IBAT vs XLF

AIBAT

BXLF

Measures won0–4XLF wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 on $10k

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

Held in common0.0%IBAT and XLF

IBAT

XLF

iShares Energy Storage & Materials ETF · $55MState Street Financial Select Sector SPDR ETF · $53.8B

[…]3 years · per year[…] · $18,620+23.0%

[…]5 years · per year[…] · $15,503+9.2%

0.47%Expense ratio$47 · $8 on $10k · lower wins0.08%

0.92%12-mo yield$92 · $144 on $10k1.44%

−30.7%Worst dropSmaller wins−14.8%

33.4%VolatilityLower wins15.3%

0–4XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBAT · 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%	$53.8B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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%	$53.8B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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

IBAT vs XLF

IBAT

iShares Energy Storage & Materials

[…]

XLF

Financial Select Sector SPDR

$15,503

MeasureIBATXLF

Fee0.47%0.08%

Cost on $10k a year$47$8

Yield0.92%1.44%

5 years, per year[…]+9.2%

3 years, per year[…]+23.0%

Worst drop · 1Y−30.7%−14.8%

Volatility · 1Y33.4%15.3%

4–0measures won
XLF first

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IBAT, XLF

Today

0.0%most shared, IBAT and XLF

IBATXLF

IBAT—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

$136most kept, XLF

XLF$144 − $8 = $136

IBAT$92 − $47 = $45

KeptFee

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