VDE vs XLE

AVDE

BXLE

Measures won0–4XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VDE $24,968

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 common82.4%VDE and XLE

VDE

XLE

Vanguard Energy ETF · $10.4BState Street Energy Select Sector SPDR ETF · $40.5B

+16.1%3 years · per year$15,665 · $15,939+16.8%

+20.1%5 years · per year$24,968 · $25,568+20.7%

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

2.38%12-mo yield$238 · $247 on $10k2.47%

−15.0%Worst dropSmaller wins−15.0%

23.3%VolatilityLower wins23.3%

0–4XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsVDE · XLE

22.9%XOM24.4%

14.4%CVX18.8%

5.9%COP7.3%

4.5%MPC4.5%

Held in common82.4%

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%	$40.5B
2	AVDE	Vanguard Energy ETFRead Desk		0.09%	2.38%	+0.1%	+38.6%	+42.7%	+16.1%	+20.1%	−15.0%	$10.4B

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%	$40.5B
2	AVDE	Vanguard Energy ETFRead Desk		0.09%	2.38%	+0.1%	+38.6%	+42.7%	+16.1%	+20.1%	−15.0%	$10.4B

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

VDE vs XLE

VDE

Vanguard Energy

$24,968

XLE

Energy Select Sector SPDR

$25,569

MeasureVDEXLE

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield2.38%2.47%

5 years, per year+20.1%+20.7%

3 years, per year+16.1%+16.8%

Worst drop · 1Y−15.0%−15.0%

Volatility · 1Y23.3%23.3%

4–0measures won
XLE first

82.4%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VDE, XLE

Today

82.4%most shared, VDE and XLE

VDEXLE

VDE—82.4%

XLE82.4%—

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

VDE$238 − $9 = $229

KeptFee

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