XLE vs AGG

AXLE

BAGG

Measures won2–4AGG wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income4.12%AGG · $412 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]XLE and AGG

XLE

AGG

State Street Energy Select Sector SPDR ETF · $40.5BiShares Core U.S. Aggregate Bond ETF · $139B

+16.8%3 years · per year$15,939 · $11,649+5.2%

+20.7%5 years · per year$25,568 · $9,970−0.1%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

2.47%12-mo yield$247 · $412 on $10k4.12%

−15.0%Worst dropSmaller wins−4.6%

23.3%VolatilityLower wins4.1%

2–4AGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · AGG

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

Held in common[…]

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	AXLE	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	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B

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	AXLE	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	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B

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

XLE vs AGG

XLE

Energy Select Sector SPDR

$25,569

AGG

iShares Core U.S. Aggregate Bond

$9,970

MeasureXLEAGG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield2.47%4.12%

5 years, per year+20.7%−0.1%

3 years, per year+16.8%+5.2%

Worst drop · 1Y−15.0%−4.6%

Volatility · 1Y23.3%4.1%

4–2measures won
AGG first

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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%

$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

Overlap: XLE, AGG

Today

[…]holdings […]

XLEAGG

XLE—[…]

AGG[…]—

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

XLE$247 − $8 = $239

KeptFee

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