PWER vs IXC

APWER

BIXC

Measures won1–3IXC wins · of 6 · 5Y

$10,000 · 5Y$23,739IXC · XLV $15,284

Lowest cost0.08%XLV · $8 on $10k

Most income2.75%IXC · $275 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common11.8%PWER and IXC

PWER

IXC

Nomura Energy Transition ETF · $12MiShares Global Energy ETF · $2.7B

[…]3 years · per year[…] · $15,661+16.1%

[…]5 years · per year[…] · $23,739+18.9%

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

1.13%12-mo yield$113 · $275 on $10k2.75%

−13.7%Worst dropSmaller wins−15.4%

22.3%VolatilityLower wins21.8%

1–3IXC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPWER · IXC

3.5%COP4.4%

3.2%VLO2.7%

4.6%EOG2.1%

2.1%BKR1.3%

Held in common11.8%

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

All Three

5Y3 funds

#
1	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.13%	+2.7%	+24.4%	+33.2%	new	new	−13.7%	$12M

End-of-day Nov 9, 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%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.13%	+2.7%	+24.4%	+33.2%	new	new	−13.7%	$12M

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

PWER vs IXC

PWER

Nomura Energy Transition

[…]

IXC

iShares Global Energy

$23,739

MeasurePWERIXC

Fee0.79%0.37%

Cost on $10k a year$79$37

Yield1.13%2.75%

5 years, per year[…]+18.9%

3 years, per year[…]+16.1%

Worst drop · 1Y−13.7%−15.4%

Volatility · 1Y22.3%21.8%

3–1measures won
IXC first

11.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PWER, IXC, XLV

Today

11.8%most shared, PWER and IXC

PWERIXCXLV

PWER—11.8%0.0%

IXC11.8%—0.0%

XLV0.0%0.0%—

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

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

XLV$135 − $8 = $127

PWER$113 − $79 = $34

KeptFee

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