IXG vs XLF

AIXG

BXLF

Measures won5–1IXG wins · of 6 · 5Y

$10,000 · 5Y$17,881IXG · XLF $15,353

Lowest cost0.08%XLF · $8 on $10k

Most income2.18%IXG · $218 on $10k

Smallest drop−11.3%IXG · worst fall in 1Y

Held in common51.5%IXG and XLF

IXG

XLF

iShares Global Financials ETF · $702MState Street Financial Select Sector SPDR ETF · $54.2B

+28.0%3 years · per year$20,958 · $19,057+24.0%

+12.3%5 years · per year$17,881 · $15,353+9.0%

0.38%Expense ratio$38 · $8 on $10k · lower wins0.08%

2.18%12-mo yield$218 · $144 on $10k1.44%

−11.3%Worst dropSmaller wins−14.8%

14.4%VolatilityLower wins14.6%

5–1IXG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXG · XLF

6.5%BRK-B12.6%

5.8%JPM11.4%

4.6%V8.7%

3.3%MA6.4%

Held in common51.5%

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	AIXG	iShares Global Financials ETFRead Desk		0.38%	2.18%	−0.8%	+9.1%	+16.3%	+28.0%	+12.3%	−11.3%	$702M
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	AIXG	iShares Global Financials ETFRead Desk		0.38%	2.18%	−0.8%	+9.1%	+16.3%	+28.0%	+12.3%	−11.3%	$702M
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

IXG vs XLF

IXG

iShares Global Financials

$17,881

XLF

Financial Select Sector SPDR

$15,353

MeasureIXGXLF

Fee0.38%0.08%

Cost on $10k a year$38$8

Yield2.18%1.44%

5 years, per year+12.3%+9.0%

3 years, per year+28.0%+24.0%

Worst drop · 1Y−11.3%−14.8%

Volatility · 1Y14.4%14.6%

5–1measures won
IXG first

51.5%

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: IXG, XLF

Today

51.5%most shared, IXG and XLF

IXGXLF

IXG—51.5%

XLF51.5%—

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

Income After Fees on $10,000

$180most kept, IXG

IXG$218 − $38 = $180

XLF$144 − $8 = $136

KeptFee

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