XLE vs IXC

AXLE

BIXC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,379XLE · IXC $24,504

Lowest cost0.08%XLE · $8 on $10k

Most income2.68%IXC · $268 on $10k

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

Held in common61.1%XLE and IXC

XLE

IXC

State Street Energy Select Sector SPDR ETF · $44.6BiShares Global Energy ETF · $3.3B

+18.0%3 years · per year$16,447 · $16,552+18.3%

+21.4%5 years · per year$26,379 · $24,504+19.6%

0.08%Expense ratio$8 · $37 on $10k · lower wins0.37%

2.40%12-mo yield$240 · $268 on $10k2.68%

−15.0%Worst dropSmaller wins−15.4%

23.2%VolatilityLower wins21.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · IXC

24.2%XOM18.4%

18.4%CVX11.2%

7.2%COP4.4%

4.7%MPC3.0%

Held in common61.1%

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%	$44.6B
2	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B

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%	$44.6B
2	BIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B

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 IXC

XLE

Energy Select Sector SPDR

$26,379

IXC

iShares Global Energy

$24,504

MeasureXLEIXC

Fee0.08%0.37%

Cost on $10k a year$8$37

Yield2.40%2.68%

5 years, per year+21.4%+19.6%

3 years, per year+18.0%+18.3%

Worst drop · 1Y−15.0%−15.4%

Volatility · 1Y23.2%21.7%

3–3measures won
level

61.1%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: XLE, IXC

Today

61.1%most shared, XLE and IXC

XLEIXC

XLE—61.1%

IXC61.1%—

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

IXC$268 − $37 = $231

KeptFee

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