XLE vs VUG

AXLE

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,379XLE · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income2.40%XLE · $240 on $10k

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

Held in common0.2%XLE and VUG

XLE

VUG

State Street Energy Select Sector SPDR ETF · $44.1BVanguard Morningstar Growth ETF · $233B

+18.0%3 years · per year$16,447 · $19,712+25.4%

+21.4%5 years · per year$26,379 · $17,153+11.4%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

2.40%12-mo yield$240 · $40 on $10k0.40%

−15.0%Worst dropSmaller wins−16.1%

23.2%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · VUG

3.2%TRGP0.2%

1.0%TPL0.1%

Held in common0.2%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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 VUG

XLE

Energy Select Sector SPDR

$26,379

VUG

Vanguard Morningstar Growth

$17,153

MeasureXLEVUG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield2.40%0.40%

5 years, per year+21.4%+11.4%

3 years, per year+18.0%+25.4%

Worst drop · 1Y−15.0%−16.1%

Volatility · 1Y23.2%18.2%

3–3measures won
level

0.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

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

Overlap: XLE, VUG

Today

0.2%most shared, XLE and VUG

XLEVUG

XLE—0.2%

VUG0.2%—

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

VUG$40 − $3 = $37

KeptFee

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