IUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSB · XLE

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

Held in common[…]

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	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%	$42.0B
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	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B

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	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%	$42.0B
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	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B

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

IUSB vs XLE

IUSB

iShares Core Universal USD Bond

$10,138

XLE

Energy Select Sector SPDR

$25,569

MeasureIUSBXLE

Fee0.06%0.08%

Cost on $10k a year$6$8

Yield4.34%2.47%

5 years, per year+0.3%+20.7%

3 years, per year+5.6%+16.8%

Worst drop · 1Y−4.3%−15.0%

Volatility · 1Y3.9%23.3%

4–2measures won
IUSB first

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%

$42.0BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PFXF, IUSB, XLE

Today

0.0%most shared, PFXF and XLE

PFXFIUSBXLE

PFXF—[…]0.0%

IUSB[…]—[…]

XLE0.0%[…]—

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

IUSB$434 − $6 = $428

XLE$247 − $8 = $239

KeptFee

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