VHT vs XLF

AVHT

BXLF

Measures won1–5XLF wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XLF $15,690

Lowest cost0.08%XLF · $8 on $10k

Most income2.46%XLE · $246 on $10k

Smallest drop−10.4%VHT · worst fall in 1Y

Held in common0.0%VHT and XLF

VHT

XLF

Vanguard Health Care ETF · $19.1BState Street Financial Select Sector SPDR ETF · $53.4B

+16.6%3 years · per year$15,855 · $18,230+22.2%

+7.7%5 years · per year$14,465 · $15,690+9.4%

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

1.33%12-mo yield$133 · $142 on $10k1.42%

−10.4%Worst dropSmaller wins−14.8%

16.4%VolatilityLower wins15.3%

1–5XLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVHT · 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

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	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
3	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.33%	+2.0%	+22.2%	+29.9%	+16.6%	+7.7%	−10.4%	$19.1B

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

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	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
3	AVHT	Vanguard Health Care ETFRead Desk	0.09%	1.33%	+2.0%	+22.2%	+29.9%	+16.6%	+7.7%	−10.4%	$19.1B

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

VHT vs XLF

VHT

Vanguard Health Care

$14,465

XLF

Financial Select Sector SPDR

$15,690

MeasureVHTXLF

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.33%1.42%

5 years, per year+7.7%+9.4%

3 years, per year+16.6%+22.2%

Worst drop · 1Y−10.4%−14.8%

Volatility · 1Y16.4%15.3%

5–1measures won
XLF first

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

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

Overlap: VHT, XLF, XLE

Today

0.0%most shared, VHT and XLF

VHTXLFXLE

VHT—0.0%0.0%

XLF0.0%—0.0%

XLE0.0%0.0%—

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XLF$142 − $8 = $134

VHT$133 − $9 = $124

KeptFee

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