VDC vs XLF

AVDC

BXLF

Measures won2–3XLF wins · of 6 · 5Y

$10,000 · 5Y$15,690XLF · VDC $15,007

Lowest cost0.08%XLF · $8 on $10k

Most income1.97%VDC · $197 on $10k

Smallest drop−9.4%VDC · worst fall in 1Y

Held in common0.0%VDC and XLF

VDC

XLF

Vanguard Consumer Staples ETF · $7.4BState Street Financial Select Sector SPDR ETF · $53.4B

+13.6%3 years · per year$14,654 · $18,230+22.2%

+8.5%5 years · per year$15,007 · $15,690+9.4%

0.09%Expense ratio$9 · $8 on $10k · lower wins0.08%

1.97%12-mo yield$197 · $142 on $10k1.42%

−9.4%Worst dropSmaller wins−14.8%

15.3%VolatilityLower wins15.3%

2–3XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsVDC · 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	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.97%	+1.0%	+19.3%	+22.6%	+13.6%	+8.5%	−9.4%	$7.4B

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	AVDC	Vanguard Consumer Staples ETFRead Desk		0.09%	1.97%	+1.0%	+19.3%	+22.6%	+13.6%	+8.5%	−9.4%	$7.4B

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

VDC vs XLF

VDC

Vanguard Consumer Staples

$15,007

XLF

Financial Select Sector SPDR

$15,690

MeasureVDCXLF

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.97%1.42%

5 years, per year+8.5%+9.4%

3 years, per year+13.6%+22.2%

Worst drop · 1Y−9.4%−14.8%

Volatility · 1Y15.3%15.3%

3–2measures 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: VDC, XLF

Today

0.0%most shared, VDC and XLF

VDCXLF

VDC—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

$188most kept, VDC

VDC$197 − $9 = $188

XLF$142 − $8 = $134

KeptFee

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