Compare · 2 funds side by side · dividends reinvested

VTV and XLF

VTVVanguard×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,626VTV · best of the two

02 / 04

VTV and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VTV 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,626

VTV

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,503

$10,000 five years ago, dividends reinvested · they hold 22.0% in common

VTVMeasureXLF

+19.0%Year to dateJan 1 → Nov 5+6.3%

+24.0%1 yearTotal return+11.4%

+21.3%3 years · per year$10,000 became $17,832 · $18,620+23.0%

+12.0%5 years · per year$10,000 became $17,626 · $15,503+9.2%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.86%Trailing 12-mo yield$186 · $144 a year on $10k1.44%

−6.4%Worst dropSmaller is better−14.8%

10.7%VolatilityLower is calmer15.3%

VTVXLF Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1VTV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VTV vs XLF: Top 5 Holdings

Today

VTV

15.8%in top 5

XLF

in top 543.7%

VTVStockXLF

2.9%BRK-B12.9%

3.3%JPM11.2%

not top 5V8.9%

not top 5MA6.5%

4.6%MUnot top 5

not top 5BAC4.0%

2.6%XOMnot top 5

2.4%JNJnot top 5

Held in common22.0%

End-of-day Nov 5, 2026 · share of each fund

VTV vs XLF Returns, Every Period

VanguardVTV

+12.0%

5 years, per year

XLFSPDR

+9.2%

5 years, per year

VTVXLFFaded: behind in that period

3–1VTV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: VTV vs XLF

YTD

VanguardVTV

+19.0%

XLFSPDR

+6.3%

+19.0%Year to date+6.3%

−6.4%Worst drop · 1Y−14.8%

10.7%Volatility · 1Y15.3%

1.9%Yield1.4%

$184BAssets$55.5B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VTV, XLF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XLF0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VTV, XLF

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VTV, XLF

Today

22.0%most shared, VTV and XLF

VTVXLF

VTV—22.0%

XLF22.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVXLF

+19.0%Year to date+6.3%

1.9%Yield1.4%

+24.0%Past year+11.4%

0.03%Fee0.08%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026