XLE vs DES

AXLE

BDES

Measures won4–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · 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

+16.8%3 years · per year$15,939 · $15,359+15.4%

+20.7%5 years · per year$25,568 · $13,832+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 yearsAll three, one scale

Shared top holdingsXLE · DES

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

Held in common0.0%

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

All Three

5Y3 funds

#
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%	$42.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BDES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.34%	−0.2%	+17.2%	+20.1%	+15.4%	+6.7%	−8.7%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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%	$42.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BDES	WisdomTree U.S. SmallCap Dividend FundRead Desk	0.38%	2.34%	−0.2%	+17.2%	+20.1%	+15.4%	+6.7%	−8.7%	$2.1B

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 DES

XLE

Energy Select Sector SPDR

$25,569

DES

WisdomTree U.S. SmallCap Dividend Fund

$13,832

MeasureXLEDES

Fee0.08%0.38%

Cost on $10k a year$8$38

Yield2.47%2.34%

5 years, per year+20.7%+6.7%

3 years, per year+16.8%+15.4%

Worst drop · 1Y−15.0%−8.7%

Volatility · 1Y23.3%14.6%

4–2measures won
XLE first

0.0%

holdings shared

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

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XLE, DES, SCHD

Today

14.2%most shared, XLE and SCHD

XLEDESSCHD

XLE—0.0%14.2%

DES0.0%—1.1%

SCHD14.2%1.1%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

XLE$247 − $8 = $239

DES$234 − $38 = $196

KeptFee

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