XLF vs IVV

AXLF

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · XLF $15,503

Lowest cost0.03%IVV · $3 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common12.5%XLF and IVV

XLF

IVV

State Street Financial Select Sector SPDR ETF · $53.8BiShares Core S&P 500 ETF · $887B

+23.0%3 years · per year$18,620 · $18,221+22.1%

+9.2%5 years · per year$15,503 · $17,151+11.4%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.44%12-mo yield$144 · $114 on $10k1.14%

−14.8%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · IVV

12.9%BRK-B1.6%

11.2%JPM1.4%

8.9%V1.1%

6.5%MA0.8%

Held in common12.5%

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	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

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	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

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 IVV

XLF

Financial Select Sector SPDR

$15,503

IVV

iShares Core S&P 500

$17,152

MeasureXLFIVV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.44%1.14%

5 years, per year+9.2%+11.4%

3 years, per year+23.0%+22.1%

Worst drop · 1Y−14.8%−8.9%

Volatility · 1Y15.3%13.6%

4–2measures won
IVV first

12.5%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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

Overlap: XLF, IVV

Today

12.5%most shared, XLF and IVV

XLFIVV

XLF—12.5%

IVV12.5%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IVV$114 − $3 = $111

KeptFee

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