XLF vs FSTA

AXLF

BFSTA

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,503XLF · FSTA $15,014

Lowest cost0.08%XLF · $8 on $10k

Most income2.04%FSTA · $204 on $10k

Smallest drop−9.4%FSTA · worst fall in 1Y

Held in common0.0%XLF and FSTA

XLF

FSTA

State Street Financial Select Sector SPDR ETF · $53.8BFidelity MSCI Consumer Staples Index ETF · $1.4B

+23.0%3 years · per year$18,620 · $14,837+14.1%

+9.2%5 years · per year$15,503 · $15,014+8.5%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

1.44%12-mo yield$144 · $204 on $10k2.04%

−14.8%Worst dropSmaller wins−9.4%

15.3%VolatilityLower wins15.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · FSTA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
2	BFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk		0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.4B

End-of-day Nov 5, 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%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
2	BFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk		0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.4B

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

Cards for this view

XLF vs FSTA

XLF

Financial Select Sector SPDR

$15,503

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

MeasureXLFFSTA

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield1.44%2.04%

5 years, per year+9.2%+8.5%

3 years, per year+23.0%+14.1%

Worst drop · 1Y−14.8%−9.4%

Volatility · 1Y15.3%15.3%

2–2measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XLF, FSTA

Today

0.0%most shared, XLF and FSTA

XLFFSTA

XLF—0.0%

FSTA0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee