PSCD vs XLE

APSCD

BXLE

Measures won1–5XLE wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · PSCD $11,184

Lowest cost0.08%XLE · $8 on $10k

Most income2.46%XLE · $246 on $10k

Smallest drop−14.2%PSCD · worst fall in 1Y

Held in common0.0%PSCD and XLE

PSCD

XLE

Invesco S&P SmallCap Consumer Discretionary ETF · $24MState Street Energy Select Sector SPDR ETF · $40.5B

+14.1%3 years · per year$14,871 · $15,555+15.9%

+2.3%5 years · per year$11,184 · $25,271+20.4%

0.29%Expense ratio$29 · $8 on $10k · lower wins0.08%

0.96%12-mo yield$96 · $246 on $10k2.46%

−14.2%Worst dropSmaller wins−15.0%

23.6%VolatilityLower wins23.3%

1–5XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSCD · XLE

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

Held in common0.0%

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk		0.29%	0.96%	+3.5%	+15.3%	+22.5%	+14.1%	+2.3%	−14.2%	$24M

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	APSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk		0.29%	0.96%	+3.5%	+15.3%	+22.5%	+14.1%	+2.3%	−14.2%	$24M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSCD vs XLE

PSCD

Invesco S&P SmallCap Consumer Discretionary

$11,184

XLE

Energy Select Sector SPDR

$25,271

MeasurePSCDXLE

Fee0.29%0.08%

Cost on $10k a year$29$8

Yield0.96%2.46%

5 years, per year+2.3%+20.4%

3 years, per year+14.1%+15.9%

Worst drop · 1Y−14.2%−15.0%

Volatility · 1Y23.6%23.3%

5–1measures won
XLE first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PSCD, XLE

Today

0.0%most shared, PSCD and XLE

PSCDXLE

PSCD—0.0%

XLE0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

PSCD$96 − $29 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee