WATS vs IXC

AWATS

BIXC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$23,739IXC · XLF $15,690

Lowest cost0.08%XLF · $8 on $10k

Most income2.75%IXC · $275 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.0%WATS and IXC

WATS

IXC

Corgi ETF Trust I - Corgi Battery Energy Storage Systems ETF · $1MiShares Global Energy ETF · $2.7B

[…]3 years · per year[…] · $15,661+16.1%

[…]5 years · per year[…] · $23,739+18.9%

0.35%Expense ratio$35 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $275 on $10k2.75%

[…]Worst dropSmaller wins−15.4%

[…]VolatilityLower wins21.8%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWATS · IXC

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	AWATS	Corgi ETF Trust I - Corgi Battery Energy Storage Systems ETFRead Desk	0.35%	0.00%	+4.3%	new	new	new	new	[…]	$541K

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	+0.3%	+38.3%	+41.9%	+16.1%	+18.9%	−15.4%	$2.7B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	AWATS	Corgi ETF Trust I - Corgi Battery Energy Storage Systems ETFRead Desk	0.35%	0.00%	+4.3%	new	new	new	new	[…]	$541K

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WATS vs IXC

WATS

Corgi ETF Trust I - Corgi Battery Energy Storage Systems

[…]

IXC

iShares Global Energy

$23,739

MeasureWATSIXC

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield0.00%2.75%

5 years, per year[…]+18.9%

3 years, per year[…]+16.1%

Worst drop · 1Y[…]−15.4%

Volatility · 1Y[…]21.8%

1–1measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: WATS, IXC, XLF

Today

0.0%most shared, WATS and IXC

WATSIXCXLF

WATS—0.0%0.0%

IXC0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, IXC

IXC$275 − $37 = $238

XLF$142 − $8 = $134

WATS$0 − $35 = −$35

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee