XLF vs SMMV

AXLF

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,474XLF · SMMV $13,312

Lowest cost0.08%XLF · $8 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common0.5%XLF and SMMV

XLF

SMMV

State Street Financial Select Sector SPDR ETF · $55.5BiShares MSCI USA Small-Cap Min Vol Factor ETF · $277M

+22.5%3 years · per year$18,391 · $15,003+14.5%

+9.1%5 years · per year$15,474 · $13,312+5.9%

0.08%Expense ratio$8 · $20 on $10k · lower wins0.20%

1.44%12-mo yield$144 · $158 on $10k1.58%

−14.8%Worst dropSmaller wins−7.0%

15.3%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLF · SMMV

0.2%AIZ0.5%

0.2%JKHY0.4%

0.2%GL0.3%

Held in common0.5%

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

All Three

5Y3 funds

#
1	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M
3	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

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

XLF vs SMMV

XLF

Financial Select Sector SPDR

$15,474

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

MeasureXLFSMMV

Fee0.08%0.20%

Cost on $10k a year$8$20

Yield1.44%1.58%

5 years, per year+9.1%+5.9%

3 years, per year+22.5%+14.5%

Worst drop · 1Y−14.8%−7.0%

Volatility · 1Y15.3%9.8%

3–3measures won
level

0.5%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NETL, SMMV, XLF

Today

3.2%most shared, NETL and SMMV

NETLSMMVXLF

NETL—3.2%0.0%

SMMV3.2%—0.5%

XLF0.0%0.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

SMMV$158 − $20 = $138

XLF$144 − $8 = $136

KeptFee

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