RWR vs XLE

ARWR

BXLE

Measures won4–2RWR wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · RWR $11,973

Lowest cost0.08%XLE · $8 on $10k

Most income3.34%RWR · $334 on $10k

Smallest drop−12.8%RWR · worst fall in 1Y

Held in common0.0%RWR and XLE

RWR

XLE

State Street SPDR Dow Jones REIT ETF · $1.8BState Street Energy Select Sector SPDR ETF · $44.1B

+17.5%3 years · per year$16,229 · $15,905+16.7%

+3.7%5 years · per year$11,973 · $25,404+20.5%

0.25%Expense ratio$25 · $8 on $10k · lower wins0.08%

3.34%12-mo yield$334 · $247 on $10k2.47%

−12.8%Worst dropSmaller wins−15.0%

14.2%VolatilityLower wins23.3%

4–2RWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWR · XLE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$44.1B
2	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B

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%	$44.1B
2	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B

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

RWR vs XLE

RWR

SPDR Dow Jones REIT

$11,973

XLE

Energy Select Sector SPDR

$25,404

MeasureRWRXLE

Fee0.25%0.08%

Cost on $10k a year$25$8

Yield3.34%2.47%

5 years, per year+3.7%+20.5%

3 years, per year+17.5%+16.7%

Worst drop · 1Y−12.8%−15.0%

Volatility · 1Y14.2%23.3%

4–2measures won
RWR first

0.0%

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%

$44.1BAssets$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%

$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

Overlap: RWR, XLE

Today

0.0%most shared, RWR and XLE

RWRXLE

RWR—0.0%

XLE0.0%—

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

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

XLE$247 − $8 = $239

KeptFee

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