PWER vs XLE

APWER

BXLE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$25,622XLE · VNQ $10,711

Lowest cost0.08%XLE · $8 on $10k

Most income3.51%VNQ · $351 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common15.6%PWER and XLE

Nomura Energy Transition ETF · $12MState Street Energy Select Sector SPDR ETF · $40.5B

[…]3 years · per year[…] · $15,781+16.4%

[…]5 years · per year[…] · $25,622+20.7%

0.79%Expense ratio$79 · $8 on $10k · lower wins0.08%

1.15%12-mo yield$115 · $245 on $10k2.45%

Cards for this view

PWER

Nomura Energy Transition

[…]

XLE

Energy Select Sector SPDR

$25,622

MeasurePWERXLE

Fee0.79%0.08%

Cost on $10k a year$79$8

Yield1.15%2.45%

5 years, per year[…]+20.7%

3 years, per year[…]+16.4%

Worst drop · 1Y−13.7%−15.0%

Volatility · 1Y22.3%

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.45%	+0.4%	+41.9%	+42.9%	+16.4%	+20.7%	−15.0%	$40.5B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.51%	−0.2%	+12.8%	+11.7%	+12.1%	+1.4%	−11.4%	$35.9B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.15%	−1.3%	+22.8%	+31.1%	new	new	−13.7%	$12M

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.45%	+0.4%	+41.9%	+42.9%	+16.4%	+20.7%	−15.0%	$40.5B
2	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.51%	−0.2%	+12.8%	+11.7%	+12.1%	+1.4%	−11.4%	$35.9B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.15%	−1.3%	+22.8%	+31.1%	new	new	−13.7%	$12M

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