RWR vs XLF

ARWR

BXLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,474XLF · RWR $11,716

Lowest cost0.08%XLF · $8 on $10k

Most income3.39%RWR · $339 on $10k

Smallest drop−12.8%RWR · worst fall in 1Y

Held in common0.0%RWR and XLF

RWR

XLF

State Street SPDR Dow Jones REIT ETF · $1.9BState Street Financial Select Sector SPDR ETF · $54.5B

+15.9%3 years · per year$15,574 · $18,391+22.5%

+3.2%5 years · per year$11,716 · $15,474+9.1%

0.25%Expense ratio$25 · $8 on $10k · lower wins0.08%

3.39%12-mo yield$339 · $144 on $10k1.44%

−12.8%Worst dropSmaller wins−14.8%

14.2%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRWR · XLF

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

Held in common0.0%

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	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.39%	−0.2%	+15.8%	+16.3%	+15.9%	+3.2%	−12.8%	$1.9B

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	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.39%	−0.2%	+15.8%	+16.3%	+15.9%	+3.2%	−12.8%	$1.9B

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

RWR vs XLF

RWR

SPDR Dow Jones REIT

$11,716

XLF

Financial Select Sector SPDR

$15,474

MeasureRWRXLF

Fee0.25%0.08%

Cost on $10k a year$25$8

Yield3.39%1.44%

5 years, per year+3.2%+9.1%

3 years, per year+15.9%+22.5%

Worst drop · 1Y−12.8%−14.8%

Volatility · 1Y14.2%15.3%

3–3measures won
level

0.0%

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: RWR, XLF

Today

0.0%most shared, RWR and XLF

RWRXLF

RWR—0.0%

XLF0.0%—

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

Income After Fees on $10,000

$314most kept, RWR

RWR$339 − $25 = $314

XLF$144 − $8 = $136

KeptFee

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