XLE vs USRT

AXLE

BUSRT

Measures won2–3USRT wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XLF $15,690

Lowest cost0.08%XLE · $8 on $10k

Most income2.65%USRT · $265 on $10k

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

Held in common0.0%XLE and USRT

XLE

USRT

State Street Energy Select Sector SPDR ETF · $40.5BiShares Core U.S. REIT ETF · $4.2B

+15.9%3 years · per year$15,555 · $15,367+15.4%

+20.4%5 years · per year$25,271 · $12,123+3.9%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

2.46%12-mo yield$246 · $265 on $10k2.65%

−15.0%Worst dropSmaller wins−12.4%

23.3%VolatilityLower wins14.0%

2–3USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · USRT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.65%	+1.7%	+18.1%	+18.4%	+15.4%	+3.9%	−12.4%	$4.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.65%	+1.7%	+18.1%	+18.4%	+15.4%	+3.9%	−12.4%	$4.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLE vs USRT

XLE

Energy Select Sector SPDR

$25,271

USRT

iShares Core U.S. REIT

$12,124

MeasureXLEUSRT

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.46%2.65%

5 years, per year+20.4%+3.9%

3 years, per year+15.9%+15.4%

Worst drop · 1Y−15.0%−12.4%

Volatility · 1Y23.3%14.0%

3–2measures won
USRT first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: XLE, USRT, XLF

Today

0.0%most shared, XLE and USRT

XLEUSRTXLF

XLE—0.0%0.0%

USRT0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$257most kept, USRT

USRT$265 − $8 = $257

XLE$246 − $8 = $238

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee