XLE vs PBOG

AXLE

BPBOG

Measures won2–0XLE wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE

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 common47.0%XLE and PBOG

XLE

PBOG

State Street Energy Select Sector SPDR ETF · $44.6BPortfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF · $509M

+18.0%3 years · per year$16,447 · […][…]

+21.4%5 years · per year$26,379 · […][…]

0.08%Expense ratio$8 · $13 on $10k · lower wins0.13%

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

−15.0%Worst dropSmaller wins[…]

23.2%VolatilityLower wins[…]

2–0XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · PBOG

24.2%XOM18.9%

18.4%CVX11.6%

7.2%COP4.6%

4.0%EOG4.4%

Held in common47.0%

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	BPBOG	Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETFRead Desk		0.13%	0.12%	−4.3%	+42.0%	new	new	new	[…]	$509M

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	BPBOG	Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETFRead Desk		0.13%	0.12%	−4.3%	+42.0%	new	new	new	[…]	$509M

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 PBOG

XLE

Energy Select Sector SPDR

$26,379

PBOG

Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index

[…]

MeasureXLEPBOG

Fee0.08%0.13%

Cost on $10k a year$8$13

Yield2.40%0.12%

5 years, per year+21.4%[…]

3 years, per year+18.0%[…]

Worst drop · 1Y−15.0%[…]

Volatility · 1Y23.2%[…]

2–0measures won
XLE first

47.0%

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, PBOG

Today

47.0%most shared, XLE and PBOG

XLEPBOG

XLE—47.0%

PBOG47.0%—

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

PBOG$12 − $13 = −$1

KeptFee

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