FDIQ vs XLF

AFDIQ

BXLF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,353XLF

Lowest cost0.08%XLF · $8 on $10k

Most income1.97%FDIQ · $197 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common7.3%FDIQ and XLF

FDIQ

XLF

Invesco Bloomberg Financial Data Providers ETF · $43MState Street Financial Select Sector SPDR ETF · $54.2B

[…]3 years · per year[…] · $19,057+24.0%

[…]5 years · per year[…] · $15,353+9.0%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

1.97%12-mo yield$197 · $144 on $10k1.44%

[…]Worst dropSmaller wins−14.8%

[…]VolatilityLower wins14.6%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDIQ · XLF

4.9%SPGI1.7%

4.6%CME1.3%

4.5%ICE1.1%

4.5%MCO0.9%

Held in common7.3%

End-of-day Nov 3, 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	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	AFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk		0.35%	1.97%	−0.8%	new	new	new	new	[…]	$43M

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

Both

5Y2 funds

#			Trend
1	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	AFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk		0.35%	1.97%	−0.8%	new	new	new	new	[…]	$43M

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

Cards for this view

FDIQ vs XLF

FDIQ

Invesco Bloomberg Financial Data Providers

[…]

XLF

Financial Select Sector SPDR

$15,353

MeasureFDIQXLF

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield1.97%1.44%

5 years, per year[…]+9.0%

3 years, per year[…]+24.0%

Worst drop · 1Y[…]−14.8%

Volatility · 1Y[…]14.6%

1–1measures won
level

7.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FDIQ, XLF

Today

7.3%most shared, FDIQ and XLF

FDIQXLF

FDIQ—7.3%

XLF7.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$162most kept, FDIQ

FDIQ$197 − $35 = $162

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee