XLE vs IUSB

AXLE

BIUSB

Measures won2–4IUSB wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · IUSB $10,142

Lowest cost0.06%IUSB · $6 on $10k

Most income4.33%IUSB · $433 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]XLE and IUSB

XLE

IUSB

State Street Energy Select Sector SPDR ETF · $44.1BiShares Core Universal USD Bond ETF · $50.3B

+16.7%3 years · per year$15,905 · $11,909+6.0%

+20.5%5 years · per year$25,404 · $10,142+0.3%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

2.47%12-mo yield$247 · $433 on $10k4.33%

−15.0%Worst dropSmaller wins−4.3%

23.3%VolatilityLower wins3.9%

2–4IUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · IUSB

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

Held in common[…]

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	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B

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	BIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B

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 IUSB

XLE

Energy Select Sector SPDR

$25,404

IUSB

iShares Core Universal USD Bond

$10,142

MeasureXLEIUSB

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.47%4.33%

5 years, per year+20.5%+0.3%

3 years, per year+16.7%+6.0%

Worst drop · 1Y−15.0%−4.3%

Volatility · 1Y23.3%3.9%

4–2measures won
IUSB first

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, IUSB

Today

[…]holdings […]

XLEIUSB

XLE—[…]

IUSB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

XLE$247 − $8 = $239

KeptFee

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