XLF vs GSIB

AXLF

BGSIB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,157XLF · XLV $15,652

Lowest cost0.08%XLF · $8 on $10k

Most income1.62%GSIB · $162 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common20.6%XLF and GSIB

XLF

GSIB

State Street Financial Select Sector SPDR ETF · $53.8BThemes Global Systemically Important Banks ETF · $39M

+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 · $162 on $10k1.62%

−14.8%Worst dropSmaller wins−13.9%

15.0%VolatilityLower wins18.6%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLF · GSIB

11.2%JPM3.7%

4.0%BAC3.3%

3.2%GS3.7%

3.2%WFC3.8%

Held in common20.6%

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

All Three

5Y3 funds

#
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%	$53.8B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.34%	+3.1%	+24.0%	+33.5%	+17.2%	+9.4%	−10.5%	$49.1B
3	BGSIB	Themes Global Systemically Important Banks ETFRead Desk	0.35%	1.62%	+3.9%	+17.7%	+30.4%	new	new	−13.9%	$39M

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

All Three

5Y3 funds

#
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%	$53.8B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.34%	+3.1%	+24.0%	+33.5%	+17.2%	+9.4%	−10.5%	$49.1B
3	BGSIB	Themes Global Systemically Important Banks ETFRead Desk	0.35%	1.62%	+3.9%	+17.7%	+30.4%	new	new	−13.9%	$39M

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 GSIB

XLF

Financial Select Sector SPDR

$16,157

GSIB

Themes Global Systemically Important Banks

[…]

MeasureXLFGSIB

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.40%1.62%

5 years, per year+10.1%[…]

3 years, per year+24.7%[…]

Worst drop · 1Y−14.8%−13.9%

Volatility · 1Y15.0%18.6%

2–2measures won
level

20.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XLF, GSIB, XLV

Today

20.6%most shared, XLF and GSIB

XLFGSIBXLV

XLF—20.6%0.0%

GSIB20.6%—0.0%

XLV0.0%0.0%—

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

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

GSIB$162 − $35 = $127

XLV$134 − $8 = $126

KeptFee

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