SMMV vs XLF

ASMMV

BXLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,690XLF · SMMV $13,257

Lowest cost0.08%XLF · $8 on $10k

Most income1.56%SMMV · $156 on $10k

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

Held in common0.5%SMMV and XLF

SMMV

XLF

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277MState Street Financial Select Sector SPDR ETF · $53.4B

+14.6%3 years · per year$15,054 · $18,230+22.2%

+5.8%5 years · per year$13,257 · $15,690+9.4%

0.20%Expense ratio$20 · $8 on $10k · lower wins0.08%

1.56%12-mo yield$156 · $142 on $10k1.42%

−7.0%Worst dropSmaller wins−14.8%

9.8%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMMV · XLF

0.5%AIZ0.2%

0.4%JKHY0.2%

0.3%GL0.2%

Held in common0.5%

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	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$277M

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	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$277M

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

SMMV vs XLF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,257

XLF

Financial Select Sector SPDR

$15,690

MeasureSMMVXLF

Fee0.20%0.08%

Cost on $10k a year$20$8

Yield1.56%1.42%

5 years, per year+5.8%+9.4%

3 years, per year+14.6%+22.2%

Worst drop · 1Y−7.0%−14.8%

Volatility · 1Y9.8%15.3%

3–3measures won
level

0.5%

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%

$120BAssets$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: SMMV, XLF

Today

0.5%most shared, SMMV and XLF

SMMVXLF

SMMV—0.5%

XLF0.5%—

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

Income After Fees on $10,000

$136most kept, SMMV

SMMV$156 − $20 = $136

XLF$142 − $8 = $134

KeptFee

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