XLE vs SPYM

AXLE

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common3.5%XLE and SPYM

XLE

SPYM

State Street Energy Select Sector SPDR ETF · $44.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+16.7%3 years · per year$15,905 · $18,222+22.1%

+20.5%5 years · per year$25,404 · $17,164+11.4%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

2.47%12-mo yield$247 · $106 on $10k1.06%

−15.0%Worst dropSmaller wins−8.9%

23.3%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · SPYM

24.3%XOM1.1%

18.6%CVX0.6%

7.1%COP0.2%

4.5%MPC0.2%

Held in common3.5%

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%	$44.1B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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%	$44.1B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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 SPYM

XLE

Energy Select Sector SPDR

$25,404

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureXLESPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield2.47%1.06%

5 years, per year+20.5%+11.4%

3 years, per year+16.7%+22.1%

Worst drop · 1Y−15.0%−8.9%

Volatility · 1Y23.3%13.6%

4–2measures won
SPYM first

3.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: XLE, SPYM

Today

3.5%most shared, XLE and SPYM

XLESPYM

XLE—3.5%

SPYM3.5%—

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

SPYM$106 − $2 = $104

KeptFee

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