XLE vs VYM

AXLE

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · VYM $17,742

Lowest cost0.04%VYM · $4 on $10k

Most income2.40%XLE · $240 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common9.3%XLE and VYM

XLE

VYM

State Street Energy Select Sector SPDR ETF · $44.1BVanguard High Dividend Yield ETF · $78.9B

+18.0%3 years · per year$16,447 · $17,970+21.6%

+21.4%5 years · per year$26,379 · $17,742+12.2%

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

2.40%12-mo yield$240 · $222 on $10k2.22%

−15.0%Worst dropSmaller wins−6.7%

23.2%VolatilityLower wins10.1%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · VYM

24.2%XOM2.8%

18.4%CVX1.6%

7.2%COP0.6%

4.7%MPC0.5%

Held in common9.3%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B

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 VYM

XLE

Energy Select Sector SPDR

$26,379

VYM

Vanguard High Dividend Yield

$17,742

MeasureXLEVYM

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield2.40%2.22%

5 years, per year+21.4%+12.2%

3 years, per year+18.0%+21.6%

Worst drop · 1Y−15.0%−6.7%

Volatility · 1Y23.2%10.1%

4–2measures won
VYM first

9.3%

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XLE, VYM

Today

9.3%most shared, XLE and VYM

XLEVYM

XLE—9.3%

VYM9.3%—

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

VYM$222 − $4 = $218

KeptFee

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