XLE vs MUB

AXLE

BMUB

Measures won2–4MUB wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · MUB $10,414

Lowest cost0.05%MUB · $5 on $10k

Most income3.27%MUB · $327 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common[…]XLE and MUB

XLE

MUB

State Street Energy Select Sector SPDR ETF · $42.0BiShares National Muni Bond ETF · $54.9B

+16.7%3 years · per year$15,905 · $11,418+4.5%

+20.5%5 years · per year$25,404 · $10,414+0.8%

0.08%Expense ratio$8 · $5 on $10k · lower wins0.05%

2.47%12-mo yield$247 · $327 on $10k3.27%

−15.0%Worst dropSmaller wins−6.3%

23.3%VolatilityLower wins3.7%

2–4MUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · MUB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
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	BMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B

End-of-day Nov 5, 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%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$42.0B
2	BMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B

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 MUB

XLE

Energy Select Sector SPDR

$25,404

MUB

iShares National Muni Bond

$10,414

MeasureXLEMUB

Fee0.08%0.05%

Cost on $10k a year$8$5

Yield2.47%3.27%

5 years, per year+20.5%+0.8%

3 years, per year+16.7%+4.5%

Worst drop · 1Y−15.0%−6.3%

Volatility · 1Y23.3%3.7%

4–2measures won
MUB first

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLE, MUB

Today

[…]holdings […]

XLEMUB

XLE—[…]

MUB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$322most kept, MUB

MUB$327 − $5 = $322

XLE$247 − $8 = $239

KeptFee

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