XLE vs VDE

AXLE

BVDE

Measures won4–1XLE wins · of 6 · 5Y

$10,000 · 5Y$26,887XLE · VDE $26,276

Lowest cost0.08%XLE · $8 on $10k

Most income2.28%XLE · $228 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common82.3%XLE and VDE

XLE

VDE

State Street Energy Select Sector SPDR ETF · $44.6BVanguard Energy ETF · $10.4B

+20.1%3 years · per year$17,324 · $17,069+19.5%

+21.9%5 years · per year$26,887 · $26,276+21.3%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

2.28%12-mo yield$228 · $220 on $10k2.20%

−15.0%Worst dropSmaller wins−15.0%

22.6%VolatilityLower wins22.5%

4–1XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · VDE

24.3%XOM22.9%

18.3%CVX14.4%

7.2%COP5.9%

4.6%MPC4.5%

Held in common82.3%

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	BVDE	Vanguard Energy ETFRead Desk		0.09%	2.20%	−0.8%	+50.3%	+53.2%	+19.5%	+21.3%	−15.0%	$10.4B

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	BVDE	Vanguard Energy ETFRead Desk		0.09%	2.20%	−0.8%	+50.3%	+53.2%	+19.5%	+21.3%	−15.0%	$10.4B

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 VDE

XLE

Energy Select Sector SPDR

$26,887

VDE

Vanguard Energy

$26,276

MeasureXLEVDE

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield2.28%2.20%

5 years, per year+21.9%+21.3%

3 years, per year+20.1%+19.5%

Worst drop · 1Y−15.0%−15.0%

Volatility · 1Y22.6%22.5%

4–1measures won
XLE first

82.3%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XLE, VDE

Today

82.3%most shared, XLE and VDE

XLEVDE

XLE—82.3%

VDE82.3%—

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

VDE$220 − $9 = $211

KeptFee

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