XLF vs IXG

AXLF

BIXG

Measures won1–5IXG wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · IXG $18,027

Lowest cost0.08%XLF · $8 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common51.4%XLF and IXG

XLF

IXG

State Street Financial Select Sector SPDR ETF · $55.5BiShares Global Financials ETF · $703M

+22.5%3 years · per year$18,391 · $20,358+26.7%

+9.1%5 years · per year$15,474 · $18,027+12.5%

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

1.44%12-mo yield$144 · $218 on $10k2.18%

−14.8%Worst dropSmaller wins−11.3%

15.3%VolatilityLower wins15.1%

1–5IXG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLF · IXG

13.2%BRK-B6.8%

11.1%JPM5.7%

8.9%V4.6%

6.5%MA3.4%

Held in common51.4%

End-of-day Nov 6, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	BIXG	iShares Global Financials ETFRead Desk	0.38%	2.18%	−1.0%	+9.2%	+15.9%	+26.7%	+12.5%	−11.3%	$703M
3	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	BIXG	iShares Global Financials ETFRead Desk	0.38%	2.18%	−1.0%	+9.2%	+15.9%	+26.7%	+12.5%	−11.3%	$703M
3	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B

End-of-day Nov 6, 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

$15,474

IXG

iShares Global Financials

$18,027

MeasureXLFIXG

Fee0.08%0.38%

Cost on $10k a year$8$38

Yield1.44%2.18%

5 years, per year+9.1%+12.5%

3 years, per year+22.5%+26.7%

Worst drop · 1Y−14.8%−11.3%

Volatility · 1Y15.3%15.1%

5–1measures won
IXG first

51.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XLF, IXG, XLE

Today

51.4%most shared, XLF and IXG

XLFIXGXLE

XLF—51.4%0.0%

IXG51.4%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IXG$218 − $38 = $180

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee