XLE vs VUG

AXLE

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,568XLE · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common0.2%XLE and VUG

XLE

VUG

State Street Energy Select Sector SPDR ETF · $40.5BVanguard Morningstar Growth ETF · $233B

+16.8%3 years · per year$15,939 · $18,415+22.6%

+20.7%5 years · per year$25,568 · $16,124+10.0%

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

2.47%12-mo yield$247 · $42 on $10k0.42%

−15.0%Worst dropSmaller wins−15.1%

23.3%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · VUG

3.1%TRGP0.2%

0.9%TPL0.1%

Held in common0.2%

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%	$40.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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%	$40.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 VUG

XLE

Energy Select Sector SPDR

$25,569

VUG

Vanguard Morningstar Growth

$16,124

MeasureXLEVUG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield2.47%0.42%

5 years, per year+20.7%+10.0%

3 years, per year+16.8%+22.6%

Worst drop · 1Y−15.0%−15.1%

Volatility · 1Y23.3%19.0%

3–3measures won
level

0.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: XLE, VUG, IWF

Today

78.0%most shared, VUG and IWF

XLEVUGIWF

XLE—0.2%0.5%

VUG0.2%—78.0%

IWF0.5%78.0%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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