XLE vs BESF

AXLE

BBESF

Measures won1–3BESF wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE

Lowest cost0.08%XLE · $8 on $10k

Most income6.50%BESF · $650 on $10k

Smallest drop−14.7%BESF · worst fall in 1Y

Held in common17.0%XLE and BESF

XLE

BESF

State Street Energy Select Sector SPDR ETF · $40.5BBastion Energy ETF · $31M

+15.9%3 years · per year$15,555 · […][…]

+20.4%5 years · per year$25,271 · […][…]

0.08%Expense ratio$8 · $81 on $10k · lower wins0.81%

2.46%12-mo yield$246 · $650 on $10k6.50%

−15.0%Worst dropSmaller wins−14.7%

23.3%VolatilityLower wins22.0%

1–3BESF wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · BESF

4.0%WMB5.0%

3.1%KMI3.0%

2.9%OKE5.3%

2.5%DVN3.8%

Held in common17.0%

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

Both

5Y2 funds

#			Trend
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BBESF	Bastion Energy ETFRead Desk		0.81%	6.50%	+1.7%	+10.4%	+18.5%	new	new	−14.7%	$31M

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BBESF	Bastion Energy ETFRead Desk		0.81%	6.50%	+1.7%	+10.4%	+18.5%	new	new	−14.7%	$31M

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

XLE vs BESF

XLE

Energy Select Sector SPDR

$25,271

BESF

Bastion Energy

[…]

MeasureXLEBESF

Fee0.08%0.81%

Cost on $10k a year$8$81

Yield2.46%6.50%

5 years, per year+20.4%[…]

3 years, per year+15.9%[…]

Worst drop · 1Y−15.0%−14.7%

Volatility · 1Y23.3%22.0%

3–1measures won
BESF first

17.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

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

Overlap: XLE, BESF

Today

17.0%most shared, XLE and BESF

XLEBESF

XLE—17.0%

BESF17.0%—

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

Income After Fees on $10,000

$569most kept, BESF

BESF$650 − $81 = $569

XLE$246 − $8 = $238

KeptFee

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