XLE vs DES

AXLE

BDES

Measures won4–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · DES $13,859

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−8.7%DES · worst fall in 1Y

Held in common0.0%XLE and DES

XLE

DES

State Street Energy Select Sector SPDR ETF · $42.0BWisdomTree U.S. SmallCap Dividend Fund · $2.1B

+16.7%3 years · per year$15,905 · $15,487+15.7%

+20.5%5 years · per year$25,404 · $13,859+6.7%

0.08%Expense ratio$8 · $38 on $10k · lower wins0.38%

2.47%12-mo yield$247 · $234 on $10k2.34%

−15.0%Worst dropSmaller wins−8.7%

23.3%VolatilityLower wins14.6%

4–2XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · DES

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

Held in common0.0%

End-of-day Nov 5, 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%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	BDES	WisdomTree U.S. SmallCap Dividend FundRead Desk		0.38%	2.34%	−3.2%	+17.4%	+21.8%	+15.7%	+6.7%	−8.7%	$2.1B

End-of-day Nov 5, 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%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	BDES	WisdomTree U.S. SmallCap Dividend FundRead Desk		0.38%	2.34%	−3.2%	+17.4%	+21.8%	+15.7%	+6.7%	−8.7%	$2.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLE vs DES

XLE

Energy Select Sector SPDR

$25,404

DES

WisdomTree U.S. SmallCap Dividend Fund

$13,859

MeasureXLEDES

Fee0.08%0.38%

Cost on $10k a year$8$38

Yield2.47%2.34%

5 years, per year+20.5%+6.7%

3 years, per year+16.7%+15.7%

Worst drop · 1Y−15.0%−8.7%

Volatility · 1Y23.3%14.6%

4–2measures won
XLE first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLE, DES

Today

0.0%most shared, XLE and DES

XLEDES

XLE—0.0%

DES0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

DES$234 − $38 = $196

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee