XLE vs PWER

AXLE

BPWER

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$25,404XLE

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−13.7%PWER · worst fall in 1Y

Held in common15.5%XLE and PWER

XLE

PWER

State Street Energy Select Sector SPDR ETF · $42.0BNomura Energy Transition ETF · $12M

+16.7%3 years · per year$15,905 · […][…]

+20.5%5 years · per year$25,404 · […][…]

0.08%Expense ratio$8 · $79 on $10k · lower wins0.79%

2.47%12-mo yield$247 · $117 on $10k1.17%

−15.0%Worst dropSmaller wins−13.7%

23.3%VolatilityLower wins22.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · PWER

4.0%EOG4.6%

7.1%COP3.5%

4.3%VLO3.2%

2.6%BKR2.1%

Held in common15.5%

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	BPWER	Nomura Energy Transition ETFRead Desk		0.79%	1.17%	−3.1%	+20.3%	+30.5%	new	new	−13.7%	$12M

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	BPWER	Nomura Energy Transition ETFRead Desk		0.79%	1.17%	−3.1%	+20.3%	+30.5%	new	new	−13.7%	$12M

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 PWER

XLE

Energy Select Sector SPDR

$25,404

PWER

Nomura Energy Transition

[…]

MeasureXLEPWER

Fee0.08%0.79%

Cost on $10k a year$8$79

Yield2.47%1.17%

5 years, per year+20.5%[…]

3 years, per year+16.7%[…]

Worst drop · 1Y−15.0%−13.7%

Volatility · 1Y23.3%22.2%

2–2measures won
level

15.5%

holdings shared

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, PWER

Today

15.5%most shared, XLE and PWER

XLEPWER

XLE—15.5%

PWER15.5%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

PWER$117 − $79 = $38

KeptFee

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