XLF vs IWF

AXLF

BIWF

Measures won5–1XLF wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF · IWF $15,330

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common5.1%XLF and IWF

XLF

IWF

State Street Financial Select Sector SPDR ETF · $53.8BiShares Russell 1000 Growth ETF · $121B

+23.0%3 years · per year$18,620 · $17,073+19.5%

+9.2%5 years · per year$15,503 · $15,330+8.9%

0.08%Expense ratio$8 · $18 on $10k · lower wins0.18%

1.44%12-mo yield$144 · $39 on $10k0.39%

−14.8%Worst dropSmaller wins−14.6%

15.3%VolatilityLower wins19.3%

5–1XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · IWF

8.9%V2.3%

6.5%MA1.7%

1.1%BX0.2%

0.8%HOOD0.2%

Held in common5.1%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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 IWF

XLF

Financial Select Sector SPDR

$15,503

IWF

iShares Russell 1000 Growth

$15,330

MeasureXLFIWF

Fee0.08%0.18%

Cost on $10k a year$8$18

Yield1.44%0.39%

5 years, per year+9.2%+8.9%

3 years, per year+23.0%+19.5%

Worst drop · 1Y−14.8%−14.6%

Volatility · 1Y15.3%19.3%

5–1measures won
XLF first

5.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

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

Overlap: XLF, IWF

Today

5.1%most shared, XLF and IWF

XLFIWF

XLF—5.1%

IWF5.1%—

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

IWF$39 − $18 = $21

KeptFee

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