PXI vs IXC

APXI

BIXC

Measures won0–6IXC wins · of 6 · 5Y

$10,000 · 5Y$23,813IXC · PXI $18,393

Lowest cost0.37%IXC · $37 on $10k

Most income2.75%IXC · $275 on $10k

Smallest drop−15.4%IXC · worst fall in 1Y

Held in common26.7%PXI and IXC

PXI

IXC

Invesco Dorsey Wright Energy Momentum ETF · $77MiShares Global Energy ETF · $3.2B

+10.9%3 years · per year$13,630 · $16,169+17.4%

+13.0%5 years · per year$18,393 · $23,813+18.9%

0.85%Expense ratio$85 · $37 on $10k · lower wins0.37%

1.28%12-mo yield$128 · $275 on $10k2.75%

−16.7%Worst dropSmaller wins−15.4%

25.9%VolatilityLower wins21.8%

0–6IXC wins

$10,000 · 5 yearsOne scale

Shared top holdingsPXI · IXC

3.4%XOM18.2%

3.7%MPC2.9%

2.9%COP4.3%

3.7%VLO2.8%

Held in common26.7%

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

Both

5Y2 funds

#			Trend
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	APXI	Invesco Dorsey Wright Energy Momentum ETFRead Desk		0.85%	1.28%	−4.5%	+25.5%	+24.1%	+10.9%	+13.0%	−16.7%	$77M

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

Both

5Y2 funds

#			Trend
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	APXI	Invesco Dorsey Wright Energy Momentum ETFRead Desk		0.85%	1.28%	−4.5%	+25.5%	+24.1%	+10.9%	+13.0%	−16.7%	$77M

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

PXI vs IXC

PXI

Invesco Dorsey Wright Energy Momentum

$18,393

IXC

iShares Global Energy

$23,813

MeasurePXIIXC

Fee0.85%0.37%

Cost on $10k a year$85$37

Yield1.28%2.75%

5 years, per year+13.0%+18.9%

3 years, per year+10.9%+17.4%

Worst drop · 1Y−16.7%−15.4%

Volatility · 1Y25.9%21.8%

6–0measures won
IXC first

26.7%

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: PXI, IXC

Today

26.7%most shared, PXI and IXC

PXIIXC

PXI—26.7%

IXC26.7%—

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

PXI$128 − $85 = $43

KeptFee

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