XLE vs BCFN5YXLEXLEAvsBBCFNBCFNState Street Energy Select Sector SPDR ETF · $41.6BBaron Financials ETF · $45MReturns · dividends in+19.1%3 years · per year$16,880 · […][…]+21.7%5 years · per year$26,671 · […][…]Cost and income0.08%Expense ratio$8 · $80 on $10k · lower wins0.80%2.37%12-mo yield$237 · $0 on $10k0.00%Risk · 1 year
Overlap: XLE, BCFN, XLFToday41.7%most shared, BCFN and XLFXLEBCFNXLFXLE—0.0%0.0%BCFN0.0%—41.7%XLF0.0%41.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
XLE vs BCFN5YAXLEEnergy Select Sector SPDR$26,671vsBCFNBBaron Financials[…]MeasureXLEBCFNFee0.08%0.80%Cost on $10k a year$8$80Yield2.37%0.00%5 years, per year+21.7%[…]3 years, per year+19.1%[…]Worst drop · 1Y−15.0%[…]Volatility · 1Y23.4%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AXLEState Street Energy Select Sector SPDR ETFReadDesk0.08%2.37%+1.5%+46.7%+44.6%+19.1%+21.7%−15.0%$41.6B2XLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.42%−0.7%+7.6%+11.1%+22.0%+9.7%−14.8%$54.2B3BBCFNBaron Financials ETFReadDesk0.80%0.00%−1.1%−8.6%newnewnew[…]$45MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AXLEState Street Energy Select Sector SPDR ETFReadDesk0.08%2.37%+1.5%+46.7%+44.6%+19.1%+21.7%−15.0%$41.6B2XLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.42%−0.7%+7.6%+11.1%+22.0%+9.7%−14.8%$54.2B3BBCFNBaron Financials ETFReadDesk0.80%0.00%−1.1%−8.6%newnewnew[…]$45MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
XLE vs VDEYTDSPDRXLESA+46.7%vsBVVDEVanguard+44.8%Jan 1Nov 12+46.7%+44.8%+46.7%Year to date+44.8%2.4%Yield2.3%$41.6BAssets$10.4B2–0XLE winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: XLE, BCFN, XLFToday41.7%most shared, BCFN and XLFXLEBCFNXLFXLE—0.0%0.0%BCFN0.0%—41.7%XLF0.0%41.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$229most kept, XLEXLE$237 − $8 = $229XLF$142 − $8 = $134BCFN$0 − $80 = −$80KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee