VUG vs XLF

AVUG

BXLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · XLF $15,474

Lowest cost0.03%VUG · $3 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common3.9%VUG and XLF

VUG

XLF

Vanguard Morningstar Growth ETF · $233BState Street Financial Select Sector SPDR ETF · $55.5B

+22.6%3 years · per year$18,415 · $18,391+22.5%

+10.0%5 years · per year$16,124 · $15,474+9.1%

0.03%Expense ratio$3 · $8 on $10k · lower wins0.08%

0.42%12-mo yield$42 · $144 on $10k1.44%

−15.1%Worst dropSmaller wins−14.8%

19.0%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · XLF

1.6%V8.9%

1.2%MA6.5%

0.3%HOOD0.8%

0.2%MCO0.9%

Held in common3.9%

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

Both

5Y2 funds

#			Trend
1	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B

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

VUG vs XLF

VUG

Vanguard Morningstar Growth

$16,124

XLF

Financial Select Sector SPDR

$15,474

MeasureVUGXLF

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield0.42%1.44%

5 years, per year+10.0%+9.1%

3 years, per year+22.6%+22.5%

Worst drop · 1Y−15.1%−14.8%

Volatility · 1Y19.0%15.3%

3–3measures won
level

3.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VUG, XLF

Today

3.9%most shared, VUG and XLF

VUGXLF

VUG—3.9%

XLF3.9%—

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

VUG$42 − $3 = $39

KeptFee

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