XLE vs IWF

AXLE

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common0.5%XLE and IWF

XLE

IWF

State Street Energy Select Sector SPDR ETF · $40.5BiShares Russell 1000 Growth ETF · $115B

+16.8%3 years · per year$15,939 · $17,022+19.4%

+20.7%5 years · per year$25,568 · $15,442+9.1%

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

2.47%12-mo yield$247 · $39 on $10k0.39%

−15.0%Worst dropSmaller wins−14.6%

23.3%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · IWF

3.1%TRGP0.2%

4.5%MPC0.2%

0.9%TPL0.1%

4.3%VLO0.0%

Held in common0.5%

End-of-day Nov 6, 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%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 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%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 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

$25,569

IWF

iShares Russell 1000 Growth

$15,442

MeasureXLEIWF

Fee0.08%0.18%

Cost on $10k a year$8$18

Yield2.47%0.39%

5 years, per year+20.7%+9.1%

3 years, per year+16.8%+19.4%

Worst drop · 1Y−15.0%−14.6%

Volatility · 1Y23.3%19.4%

3–3measures won
level

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: XLE, IWF, VUG

Today

78.0%most shared, IWF and VUG

XLEIWFVUG

XLE—0.5%0.2%

IWF0.5%—78.0%

VUG0.2%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee