FREL vs XLF

AFREL

BXLF

Measures won3–2FREL wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · FREL $10,633

Lowest cost0.08%FREL · $8 on $10k

Most income3.34%FREL · $334 on $10k

Smallest drop−11.6%FREL · worst fall in 1Y

Held in common0.0%FREL and XLF

FREL

XLF

Fidelity MSCI Real Estate Index ETF · $1.4BState Street Financial Select Sector SPDR ETF · $55.5B

+13.6%3 years · per year$14,643 · $18,391+22.5%

+1.2%5 years · per year$10,633 · $15,474+9.1%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

3.34%12-mo yield$334 · $144 on $10k1.44%

−11.6%Worst dropSmaller wins−14.8%

14.3%VolatilityLower wins15.3%

3–2FREL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFREL · XLF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.34%	−0.5%	+11.1%	+11.1%	+13.6%	+1.2%	−11.6%	$1.4B

End-of-day Nov 6, 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%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.34%	−0.5%	+11.1%	+11.1%	+13.6%	+1.2%	−11.6%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FREL vs XLF

FREL

Fidelity MSCI Real Estate Index

$10,633

XLF

Financial Select Sector SPDR

$15,474

MeasureFRELXLF

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield3.34%1.44%

5 years, per year+1.2%+9.1%

3 years, per year+13.6%+22.5%

Worst drop · 1Y−11.6%−14.8%

Volatility · 1Y14.3%15.3%

3–2measures won
FREL first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FREL, XLF

Today

0.0%most shared, FREL and XLF

FRELXLF

FREL—0.0%

XLF0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$326most kept, FREL

FREL$334 − $8 = $326

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee