LBO vs XLF

ALBO

BXLF

Measures won1–3XLF wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF

Lowest cost0.08%XLF · $8 on $10k

Most income6.25%LBO · $625 on $10k

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

Held in common5.1%LBO and XLF

LBO

XLF

WHITEWOLF Publicly Listed Private Equity ETF · $7MState Street Financial Select Sector SPDR ETF · $54.5B

[…]3 years · per year[…] · $18,391+22.5%

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

6.53%Expense ratio$653 · $8 on $10k · lower wins0.08%

6.25%12-mo yield$625 · $144 on $10k1.44%

−25.1%Worst dropSmaller wins−14.8%

24.1%VolatilityLower wins15.3%

1–3XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLBO · XLF

5.5%BLK2.1%

3.8%BX1.1%

7.6%KKR0.8%

10.0%APO0.7%

Held in common5.1%

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	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.25%	−0.5%	−9.4%	−4.6%	new	new	−25.1%	$7M

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	ALBO	WHITEWOLF Publicly Listed Private Equity ETFRead Desk		6.53%	6.25%	−0.5%	−9.4%	−4.6%	new	new	−25.1%	$7M

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

LBO vs XLF

LBO

WHITEWOLF Publicly Listed Private Equity

[…]

XLF

Financial Select Sector SPDR

$15,474

MeasureLBOXLF

Fee6.53%0.08%

Cost on $10k a year$653$8

Yield6.25%1.44%

5 years, per year[…]+9.1%

3 years, per year[…]+22.5%

Worst drop · 1Y−25.1%−14.8%

Volatility · 1Y24.1%15.3%

3–1measures won
XLF first

5.1%

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: LBO, XLF

Today

5.1%most shared, LBO and XLF

LBOXLF

LBO—5.1%

XLF5.1%—

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

LBO$625 − $653 = −$28

KeptFee

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