XLE vs EART

AXLE

BEART

Measures won2–0XLE wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XLF $15,690

Lowest cost0.08%XLE · $8 on $10k

Most income2.46%XLE · $246 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.0%XLE and EART

XLE

EART

State Street Energy Select Sector SPDR ETF · $40.5BGlobal X Rare Earth & Critical Materials ETF · $41M

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

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

0.08%Expense ratio$8 · $59 on $10k · lower wins0.59%

2.46%12-mo yield$246 · $74 on $10k0.74%

−15.0%Worst dropSmaller wins[…]

23.3%VolatilityLower wins[…]

2–0XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · EART

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

Held in common0.0%

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

All Three

5Y3 funds

#
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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BEART	Global X Rare Earth & Critical Materials ETFRead Desk	0.59%	0.74%	+4.7%	new	new	new	new	[…]	$41M

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BEART	Global X Rare Earth & Critical Materials ETFRead Desk	0.59%	0.74%	+4.7%	new	new	new	new	[…]	$41M

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 EART

XLE

Energy Select Sector SPDR

$25,271

EART

Global X Rare Earth & Critical Materials

[…]

MeasureXLEEART

Fee0.08%0.59%

Cost on $10k a year$8$59

Yield2.46%0.74%

5 years, per year+20.4%[…]

3 years, per year+15.9%[…]

Worst drop · 1Y−15.0%[…]

Volatility · 1Y23.3%[…]

2–0measures won
XLE first

0.0%

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%

$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, EART, XLF

Today

0.0%most shared, XLE and EART

XLEEARTXLF

XLE—0.0%0.0%

EART0.0%—0.0%

XLF0.0%0.0%—

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

XLF$142 − $8 = $134

EART$74 − $59 = $15

KeptFee

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