XLE vs IVV

AXLE

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income2.40%XLE · $240 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common3.7%XLE and IVV

XLE

IVV

State Street Energy Select Sector SPDR ETF · $44.1BiShares Core S&P 500 ETF · $887B

+18.0%3 years · per year$16,447 · $19,178+24.2%

+21.4%5 years · per year$26,379 · $18,118+12.6%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

2.40%12-mo yield$240 · $109 on $10k1.09%

−15.0%Worst dropSmaller wins−8.9%

23.2%VolatilityLower wins12.9%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · IVV

24.2%XOM1.1%

18.4%CVX0.7%

7.2%COP0.3%

4.7%MPC0.2%

Held in common3.7%

End-of-day Nov 4, 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%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B

End-of-day Nov 4, 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%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLE vs IVV

XLE

Energy Select Sector SPDR

$26,379

IVV

iShares Core S&P 500

$18,118

MeasureXLEIVV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield2.40%1.09%

5 years, per year+21.4%+12.6%

3 years, per year+18.0%+24.2%

Worst drop · 1Y−15.0%−8.9%

Volatility · 1Y23.2%12.9%

4–2measures won
IVV first

3.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: XLE, IVV

Today

3.7%most shared, XLE and IVV

XLEIVV

XLE—3.7%

IVV3.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee