XLE vs IXG5YXLEXLEAvsBIXGIXGState Street Energy Select Sector SPDR ETF · $40.5BiShares Global Financials ETF · $717MReturns · dividends in+16.4%3 years · per year$15,781 · $20,045+26.1%+20.7%5 years · per year$25,622 · $18,433+13.0%Cost and income0.08%Expense ratio$8 · $38 on $10k · lower wins0.38%2.45%12-mo yield$245 · $213 on $10k2.13%Risk · 1 yearEnd-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AXLEState Street Energy Select Sector SPDR ETFReadDesk0.08%2.45%+0.4%+41.9%+42.9%+16.4%+20.7%−15.0%$40.5B2BIXGiShares Global Financials ETFReadDesk0.38%2.13%+0.2%+11.8%+18.1%+26.1%+13.0%−11.3%$717MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AXLEState Street Energy Select Sector SPDR ETFReadDesk0.08%2.45%+0.4%+41.9%+42.9%+16.4%+20.7%−15.0%$40.5B2BIXGiShares Global Financials ETFReadDesk0.38%2.13%+0.2%+11.8%+18.1%+26.1%+13.0%−11.3%$717MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: XLE, IXGToday0.0%most shared, XLE and IXGXLEIXGXLE—0.0%IXG0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
XLE vs IXG5YAXLEEnergy Select Sector SPDR$25,622vsIXGBiShares Global Financials$18,433$10k$20kNov 2021Nov 2026
XLE vs VDEYTDSPDRXLESA+41.9%vsBVVDEVanguard+40.0%Jan 1Nov 10+41.9%+40.0%+41.9%Year to date+40.0%2.4%Yield2.4%$40.5BAssets$10.4B1–0XLE winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: XLE, IXGToday0.0%most shared, XLE and IXGXLEIXGXLE—0.0%IXG0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$237most kept, XLEXLE$245 − $8 = $237IXG$213 − $38 = $175KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee