XLF vs FDIQ

AXLF

BFDIQ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,157XLF

Lowest cost0.08%XLF · $8 on $10k

Most income1.92%FDIQ · $192 on $10k

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

Held in common7.4%XLF and FDIQ

XLF

FDIQ

State Street Financial Select Sector SPDR ETF · $54.2BInvesco Bloomberg Financial Data Providers ETF · $43M

+24.7%3 years · per year$19,384 · […][…]

+10.1%5 years · per year$16,157 · […][…]

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

1.40%12-mo yield$140 · $192 on $10k1.92%

−14.8%Worst dropSmaller wins[…]

15.0%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · FDIQ

1.7%SPGI4.8%

1.4%CME4.6%

1.2%ICE4.5%

0.9%MCO4.5%

Held in common7.4%

End-of-day Nov 4, 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	AXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$54.2B
2	BFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk		0.35%	1.92%	+2.8%	new	new	new	new	[…]	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$54.2B
2	BFDIQ	Invesco Bloomberg Financial Data Providers ETFRead Desk		0.35%	1.92%	+2.8%	new	new	new	new	[…]	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLF vs FDIQ

XLF

Financial Select Sector SPDR

$16,157

FDIQ

Invesco Bloomberg Financial Data Providers

[…]

MeasureXLFFDIQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.40%1.92%

5 years, per year+10.1%[…]

3 years, per year+24.7%[…]

Worst drop · 1Y−14.8%[…]

Volatility · 1Y15.0%[…]

1–1measures won
level

7.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XLF, FDIQ

Today

7.4%most shared, XLF and FDIQ

XLFFDIQ

XLF—7.4%

FDIQ7.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$157most kept, FDIQ

FDIQ$192 − $35 = $157

XLF$140 − $8 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee