VIS vs TRUI

AVIS

BTRUI

Measures won2–0VIS wins · of 6 · 5Y

$10,000 · 5Y$16,601VIS · XLF $15,474

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−13.5%VIS · worst fall in 1Y

Held in common77.8%VIS and TRUI

VIS

TRUI

Vanguard Industrials ETF · $8.0BVanEck Industrials TruSector ETF · $0M

+19.8%3 years · per year$17,196 · […][…]

+10.7%5 years · per year$16,601 · […][…]

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

0.98%12-mo yield$98 · $34 on $10k0.34%

−13.5%Worst dropSmaller wins[…]

18.8%VolatilityLower wins[…]

2–0VIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIS · TRUI

5.6%CAT5.0%

4.9%GE6.4%

3.8%GEV4.0%

3.7%RTX5.0%

Held in common77.8%

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

All Three

5Y3 funds

#
1	AVIS	Vanguard Industrials ETFRead Desk	0.09%	0.98%	+0.5%	+5.4%	+6.3%	+19.8%	+10.7%	−13.5%	$8.0B
2	XLF	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
3	BTRUI	VanEck Industrials TruSector ETFRead Desk	0.10%	0.34%	+0.3%	new	new	new	new	[…]	$232K

End-of-day Nov 6, 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%	0.98%	+0.5%	+5.4%	+6.3%	+19.8%	+10.7%	−13.5%	$8.0B
2	XLF	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
3	BTRUI	VanEck Industrials TruSector ETFRead Desk	0.10%	0.34%	+0.3%	new	new	new	new	[…]	$232K

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

VIS vs TRUI

VIS

Vanguard Industrials

$16,601

TRUI

VanEck Industrials TruSector

[…]

MeasureVISTRUI

Fee0.09%0.10%

Cost on $10k a year$9$10

Yield0.98%0.34%

5 years, per year+10.7%[…]

3 years, per year+19.8%[…]

Worst drop · 1Y−13.5%[…]

Volatility · 1Y18.8%[…]

2–0measures won
VIS first

77.8%

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: VIS, TRUI, XLF

Today

77.8%most shared, VIS and TRUI

VISTRUIXLF

VIS—77.8%0.0%

TRUI77.8%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VIS$98 − $9 = $89

TRUI$34 − $10 = $24

KeptFee

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