TRUN vs IXC

ATRUN

BIXC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$23,813IXC

Lowest cost0.16%TRUN · $16 on $10k

Most income2.75%IXC · $275 on $10k

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

Held in common60.6%TRUN and IXC

TRUN

IXC

VanEck Energy TruSector ETF · $0MiShares Global Energy ETF · $3.2B

[…]3 years · per year[…] · $16,169+17.4%

[…]5 years · per year[…] · $23,813+18.9%

0.16%Expense ratio$16 · $37 on $10k · lower wins0.37%

0.62%12-mo yield$62 · $275 on $10k2.75%

[…]Worst dropSmaller wins−15.4%

[…]VolatilityLower wins21.8%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsTRUN · IXC

24.5%XOM18.2%

14.2%CVX11.2%

5.5%COP4.3%

3.7%MPC2.9%

Held in common60.6%

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	ATRUN	VanEck Energy TruSector ETFRead Desk		0.16%	0.62%	−2.8%	new	new	new	new	[…]	$300K

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	ATRUN	VanEck Energy TruSector ETFRead Desk		0.16%	0.62%	−2.8%	new	new	new	new	[…]	$300K

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

TRUN vs IXC

TRUN

VanEck Energy TruSector

[…]

IXC

iShares Global Energy

$23,813

MeasureTRUNIXC

Fee0.16%0.37%

Cost on $10k a year$16$37

Yield0.62%2.75%

5 years, per year[…]+18.9%

3 years, per year[…]+17.4%

Worst drop · 1Y[…]−15.4%

Volatility · 1Y[…]21.8%

1–1measures won
level

60.6%

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: TRUN, IXC

Today

60.6%most shared, TRUN and IXC

TRUNIXC

TRUN—60.6%

IXC60.6%—

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

TRUN$62 − $16 = $46

KeptFee

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