XLE vs CGCV

AXLE

BCGCV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$25,271XLE

Lowest cost0.08%XLE · $8 on $10k

Most income2.46%XLE · $246 on $10k

Smallest drop−7.9%CGCV · worst fall in 1Y

Held in common3.6%XLE and CGCV

XLE

CGCV

State Street Energy Select Sector SPDR ETF · $40.5BCapital Group Conservative Equity ETF · $2.4B

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

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

0.08%Expense ratio$8 · $33 on $10k · lower wins0.33%

2.46%12-mo yield$246 · $154 on $10k1.54%

−15.0%Worst dropSmaller wins−7.9%

23.3%VolatilityLower wins10.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · CGCV

24.5%XOM1.9%

4.1%EOG0.6%

7.3%COP0.6%

2.5%BKR0.5%

Held in common3.6%

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	BCGCV	Capital Group Conservative Equity ETFRead Desk		0.33%	1.54%	+2.1%	+11.4%	+14.6%	new	new	−7.9%	$2.4B

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	BCGCV	Capital Group Conservative Equity ETFRead Desk		0.33%	1.54%	+2.1%	+11.4%	+14.6%	new	new	−7.9%	$2.4B

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 CGCV

XLE

Energy Select Sector SPDR

$25,271

CGCV

Capital Group Conservative Equity

[…]

MeasureXLECGCV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield2.46%1.54%

5 years, per year+20.4%[…]

3 years, per year+15.9%[…]

Worst drop · 1Y−15.0%−7.9%

Volatility · 1Y23.3%10.5%

2–2measures won
level

3.6%

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%

$120BAssets$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, CGCV

Today

3.6%most shared, XLE and CGCV

XLECGCV

XLE—3.6%

CGCV3.6%—

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

CGCV$154 − $33 = $121

KeptFee

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