XLF vs GSIB

AXLF

BGSIB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,353XLF

Lowest cost0.08%XLF · $8 on $10k

Most income1.68%GSIB · $168 on $10k

Smallest drop−13.9%GSIB · worst fall in 1Y

Held in common20.8%XLF and GSIB

XLF

GSIB

State Street Financial Select Sector SPDR ETF · $54.2BThemes Global Systemically Important Banks ETF · $39M

+24.0%3 years · per year$19,057 · […][…]

+9.0%5 years · per year$15,353 · […][…]

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

1.44%12-mo yield$144 · $168 on $10k1.68%

−14.8%Worst dropSmaller wins−13.9%

14.6%VolatilityLower wins18.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · GSIB

11.4%JPM3.7%

3.4%GS3.6%

4.1%BAC3.3%

3.2%WFC3.7%

Held in common20.8%

End-of-day Nov 3, 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%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	BGSIB	Themes Global Systemically Important Banks ETFRead Desk		0.35%	1.68%	−0.7%	+13.2%	+26.0%	new	new	−13.9%	$39M

End-of-day Nov 3, 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%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	BGSIB	Themes Global Systemically Important Banks ETFRead Desk		0.35%	1.68%	−0.7%	+13.2%	+26.0%	new	new	−13.9%	$39M

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

Cards for this view

XLF vs GSIB

XLF

Financial Select Sector SPDR

$15,353

GSIB

Themes Global Systemically Important Banks

[…]

MeasureXLFGSIB

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.44%1.68%

5 years, per year+9.0%[…]

3 years, per year+24.0%[…]

Worst drop · 1Y−14.8%−13.9%

Volatility · 1Y14.6%18.2%

2–2measures won
level

20.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XLF, GSIB

Today

20.8%most shared, XLF and GSIB

XLFGSIB

XLF—20.8%

GSIB20.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

GSIB$168 − $35 = $133

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee