XLF vs IYF

AXLF

BIYF

Measures won1–5IYF wins · of 6 · 5Y

$10,000 · 5Y$16,051IYF · XLF $15,503

Lowest cost0.08%XLF · $8 on $10k

Most income1.47%IYF · $147 on $10k

Smallest drop−13.9%IYF · worst fall in 1Y

Held in common77.1%XLF and IYF

XLF

IYF

State Street Financial Select Sector SPDR ETF · $53.8BiShares U.S. Financials ETF · $3.9B

+23.0%3 years · per year$18,620 · $19,126+24.1%

+9.2%5 years · per year$15,503 · $16,050+9.9%

0.08%Expense ratio$8 · $37 on $10k · lower wins0.37%

1.44%12-mo yield$144 · $147 on $10k1.47%

−14.8%Worst dropSmaller wins−13.9%

15.3%VolatilityLower wins15.1%

1–5IYF wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · IYF

12.9%BRK-B12.7%

11.2%JPM11.0%

4.0%BAC3.7%

3.2%GS3.6%

Held in common77.1%

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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−2.8%	+4.2%	+9.9%	+24.1%	+9.9%	−13.9%	$3.9B
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	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−2.8%	+4.2%	+9.9%	+24.1%	+9.9%	−13.9%	$3.9B
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 IYF

XLF

Financial Select Sector SPDR

$15,503

IYF

iShares U.S. Financials

$16,050

MeasureXLFIYF

Fee0.08%0.37%

Cost on $10k a year$8$37

Yield1.44%1.47%

5 years, per year+9.2%+9.9%

3 years, per year+23.0%+24.1%

Worst drop · 1Y−14.8%−13.9%

Volatility · 1Y15.3%15.1%

5–1measures won
IYF first

77.1%

holdings shared

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

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

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

Overlap: XLF, IYF

Today

77.1%most shared, XLF and IYF

XLFIYF

XLF—77.1%

IYF77.1%—

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

IYF$147 − $37 = $110

KeptFee

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