FRI vs XLF

AFRI

BXLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,503XLF · FRI $11,730

Lowest cost0.08%XLF · $8 on $10k

Most income2.56%FRI · $256 on $10k

Smallest drop−12.1%FRI · worst fall in 1Y

Held in common0.0%FRI and XLF

FRI

XLF

First Trust S&P REIT Index Fund · $209MState Street Financial Select Sector SPDR ETF · $55.5B

+16.0%3 years · per year$15,611 · $18,620+23.0%

+3.2%5 years · per year$11,730 · $15,503+9.2%

0.51%Expense ratio$51 · $8 on $10k · lower wins0.08%

2.56%12-mo yield$256 · $144 on $10k1.44%

−12.1%Worst dropSmaller wins−14.8%

13.7%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · XLF

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

Held in common0.0%

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	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
2	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$209M

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	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
2	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$209M

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

FRI vs XLF

FRI

First Trust S&P REIT Index Fund

$11,730

XLF

Financial Select Sector SPDR

$15,503

MeasureFRIXLF

Fee0.51%0.08%

Cost on $10k a year$51$8

Yield2.56%1.44%

5 years, per year+3.2%+9.2%

3 years, per year+16.0%+23.0%

Worst drop · 1Y−12.1%−14.8%

Volatility · 1Y13.7%15.3%

3–3measures won
level

0.0%

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: FRI, XLF

Today

0.0%most shared, FRI and XLF

FRIXLF

FRI—0.0%

XLF0.0%—

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

Income After Fees on $10,000

$205most kept, FRI

FRI$256 − $51 = $205

XLF$144 − $8 = $136

KeptFee

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