XLE vs PXE

AXLE

BPXE

Measures won6–0XLE wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · PXE $21,768

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 common30.4%XLE and PXE

XLE

PXE

State Street Energy Select Sector SPDR ETF · $44.1BInvesco Energy Exploration & Production ETF · $163M

+18.0%3 years · per year$16,447 · $13,472+10.4%

+21.4%5 years · per year$26,379 · $21,768+16.8%

0.08%Expense ratio$8 · $67 on $10k · lower wins0.67%

2.40%12-mo yield$240 · $157 on $10k1.57%

−15.0%Worst dropSmaller wins−16.7%

23.2%VolatilityLower wins29.2%

6–0XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · PXE

7.2%COP5.1%

4.7%MPC5.6%

4.6%PSX5.4%

4.4%VLO5.3%

Held in common30.4%

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%	$44.1B
2	BPXE	Invesco Energy Exploration & Production ETFRead Desk		0.67%	1.57%	−5.9%	+44.0%	+43.1%	+10.4%	+16.8%	−16.7%	$163M

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%	$44.1B
2	BPXE	Invesco Energy Exploration & Production ETFRead Desk		0.67%	1.57%	−5.9%	+44.0%	+43.1%	+10.4%	+16.8%	−16.7%	$163M

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 PXE

XLE

Energy Select Sector SPDR

$26,379

PXE

Invesco Energy Exploration & Production

$21,768

MeasureXLEPXE

Fee0.08%0.67%

Cost on $10k a year$8$67

Yield2.40%1.57%

5 years, per year+21.4%+16.8%

3 years, per year+18.0%+10.4%

Worst drop · 1Y−15.0%−16.7%

Volatility · 1Y23.2%29.2%

6–0measures won
XLE first

30.4%

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%

$44.1BAssets$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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XLE, PXE

Today

30.4%most shared, XLE and PXE

XLEPXE

XLE—30.4%

PXE30.4%—

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

PXE$157 − $67 = $90

KeptFee

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