PSCE vs IXC

APSCE

BIXC

Measures won2–4IXC wins · of 6 · 5Y

$10,000 · 5Y$25,061IXC · XLF $15,353

Lowest cost0.08%XLF · $8 on $10k

Most income2.57%PSCE · $257 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.0%PSCE and IXC

PSCE

IXC

Invesco S&P SmallCap Energy ETF · $99MiShares Global Energy ETF · $3.3B

+3.7%3 years · per year$11,146 · $17,316+20.1%

+8.0%5 years · per year$14,668 · $25,061+20.2%

0.29%Expense ratio$29 · $37 on $10k · lower wins0.37%

2.57%12-mo yield$257 · $256 on $10k2.56%

−16.2%Worst dropSmaller wins−15.4%

27.6%VolatilityLower wins21.2%

2–4IXC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPSCE · IXC

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

Held in common0.0%

End-of-day Nov 3, 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	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	APSCE	Invesco S&P SmallCap Energy ETFRead Desk	0.29%	2.57%	−0.5%	+34.1%	+34.7%	+3.7%	+8.0%	−16.2%	$99M

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

All Three

5Y3 funds

#
1	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	APSCE	Invesco S&P SmallCap Energy ETFRead Desk	0.29%	2.57%	−0.5%	+34.1%	+34.7%	+3.7%	+8.0%	−16.2%	$99M

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

Cards for this view

PSCE vs IXC

PSCE

Invesco S&P SmallCap Energy

$14,668

IXC

iShares Global Energy

$25,061

MeasurePSCEIXC

Fee0.29%0.37%

Cost on $10k a year$29$37

Yield2.57%2.56%

5 years, per year+8.0%+20.2%

3 years, per year+3.7%+20.1%

Worst drop · 1Y−16.2%−15.4%

Volatility · 1Y27.6%21.2%

4–1measures won
IXC first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PSCE, IXC, XLF

Today

0.0%most shared, PSCE and IXC

PSCEIXCXLF

PSCE—0.0%0.0%

IXC0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$228most kept, PSCE

PSCE$257 − $29 = $228

IXC$256 − $37 = $219

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee