XAIX vs XLF

AXAIX

BXLF

Measures won0–4XLF wins · of 6 · 5Y

$10,000 · 5Y$15,690XLF

Lowest cost0.08%XLF · $8 on $10k

Most income1.42%XLF · $142 on $10k

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

Held in common3.2%XAIX and XLF

XAIX

XLF

Xtrackers Artificial Intelligence and Big Data ETF · $141MState Street Financial Select Sector SPDR ETF · $53.4B

[…]3 years · per year[…] · $18,230+22.2%

[…]5 years · per year[…] · $15,690+9.4%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

0.42%12-mo yield$42 · $142 on $10k1.42%

−16.9%Worst dropSmaller wins−14.8%

28.0%VolatilityLower wins15.3%

0–4XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsXAIX · XLF

3.2%BAC4.0%

Held in common3.2%

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	AXAIX	Xtrackers Artificial Intelligence and Big Data ETFRead Desk		0.35%	0.42%	+3.2%	+22.8%	+23.9%	new	new	−16.9%	$141M

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	AXAIX	Xtrackers Artificial Intelligence and Big Data ETFRead Desk		0.35%	0.42%	+3.2%	+22.8%	+23.9%	new	new	−16.9%	$141M

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

XAIX vs XLF

XAIX

Xtrackers Artificial Intelligence and Big Data

[…]

XLF

Financial Select Sector SPDR

$15,690

MeasureXAIXXLF

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield0.42%1.42%

5 years, per year[…]+9.4%

3 years, per year[…]+22.2%

Worst drop · 1Y−16.9%−14.8%

Volatility · 1Y28.0%15.3%

4–0measures won
XLF first

3.2%

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%

$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

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: XAIX, XLF

Today

3.2%most shared, XAIX and XLF

XAIXXLF

XAIX—3.2%

XLF3.2%—

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

Income After Fees on $10,000

$134most kept, XLF

XLF$142 − $8 = $134

XAIX$42 − $35 = $7

KeptFee

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