PBE vs XLF

APBE

BXLF

Measures won2–4XLF wins · of 6 · 5Y

$10,000 · 5Y$15,690XLF · PBE $13,458

Lowest cost0.08%XLF · $8 on $10k

Most income1.42%XLF · $142 on $10k

Smallest drop−11.7%PBE · worst fall in 1Y

Held in common0.0%PBE and XLF

PBE

XLF

Invesco Biotechnology & Genome ETF · $430MState Street Financial Select Sector SPDR ETF · $53.4B

+23.7%3 years · per year$18,930 · $18,230+22.2%

+6.1%5 years · per year$13,458 · $15,690+9.4%

0.59%Expense ratio$59 · $8 on $10k · lower wins0.08%

1.32%12-mo yield$132 · $142 on $10k1.42%

−11.7%Worst dropSmaller wins−14.8%

20.3%VolatilityLower wins15.3%

2–4XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBE · XLF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	APBE	Invesco Biotechnology & Genome ETFRead Desk		0.59%	1.32%	+1.8%	+24.1%	+34.3%	+23.7%	+6.1%	−11.7%	$430M

End-of-day Nov 9, 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%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	APBE	Invesco Biotechnology & Genome ETFRead Desk		0.59%	1.32%	+1.8%	+24.1%	+34.3%	+23.7%	+6.1%	−11.7%	$430M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBE vs XLF

PBE

Invesco Biotechnology & Genome

$13,458

XLF

Financial Select Sector SPDR

$15,690

MeasurePBEXLF

Fee0.59%0.08%

Cost on $10k a year$59$8

Yield1.32%1.42%

5 years, per year+6.1%+9.4%

3 years, per year+23.7%+22.2%

Worst drop · 1Y−11.7%−14.8%

Volatility · 1Y20.3%15.3%

4–2measures won
XLF first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PBE, XLF

Today

0.0%most shared, PBE and XLF

PBEXLF

PBE—0.0%

XLF0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$134most kept, XLF

XLF$142 − $8 = $134

PBE$132 − $59 = $73

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee