XLE vs VIG

AXLE

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.40%XLE · $240 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common3.5%XLE and VIG

XLE

VIG

State Street Energy Select Sector SPDR ETF · $44.1BVanguard Dividend Appreciation ETF · $109B

+18.0%3 years · per year$16,447 · $17,533+20.6%

+21.4%5 years · per year$26,379 · $17,005+11.2%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

2.40%12-mo yield$240 · $144 on $10k1.44%

−15.0%Worst dropSmaller wins−7.9%

23.2%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · VIG

24.2%XOM3.0%

4.6%PSX0.5%

1.0%TPL0.1%

Held in common3.5%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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 VIG

XLE

Energy Select Sector SPDR

$26,379

VIG

Vanguard Dividend Appreciation

$17,005

MeasureXLEVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield2.40%1.44%

5 years, per year+21.4%+11.2%

3 years, per year+18.0%+20.6%

Worst drop · 1Y−15.0%−7.9%

Volatility · 1Y23.2%10.2%

4–2measures won
VIG first

3.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

Overlap: XLE, VIG

Today

3.5%most shared, XLE and VIG

XLEVIG

XLE—3.5%

VIG3.5%—

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

VIG$144 − $4 = $140

KeptFee

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