XLE vs FXN

AXLE

BFXN

Measures won5–1XLE wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · FXN $20,547

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−13.4%FXN · worst fall in 1Y

Held in common43.1%XLE and FXN

XLE

FXN

State Street Energy Select Sector SPDR ETF · $44.1BFirst Trust Energy AlphaDEX Fund · $388M

+16.7%3 years · per year$15,905 · $14,346+12.8%

+20.5%5 years · per year$25,404 · $20,547+15.5%

0.08%Expense ratio$8 · $63 on $10k · lower wins0.63%

2.47%12-mo yield$247 · $183 on $10k1.83%

−15.0%Worst dropSmaller wins−13.4%

23.3%VolatilityLower wins24.1%

5–1XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · FXN

4.6%PSX4.0%

4.5%MPC3.9%

4.3%VLO3.7%

4.0%EOG3.4%

Held in common43.1%

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	BFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.83%	−4.7%	+41.1%	+46.2%	+12.8%	+15.5%	−13.4%	$388M

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	BFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.83%	−4.7%	+41.1%	+46.2%	+12.8%	+15.5%	−13.4%	$388M

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 FXN

XLE

Energy Select Sector SPDR

$25,404

FXN

First Trust Energy AlphaDEX Fund

$20,547

MeasureXLEFXN

Fee0.08%0.63%

Cost on $10k a year$8$63

Yield2.47%1.83%

5 years, per year+20.5%+15.5%

3 years, per year+16.7%+12.8%

Worst drop · 1Y−15.0%−13.4%

Volatility · 1Y23.3%24.1%

5–1measures won
XLE first

43.1%

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, FXN

Today

43.1%most shared, XLE and FXN

XLEFXN

XLE—43.1%

FXN43.1%—

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

FXN$183 − $63 = $120

KeptFee

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