XLE vs PXI

AXLE

BPXI

Measures won5–1XLE wins · of 6 · 5Y

$10,000 · 5Y$26,887XLE · PXI $20,003

Lowest cost0.08%XLE · $8 on $10k

Most income2.28%XLE · $228 on $10k

Smallest drop−12.4%PXI · worst fall in 1Y

Held in common34.7%XLE and PXI

XLE

PXI

State Street Energy Select Sector SPDR ETF · $44.6BInvesco Dorsey Wright Energy Momentum ETF · $78M

+20.1%3 years · per year$17,324 · $15,338+15.3%

+21.9%5 years · per year$26,887 · $20,003+14.9%

0.08%Expense ratio$8 · $85 on $10k · lower wins0.85%

2.28%12-mo yield$228 · $114 on $10k1.14%

−15.0%Worst dropSmaller wins−12.4%

22.6%VolatilityLower wins24.5%

5–1XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · PXI

4.5%PSX3.7%

4.6%MPC3.7%

4.2%VLO3.6%

24.3%XOM3.3%

Held in common34.7%

End-of-day Nov 3, 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%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	BPXI	Invesco Dorsey Wright Energy Momentum ETFRead Desk		0.85%	1.14%	−0.5%	+41.2%	+37.2%	+15.3%	+14.9%	−12.4%	$78M

End-of-day Nov 3, 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%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	BPXI	Invesco Dorsey Wright Energy Momentum ETFRead Desk		0.85%	1.14%	−0.5%	+41.2%	+37.2%	+15.3%	+14.9%	−12.4%	$78M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLE vs PXI

XLE

Energy Select Sector SPDR

$26,887

PXI

Invesco Dorsey Wright Energy Momentum

$20,003

MeasureXLEPXI

Fee0.08%0.85%

Cost on $10k a year$8$85

Yield2.28%1.14%

5 years, per year+21.9%+14.9%

3 years, per year+20.1%+15.3%

Worst drop · 1Y−15.0%−12.4%

Volatility · 1Y22.6%24.5%

5–1measures won
XLE first

34.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: XLE, PXI

Today

34.7%most shared, XLE and PXI

XLEPXI

XLE—34.7%

PXI34.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

PXI$114 − $85 = $29

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee