PWER vs IXC

APWER

BIXC

Measures won1–3IXC wins · of 6 · 5Y

$10,000 · 5Y$23,813IXC · XLF $15,503

Lowest cost0.08%XLF · $8 on $10k

Most income2.75%IXC · $275 on $10k

Smallest drop−13.7%PWER · worst fall in 1Y

Held in common11.8%PWER and IXC

PWER

IXC

Nomura Energy Transition ETF · $12MiShares Global Energy ETF · $3.2B

[…]3 years · per year[…] · $16,169+17.4%

[…]5 years · per year[…] · $23,813+18.9%

0.79%Expense ratio$79 · $37 on $10k · lower wins0.37%

1.17%12-mo yield$117 · $275 on $10k2.75%

−13.7%Worst dropSmaller wins−15.4%

22.2%VolatilityLower wins21.8%

1–3IXC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPWER · IXC

3.5%COP4.3%

3.2%VLO2.8%

4.6%EOG2.0%

2.1%BKR1.3%

Held in common11.8%

End-of-day Nov 5, 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%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.17%	−3.1%	+20.3%	+30.5%	new	new	−13.7%	$12M

End-of-day Nov 5, 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%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.17%	−3.1%	+20.3%	+30.5%	new	new	−13.7%	$12M

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

Cards for this view

PWER vs IXC

PWER

Nomura Energy Transition

[…]

IXC

iShares Global Energy

$23,813

MeasurePWERIXC

Fee0.79%0.37%

Cost on $10k a year$79$37

Yield1.17%2.75%

5 years, per year[…]+18.9%

3 years, per year[…]+17.4%

Worst drop · 1Y−13.7%−15.4%

Volatility · 1Y22.2%21.8%

3–1measures won
IXC first

11.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PWER, IXC, XLF

Today

11.8%most shared, PWER and IXC

PWERIXCXLF

PWER—11.8%0.0%

IXC11.8%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

XLF$144 − $8 = $136

PWER$117 − $79 = $38

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee