XLE vs IVV

AXLE

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common3.5%XLE and IVV

XLE

IVV

State Street Energy Select Sector SPDR ETF · $42.0BiShares Core S&P 500 ETF · $850B

+16.7%3 years · per year$15,905 · $18,221+22.1%

+20.5%5 years · per year$25,404 · $17,151+11.4%

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

2.47%12-mo yield$247 · $114 on $10k1.14%

−15.0%Worst dropSmaller wins−8.9%

23.3%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · IVV

24.3%XOM1.0%

18.6%CVX0.6%

7.1%COP0.2%

4.5%MPC0.2%

Held in common3.5%

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

All Three

5Y3 funds

#
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%	$42.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

All Three

5Y3 funds

#
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%	$42.0B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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 IVV

XLE

Energy Select Sector SPDR

$25,404

IVV

iShares Core S&P 500

$17,152

MeasureXLEIVV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield2.47%1.14%

5 years, per year+20.5%+11.4%

3 years, per year+16.7%+22.1%

Worst drop · 1Y−15.0%−8.9%

Volatility · 1Y23.3%13.6%

4–2measures won
IVV first

3.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: XLE, IVV, VOO

Today

93.5%most shared, IVV and VOO

XLEIVVVOO

XLE—3.5%3.4%

IVV3.5%—93.5%

VOO3.4%93.5%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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