Compare · 3 funds side by side · dividends reinvested

XLF, VYM and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,281VGT · best of the three

02 / 04

XLF, VYM and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: XLF 1998 · VYM 2006 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

XLF

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,254

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

XLFMeasureVYM

+7.2%Year to dateJan 1 → Nov 9+15.4%

+12.4%1 yearTotal return+19.5%

+22.2%3 years · per year$10,000 became $18,230 · $17,150+19.7%

+9.4%5 years · per year$10,000 became $15,690 · $17,254+11.5%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

1.42%Trailing 12-mo yield$142 · $226 a year on $10k2.26%

−14.8%Worst dropSmaller is better−6.7%

15.3%VolatilityLower is calmer10.8%

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

1–7VYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLF vs VYM: Top 5 Holdings

Today

XLF

43.8%in top 5

VYM

in top 518.2%

XLFStockVYM

13.2%BRK-Bnot top 5

11.1%JPM3.8%

9.0%Vnot top 5

not top 5AVGO6.9%

6.6%MAnot top 5

4.0%BACnot top 5

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common18.2%

End-of-day Nov 9, 2026 · share of each fund

XLF vs VYM Returns, Every Period

SPDRXLF

+9.4%

5 years, per year

VYMVanguard

+11.5%

5 years, per year

XLFVYMFaded: behind in that period

1–3VYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: XLF vs VYM

YTD

SPDRXLF

+7.2%

VYMVanguard

+15.4%

+7.2%Year to date+15.4%

−14.8%Worst drop · 1Y−6.7%

15.3%Volatility · 1Y10.8%

1.4%Yield2.3%

$53.4BAssets$78.9B

4–0VYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLF, VYM, VGT

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

XLF0.08%$8

VGT0.09%$9

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XLF, VYM, VGT

2.26%highest, VYM

FundTrailing yieldYield$10k

VYM2.26%$226

XLF1.42%$142

VGT0.42%$42

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

XLF$142 − $8 = $134

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XLF, VYM, VGT

Today

18.2%most shared, XLF and VYM

XLFVYMVGT

XLF—18.2%0.0%

VYM18.2%—12.8%

VGT0.0%12.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.5%VYM, at 10.8% volatility

VYMWorst drop−6.7%10.8% vol

XLFWorst drop−14.8%15.3% vol

VGTWorst drop−17.5%26.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VYMVGT

+15.4%Year to date+19.3%

2.3%Yield0.4%

+19.5%Past year+18.0%

0.04%Fee0.09%

3–1VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026