XLE vs IWF

AXLE

BIWF

Measures won4–2XLE wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · IWF $16,559

Lowest cost0.08%XLE · $8 on $10k

Most income2.40%XLE · $240 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common0.5%XLE and IWF

XLE

IWF

State Street Energy Select Sector SPDR ETF · $44.1BiShares Russell 1000 Growth ETF · $121B

+18.0%3 years · per year$16,447 · $18,310+22.3%

+21.4%5 years · per year$26,379 · $16,559+10.6%

0.08%Expense ratio$8 · $18 on $10k · lower wins0.18%

2.40%12-mo yield$240 · $37 on $10k0.37%

−15.0%Worst dropSmaller wins−15.6%

23.2%VolatilityLower wins18.3%

4–2XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · IWF

4.7%MPC0.2%

3.2%TRGP0.2%

1.0%TPL0.1%

4.4%VLO0.0%

Held in common0.5%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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 IWF

XLE

Energy Select Sector SPDR

$26,379

IWF

iShares Russell 1000 Growth

$16,559

MeasureXLEIWF

Fee0.08%0.18%

Cost on $10k a year$8$18

Yield2.40%0.37%

5 years, per year+21.4%+10.6%

3 years, per year+18.0%+22.3%

Worst drop · 1Y−15.0%−15.6%

Volatility · 1Y23.2%18.3%

4–2measures won
XLE first

0.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: XLE, IWF

Today

0.5%most shared, XLE and IWF

XLEIWF

XLE—0.5%

IWF0.5%—

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

IWF$37 − $18 = $19

KeptFee

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