XLE vs VIG

AXLE

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.5%XLE and VIG

XLE

VIG

State Street Energy Select Sector SPDR ETF · $42.0BVanguard Dividend Appreciation ETF · $109B

+16.8%3 years · per year$15,939 · $16,669+18.6%

+20.7%5 years · per year$25,568 · $16,243+10.2%

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

2.47%12-mo yield$247 · $150 on $10k1.50%

−15.0%Worst dropSmaller wins−7.9%

23.3%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · VIG

24.4%XOM3.0%

4.5%PSX0.5%

0.9%TPL0.1%

Held in common3.5%

End-of-day Nov 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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

$25,569

VIG

Vanguard Dividend Appreciation

$16,243

MeasureXLEVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield2.47%1.50%

5 years, per year+20.7%+10.2%

3 years, per year+16.8%+18.6%

Worst drop · 1Y−15.0%−7.9%

Volatility · 1Y23.3%10.8%

4–2measures won
VIG first

3.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XLE, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

XLEVIGSCHD

XLE—3.5%14.2%

VIG3.5%—14.5%

SCHD14.2%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

XLE$247 − $8 = $239

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee