GABF vs XLF

AGABF

BXLF

Measures won1–4XLF wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF

Lowest cost0.08%XLF · $8 on $10k

Most income2.07%GABF · $207 on $10k

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

Held in common37.3%GABF and XLF

GABF

XLF

Gabelli Financial Services Opportunities ETF · $51MState Street Financial Select Sector SPDR ETF · $54.5B

+19.8%3 years · per year$17,180 · $18,391+22.5%

[…]5 years · per year[…] · $15,474+9.1%

1.64%Expense ratio$164 · $8 on $10k · lower wins0.08%

2.07%12-mo yield$207 · $144 on $10k1.44%

−16.2%Worst dropSmaller wins−14.8%

17.8%VolatilityLower wins15.3%

1–4XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsGABF · XLF

6.7%BRK-B13.2%

5.0%MA6.5%

4.4%V8.9%

3.5%JPM11.1%

Held in common37.3%

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%	$54.5B
2	AGABF	Gabelli Financial Services Opportunities ETFRead Desk		1.64%	2.07%	+0.1%	−5.1%	−4.1%	+19.8%	new	−16.2%	$51M

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%	$54.5B
2	AGABF	Gabelli Financial Services Opportunities ETFRead Desk		1.64%	2.07%	+0.1%	−5.1%	−4.1%	+19.8%	new	−16.2%	$51M

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

GABF vs XLF

GABF

Gabelli Financial Services Opportunities

[…]

XLF

Financial Select Sector SPDR

$15,474

MeasureGABFXLF

Fee1.64%0.08%

Cost on $10k a year$164$8

Yield2.07%1.44%

5 years, per year[…]+9.1%

3 years, per year+19.8%+22.5%

Worst drop · 1Y−16.2%−14.8%

Volatility · 1Y17.8%15.3%

4–1measures won
XLF first

37.3%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GABF, XLF

Today

37.3%most shared, GABF and XLF

GABFXLF

GABF—37.3%

XLF37.3%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

GABF$207 − $164 = $43

KeptFee

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