IYG vs XLF

AIYG

BXLF

Measures won1–5XLF wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · XLF $15,353

Lowest cost0.03%VOO · $3 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common84.0%IYG and XLF

IYG

XLF

iShares U.S. Financial Services ETF · $2.3BState Street Financial Select Sector SPDR ETF · $54.2B

+27.0%3 years · per year$20,476 · $19,057+24.0%

+8.7%5 years · per year$15,177 · $15,353+9.0%

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

1.08%12-mo yield$108 · $144 on $10k1.44%

−15.9%Worst dropSmaller wins−14.8%

15.6%VolatilityLower wins14.6%

1–5XLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIYG · XLF

14.2%BRK-B12.6%

12.6%JPM11.4%

9.9%V8.7%

7.3%MA6.4%

Held in common84.0%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
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
3	AIYG	iShares U.S. Financial Services ETFRead Desk	0.37%	1.08%	−0.6%	+4.3%	+9.5%	+27.0%	+8.7%	−15.9%	$2.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
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
3	AIYG	iShares U.S. Financial Services ETFRead Desk	0.37%	1.08%	−0.6%	+4.3%	+9.5%	+27.0%	+8.7%	−15.9%	$2.3B

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

IYG vs XLF

IYG

iShares U.S. Financial Services

$15,177

XLF

Financial Select Sector SPDR

$15,353

MeasureIYGXLF

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield1.08%1.44%

5 years, per year+8.7%+9.0%

3 years, per year+27.0%+24.0%

Worst drop · 1Y−15.9%−14.8%

Volatility · 1Y15.6%14.6%

5–1measures won
XLF first

84.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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

Overlap: IYG, XLF, VOO

Today

84.0%most shared, IYG and XLF

IYGXLFVOO

IYG—84.0%9.6%

XLF84.0%—11.3%

VOO9.6%11.3%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VOO$107 − $3 = $104

IYG$108 − $37 = $71

KeptFee

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