IAK vs XLF

AIAK

BXLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,457IAK · XLF $15,353

Lowest cost0.08%XLF · $8 on $10k

Most income2.38%IAK · $238 on $10k

Smallest drop−10.5%IAK · worst fall in 1Y

Held in common9.9%IAK and XLF

IAK

XLF

iShares U.S. Insurance ETF · $479MState Street Financial Select Sector SPDR ETF · $54.2B

+20.2%3 years · per year$17,366 · $19,057+24.0%

+14.2%5 years · per year$19,457 · $15,353+9.0%

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

2.38%12-mo yield$238 · $144 on $10k1.44%

−10.5%Worst dropSmaller wins−14.8%

16.1%VolatilityLower wins14.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIAK · XLF

13.7%PGR1.7%

13.1%CB1.6%

8.4%TRV1.0%

6.7%ALL0.8%

Held in common9.9%

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	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.38%	−0.9%	+12.4%	+21.6%	+20.2%	+14.2%	−10.5%	$479M
2	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

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	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.38%	−0.9%	+12.4%	+21.6%	+20.2%	+14.2%	−10.5%	$479M
2	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

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

IAK vs XLF

IAK

iShares U.S. Insurance

$19,457

XLF

Financial Select Sector SPDR

$15,353

MeasureIAKXLF

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield2.38%1.44%

5 years, per year+14.2%+9.0%

3 years, per year+20.2%+24.0%

Worst drop · 1Y−10.5%−14.8%

Volatility · 1Y16.1%14.6%

3–3measures won
level

9.9%

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: IAK, XLF

Today

9.9%most shared, IAK and XLF

IAKXLF

IAK—9.9%

XLF9.9%—

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

Income After Fees on $10,000

$201most kept, IAK

IAK$238 − $37 = $201

XLF$144 − $8 = $136

KeptFee

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