SPYM vs XLE

ASPYM

BXLE

Measures won4–2SPYM wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common3.5%SPYM and XLE

SPYM

XLE

State Street SPDR Portfolio S&P 500 ETF · $182BState Street Energy Select Sector SPDR ETF · $42.0B

+21.8%3 years · per year$18,082 · $15,939+16.8%

+11.4%5 years · per year$17,192 · $25,568+20.7%

0.02%Expense ratio$2 · $8 on $10k · lower wins0.08%

1.05%12-mo yield$105 · $247 on $10k2.47%

−8.9%Worst dropSmaller wins−15.0%

13.6%VolatilityLower wins23.3%

4–2SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · XLE

1.1%XOM24.4%

0.7%CVX18.8%

0.3%COP7.3%

0.2%MPC4.5%

Held in common3.5%

End-of-day Nov 6, 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%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

End-of-day Nov 6, 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%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPYM vs XLE

SPYM

SPDR Portfolio S&P 500

$17,192

XLE

Energy Select Sector SPDR

$25,569

MeasureSPYMXLE

Fee0.02%0.08%

Cost on $10k a year$2$8

Yield1.05%2.47%

5 years, per year+11.4%+20.7%

3 years, per year+21.8%+16.8%

Worst drop · 1Y−8.9%−15.0%

Volatility · 1Y13.6%23.3%

4–2measures won
SPYM first

3.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: SPYM, XLE

Today

3.5%most shared, SPYM and XLE

SPYMXLE

SPYM—3.5%

XLE3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee