XLE vs FNCL

AXLE

BFNCL

Measures won2–3FNCL wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · FNCL $15,425

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common0.0%XLE and FNCL

XLE

FNCL

State Street Energy Select Sector SPDR ETF · $44.1BFidelity MSCI Financials Index ETF · $2.2B

+16.7%3 years · per year$15,905 · $18,881+23.6%

+20.5%5 years · per year$25,404 · $15,425+9.1%

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

2.47%12-mo yield$247 · $159 on $10k1.59%

−15.0%Worst dropSmaller wins−14.8%

23.3%VolatilityLower wins15.3%

2–3FNCL wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · FNCL

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%	$44.1B
2	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.59%	−2.8%	+5.8%	+11.3%	+23.6%	+9.1%	−14.8%	$2.2B

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%	$44.1B
2	BFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.59%	−2.8%	+5.8%	+11.3%	+23.6%	+9.1%	−14.8%	$2.2B

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 FNCL

XLE

Energy Select Sector SPDR

$25,404

FNCL

Fidelity MSCI Financials Index

$15,425

MeasureXLEFNCL

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.47%1.59%

5 years, per year+20.5%+9.1%

3 years, per year+16.7%+23.6%

Worst drop · 1Y−15.0%−14.8%

Volatility · 1Y23.3%15.3%

3–2measures won
FNCL 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%

$44.1BAssets$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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLE, FNCL

Today

0.0%most shared, XLE and FNCL

XLEFNCL

XLE—0.0%

FNCL0.0%—

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

FNCL$159 − $8 = $151

KeptFee

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