VYM vs XLE

AVYM

BXLE

Measures won4–2VYM wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common9.3%VYM and XLE

VYM

XLE

Vanguard High Dividend Yield ETF · $78.9BState Street Energy Select Sector SPDR ETF · $42.0B

+19.6%3 years · per year$17,107 · $15,939+16.8%

+11.1%5 years · per year$16,941 · $25,568+20.7%

0.04%Expense ratio$4 · $8 on $10k · lower wins0.08%

2.31%12-mo yield$231 · $247 on $10k2.47%

−6.7%Worst dropSmaller wins−15.0%

10.6%VolatilityLower wins23.3%

4–2VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVYM · XLE

2.8%XOM24.4%

1.6%CVX18.8%

0.6%COP7.3%

0.5%MPC4.5%

Held in common9.3%

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	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

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	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

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

VYM vs XLE

VYM

Vanguard High Dividend Yield

$16,941

XLE

Energy Select Sector SPDR

$25,569

MeasureVYMXLE

Fee0.04%0.08%

Cost on $10k a year$4$8

Yield2.31%2.47%

5 years, per year+11.1%+20.7%

3 years, per year+19.6%+16.8%

Worst drop · 1Y−6.7%−15.0%

Volatility · 1Y10.6%23.3%

4–2measures won
VYM first

9.3%

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

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

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: VYM, XLE

Today

9.3%most shared, VYM and XLE

VYMXLE

VYM—9.3%

XLE9.3%—

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

VYM$231 − $4 = $227

KeptFee

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