VIS vs FTXR

AVIS

BFTXR

Measures won5–1VIS wins · of 6 · 5Y

$10,000 · 5Y$17,482VIS · XLF $15,353

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−12.5%VIS · worst fall in 1Y

Held in common12.8%VIS and FTXR

VIS

FTXR

Vanguard Industrials ETF · $8.0BFirst Trust Nasdaq Transportation ETF · $162M

+22.8%3 years · per year$18,511 · $18,384+22.5%

+11.8%5 years · per year$17,482 · $14,086+7.1%

0.09%Expense ratio$9 · $60 on $10k · lower wins0.60%

0.93%12-mo yield$93 · $104 on $10k1.04%

−12.5%Worst dropSmaller wins−14.5%

18.3%VolatilityLower wins21.4%

5–1VIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIS · FTXR

2.1%UNP8.0%

1.3%CSX4.1%

1.0%UPS4.1%

0.9%URI4.5%

Held in common12.8%

End-of-day Nov 3, 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	AVIS	Vanguard Industrials ETFRead Desk	0.09%	0.93%	+0.9%	+10.9%	+10.4%	+22.8%	+11.8%	−12.5%	$8.0B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	BFTXR	First Trust Nasdaq Transportation ETFRead Desk	0.60%	1.04%	−0.9%	+12.5%	+22.2%	+22.5%	+7.1%	−14.5%	$162M

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

All Three

5Y3 funds

#
1	AVIS	Vanguard Industrials ETFRead Desk	0.09%	0.93%	+0.9%	+10.9%	+10.4%	+22.8%	+11.8%	−12.5%	$8.0B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	BFTXR	First Trust Nasdaq Transportation ETFRead Desk	0.60%	1.04%	−0.9%	+12.5%	+22.2%	+22.5%	+7.1%	−14.5%	$162M

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

Cards for this view

VIS vs FTXR

VIS

Vanguard Industrials

$17,482

FTXR

First Trust Nasdaq Transportation

$14,087

MeasureVISFTXR

Fee0.09%0.60%

Cost on $10k a year$9$60

Yield0.93%1.04%

5 years, per year+11.8%+7.1%

3 years, per year+22.8%+22.5%

Worst drop · 1Y−12.5%−14.5%

Volatility · 1Y18.3%21.4%

5–1measures won
VIS first

12.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VIS, FTXR, XLF

Today

12.8%most shared, VIS and FTXR

VISFTXRXLF

VIS—12.8%0.0%

FTXR12.8%—0.0%

XLF0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VIS$93 − $9 = $84

FTXR$104 − $60 = $44

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee