DFNL vs XLF

ADFNL

BXLF

Measures won4–2DFNL wins · of 6 · 5Y

$10,000 · 5Y$17,632DFNL · XLF $15,503

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−12.9%DFNL · worst fall in 1Y

Held in common28.2%DFNL and XLF

DFNL

XLF

Davis Select Financial ETF · $464MState Street Financial Select Sector SPDR ETF · $55.5B

+27.3%3 years · per year$20,631 · $18,620+23.0%

+12.0%5 years · per year$17,632 · $15,503+9.2%

0.61%Expense ratio$61 · $8 on $10k · lower wins0.08%

1.30%12-mo yield$130 · $144 on $10k1.44%

−12.9%Worst dropSmaller wins−14.8%

15.0%VolatilityLower wins15.3%

4–2DFNL wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFNL · XLF

6.0%BRK-B12.9%

4.6%JPM11.2%

5.1%WFC3.2%

3.2%AXP2.1%

Held in common28.2%

End-of-day Nov 5, 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	ADFNL	Davis Select Financial ETFRead Desk		0.61%	1.30%	−1.8%	+4.9%	+15.0%	+27.3%	+12.0%	−12.9%	$464M
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFNL	Davis Select Financial ETFRead Desk		0.61%	1.30%	−1.8%	+4.9%	+15.0%	+27.3%	+12.0%	−12.9%	$464M
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFNL vs XLF

DFNL

Davis Select Financial

$17,632

XLF

Financial Select Sector SPDR

$15,503

MeasureDFNLXLF

Fee0.61%0.08%

Cost on $10k a year$61$8

Yield1.30%1.44%

5 years, per year+12.0%+9.2%

3 years, per year+27.3%+23.0%

Worst drop · 1Y−12.9%−14.8%

Volatility · 1Y15.0%15.3%

4–2measures won
DFNL first

28.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFNL, XLF

Today

28.2%most shared, DFNL and XLF

DFNLXLF

DFNL—28.2%

XLF28.2%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

DFNL$130 − $61 = $69

KeptFee

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