Compare · 3 funds side by side · dividends reinvested

XLF, VUG and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeXLF · 1.42% · $142 a year on $10k

Story of the three · RiskSmallest drop

XLF, VUG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: XLF 1998 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR ETF · $53.4B$15,733

XLF

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

XLFMeasure

More Ways to See the Pairs

XLF vs VUG: Top 5 Holdings

Today

XLF

43.6%in top 5

VUG

in top 545.2%

XLFStockVUG

not top 5NVDA13.5%

13.1%BRK-Bnot top 5

not top 5AAPL12.5%

11.1%JPMnot top 5

not top 5MSFT9.7%

Cost, Income and Risk

Fees: XLF, VUG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

XLF0.08%$8

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

Yields: XLF, VUG, IJH

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VUG

+7.7%Year to dateJan 1 → Nov 10+3.4%

+12.2%1 yearTotal return+4.2%

+21.8%3 years · per year$10,000 became $18,086 · $18,230+22.2%

+9.5%5 years · per year$10,000 became $15,733 · $16,394+10.4%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.42%Trailing 12-mo yield$142 · $41 a year on $10k0.41%

−14.8%Worst dropSmaller is better−15.1%

15.3%VolatilityLower is calmer19.1%

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

5–3XLF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

8.8%Vnot top 5

6.5%MAnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

4.0%BACnot top 5

Held in common3.9%

End-of-day Nov 10, 2026 · share of each fund

XLF vs VUG Returns, Every Period

5Y

SPDRXLF

+9.5%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

XLFVUGFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: XLF vs IJH

YTD

SPDRXLF

+7.7%

IJHiShares

+13.2%

+7.7%Year to date+13.2%

−14.8%Worst drop · 1Y−8.8%

15.3%Volatility · 1Y15.7%

1.4%Yield1.2%

$53.4BAssets$125B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.42%highest, XLF

FundTrailing yieldYield$10k

XLF1.42%$142

IJH1.22%$122

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$134most kept, XLF

XLF$142 − $8 = $134

IJH$122 − $5 = $117

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: XLF, VUG, IJH

Today

3.9%most shared, XLF and VUG

XLFVUGIJH

XLF—3.9%0.0%

VUG3.9%—0.0%

IJH0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.7%IJH, at 15.7% volatility

XLFWorst drop−14.8%15.3% vol

IJHWorst drop−8.8%15.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLFIJH

+7.7%Year to date+13.2%

1.4%Yield1.2%

+12.2%Past year+15.7%

0.08%Fee0.05%

3–1IJH wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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XLF, VUG and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three