PXI vs XLE

APXI

BXLE

Measures won0–6XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · PXI $18,393

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common35.0%PXI and XLE

PXI

XLE

Invesco Dorsey Wright Energy Momentum ETF · $71MState Street Energy Select Sector SPDR ETF · $42.0B

+10.9%3 years · per year$13,630 · $15,905+16.7%

+13.0%5 years · per year$18,393 · $25,404+20.5%

0.85%Expense ratio$85 · $8 on $10k · lower wins0.08%

1.28%12-mo yield$128 · $247 on $10k2.47%

−16.7%Worst dropSmaller wins−15.0%

25.9%VolatilityLower wins23.3%

0–6XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsPXI · XLE

3.8%PSX4.6%

3.7%VLO4.3%

3.7%MPC4.5%

3.4%XOM24.3%

Held in common35.0%

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
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%	$71M

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
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%	$71M

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 XLE

PXI

Invesco Dorsey Wright Energy Momentum

$18,393

XLE

Energy Select Sector SPDR

$25,404

MeasurePXIXLE

Fee0.85%0.08%

Cost on $10k a year$85$8

Yield1.28%2.47%

5 years, per year+13.0%+20.5%

3 years, per year+10.9%+16.7%

Worst drop · 1Y−16.7%−15.0%

Volatility · 1Y25.9%23.3%

6–0measures won
XLE first

35.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PXI, XLE

Today

35.0%most shared, PXI and XLE

PXIXLE

PXI—35.0%

XLE35.0%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

PXI$128 − $85 = $43

KeptFee

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