XLE vs FENY

AXLE

BFENY

Measures won3–1XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · FENY $24,989

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−14.9%FENY · worst fall in 1Y

Held in common80.9%XLE and FENY

XLE

FENY

State Street Energy Select Sector SPDR ETF · $40.5BFidelity MSCI Energy Index ETF · $2.4B

+16.8%3 years · per year$15,939 · $15,672+16.2%

+20.7%5 years · per year$25,568 · $24,989+20.1%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

2.47%12-mo yield$247 · $233 on $10k2.33%

−15.0%Worst dropSmaller wins−14.9%

23.3%VolatilityLower wins23.3%

3–1XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · FENY

24.4%XOM23.5%

18.8%CVX15.2%

7.3%COP6.4%

4.5%MPC4.3%

Held in common80.9%

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

Both

5Y2 funds

#			Trend
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%	$40.5B
2	BFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.33%	+0.1%	+38.6%	+42.8%	+16.2%	+20.1%	−14.9%	$2.4B

End-of-day Nov 6, 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%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	BFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.33%	+0.1%	+38.6%	+42.8%	+16.2%	+20.1%	−14.9%	$2.4B

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 FENY

XLE

Energy Select Sector SPDR

$25,569

FENY

Fidelity MSCI Energy Index

$24,989

MeasureXLEFENY

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.47%2.33%

5 years, per year+20.7%+20.1%

3 years, per year+16.8%+16.2%

Worst drop · 1Y−15.0%−14.9%

Volatility · 1Y23.3%23.3%

3–1measures won
XLE first

80.9%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: XLE, FENY

Today

80.9%most shared, XLE and FENY

XLEFENY

XLE—80.9%

FENY80.9%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FENY$233 − $8 = $225

KeptFee

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