XLF vs IXG

AXLF

BIXG

Measures won1–5IXG wins · of 6 · 5Y

$10,000 · 5Y$18,755IXG · XLF $16,157

Lowest cost0.08%XLF · $8 on $10k

Most income2.10%IXG · $210 on $10k

Smallest drop−11.3%IXG · worst fall in 1Y

Held in common51.8%XLF and IXG

XLF

IXG

State Street Financial Select Sector SPDR ETF · $53.8BiShares Global Financials ETF · $727M

+24.7%3 years · per year$19,384 · $21,391+28.8%

+10.1%5 years · per year$16,157 · $18,755+13.4%

0.08%Expense ratio$8 · $38 on $10k · lower wins0.38%

1.40%12-mo yield$140 · $210 on $10k2.10%

−14.8%Worst dropSmaller wins−11.3%

15.0%VolatilityLower wins14.8%

1–5IXG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · IXG

12.9%BRK-B6.7%

11.2%JPM5.8%

8.9%V4.6%

6.5%MA3.4%

Held in common51.8%

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

Both

5Y2 funds

#			Trend
1	BIXG	iShares Global Financials ETFRead Desk		0.38%	2.10%	+3.8%	+13.3%	+21.0%	+28.8%	+13.4%	−11.3%	$727M
2	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

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

Both

5Y2 funds

#			Trend
1	BIXG	iShares Global Financials ETFRead Desk		0.38%	2.10%	+3.8%	+13.3%	+21.0%	+28.8%	+13.4%	−11.3%	$727M
2	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

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 IXG

XLF

Financial Select Sector SPDR

$16,157

IXG

iShares Global Financials

$18,755

MeasureXLFIXG

Fee0.08%0.38%

Cost on $10k a year$8$38

Yield1.40%2.10%

5 years, per year+10.1%+13.4%

3 years, per year+24.7%+28.8%

Worst drop · 1Y−14.8%−11.3%

Volatility · 1Y15.0%14.8%

5–1measures won
IXG first

51.8%

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, IXG

Today

51.8%most shared, XLF and IXG

XLFIXG

XLF—51.8%

IXG51.8%—

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

Income After Fees on $10,000

$172most kept, IXG

IXG$210 − $38 = $172

XLF$140 − $8 = $132

KeptFee

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