XLF vs GLD

AXLF

BGLD

Measures won4–2XLF wins · of 6 · 5Y

$10,000 · 5Y$22,353GLD · XLF $15,474

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 on $10k

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

Held in common[…]XLF and GLD

XLF

GLD

State Street Financial Select Sector SPDR ETF · $55.5BSPDR Gold Shares · $135B

+22.5%3 years · per year$18,391 · $20,300+26.6%

+9.1%5 years · per year$15,474 · $22,353+17.5%

0.08%Expense ratio$8 · $40 on $10k · lower wins0.40%

1.44%12-mo yield$144 · $0 on $10k0.00%

−14.8%Worst dropSmaller wins−28.3%

15.3%VolatilityLower wins29.0%

4–2XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · GLD

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

Held in common[…]

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	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
2	AXLF	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	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
2	AXLF	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

XLF vs GLD

XLF

Financial Select Sector SPDR

$15,474

GLD

SPDR Gold Shares

$22,353

MeasureXLFGLD

Fee0.08%0.40%

Cost on $10k a year$8$40

Yield1.44%0.00%

5 years, per year+9.1%+17.5%

3 years, per year+22.5%+26.6%

Worst drop · 1Y−14.8%−28.3%

Volatility · 1Y15.3%29.0%

4–2measures won
XLF first

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

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.5BAssets$135B

2–0GLDM wins

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: XLF, GLD

Today

[…]holdings […]

XLFGLD

XLF—[…]

GLD[…]—

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

GLD$0 − $40 = −$40

KeptFee

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