XES vs VDE

AXES

BVDE

Measures won0–6VDE wins · of 6 · 5Y

$10,000 · 5Y$24,968VDE · XES $17,716

Lowest cost0.09%VDE · $9 on $10k

Most income2.38%VDE · $238 on $10k

Smallest drop−15.0%VDE · worst fall in 1Y

Held in common10.8%XES and VDE

XES

VDE

State Street SPDR S&P Oil & Gas Equipment & Services ETF · $287MVanguard Energy ETF · $10.4B

+4.5%3 years · per year$11,416 · $15,665+16.1%

+12.1%5 years · per year$17,716 · $24,968+20.1%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

1.25%12-mo yield$125 · $238 on $10k2.38%

−29.8%Worst dropSmaller wins−15.0%

32.6%VolatilityLower wins23.3%

0–6VDE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXES · VDE

4.1%SLB2.8%

3.4%BKR2.1%

3.7%FTI1.1%

4.0%HAL1.0%

Held in common10.8%

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	BVDE	Vanguard Energy ETFRead Desk		0.09%	2.38%	+0.1%	+38.6%	+42.7%	+16.1%	+20.1%	−15.0%	$10.4B
2	AXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk		0.35%	1.25%	+3.1%	+18.3%	+21.4%	+4.5%	+12.1%	−29.8%	$287M

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	BVDE	Vanguard Energy ETFRead Desk		0.09%	2.38%	+0.1%	+38.6%	+42.7%	+16.1%	+20.1%	−15.0%	$10.4B
2	AXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk		0.35%	1.25%	+3.1%	+18.3%	+21.4%	+4.5%	+12.1%	−29.8%	$287M

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

XES vs VDE

XES

SPDR S&P Oil & Gas Equipment & Services

$17,716

VDE

Vanguard Energy

$24,968

MeasureXESVDE

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield1.25%2.38%

5 years, per year+12.1%+20.1%

3 years, per year+4.5%+16.1%

Worst drop · 1Y−29.8%−15.0%

Volatility · 1Y32.6%23.3%

6–0measures won
VDE first

10.8%

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%

$40.5BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: XES, VDE

Today

10.8%most shared, XES and VDE

XESVDE

XES—10.8%

VDE10.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$229most kept, VDE

VDE$238 − $9 = $229

XES$125 − $35 = $90

KeptFee

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