VDC vs XLE

AVDC

BXLE

Measures won2–4XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VDC $14,896

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−9.4%VDC · worst fall in 1Y

Held in common0.0%VDC and XLE

VDC

XLE

Vanguard Consumer Staples ETF · $7.4BState Street Energy Select Sector SPDR ETF · $42.0B

+13.7%3 years · per year$14,706 · $15,939+16.8%

+8.3%5 years · per year$14,896 · $25,568+20.7%

0.09%Expense ratio$9 · $8 on $10k · lower wins0.08%

1.99%12-mo yield$199 · $247 on $10k2.47%

−9.4%Worst dropSmaller wins−15.0%

15.3%VolatilityLower wins23.3%

2–4XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsVDC · XLE

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

Held in common0.0%

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	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.99%	−1.2%	+18.1%	+20.6%	+13.7%	+8.3%	−9.4%	$7.4B

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	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.99%	−1.2%	+18.1%	+20.6%	+13.7%	+8.3%	−9.4%	$7.4B

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

VDC vs XLE

VDC

Vanguard Consumer Staples

$14,896

XLE

Energy Select Sector SPDR

$25,569

MeasureVDCXLE

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.99%2.47%

5 years, per year+8.3%+20.7%

3 years, per year+13.7%+16.8%

Worst drop · 1Y−9.4%−15.0%

Volatility · 1Y15.3%23.3%

4–2measures won
XLE first

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VDC, XLE

Today

0.0%most shared, VDC and XLE

VDCXLE

VDC—0.0%

XLE0.0%—

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

VDC$199 − $9 = $190

KeptFee

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