XLF vs KBWB

AXLF

BKBWB

Measures won4–2XLF wins · of 6 · 5Y

$10,000 · 5Y$15,353XLF · KBWB $14,091

Lowest cost0.08%XLF · $8 on $10k

Most income2.10%KBWB · $210 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common33.5%XLF and KBWB

XLF

KBWB

State Street Financial Select Sector SPDR ETF · $54.2BInvesco KBW Bank ETF · $6.8B

+24.0%3 years · per year$19,057 · $26,186+37.8%

+9.0%5 years · per year$15,353 · $14,091+7.1%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

1.44%12-mo yield$144 · $210 on $10k2.10%

−14.8%Worst dropSmaller wins−16.4%

14.6%VolatilityLower wins20.0%

4–2XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · KBWB

11.4%JPM8.1%

4.1%BAC6.8%

3.4%GS7.4%

3.2%WFC8.4%

Held in common33.5%

End-of-day Nov 3, 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%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B

End-of-day Nov 3, 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%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.10%	−0.5%	+7.5%	+18.3%	+37.8%	+7.1%	−16.4%	$6.8B

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

Cards for this view

XLF vs KBWB

XLF

Financial Select Sector SPDR

$15,353

KBWB

Invesco KBW Bank

$14,091

MeasureXLFKBWB

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.44%2.10%

5 years, per year+9.0%+7.1%

3 years, per year+24.0%+37.8%

Worst drop · 1Y−14.8%−16.4%

Volatility · 1Y14.6%20.0%

4–2measures won
XLF first

33.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XLF, KBWB

Today

33.5%most shared, XLF and KBWB

XLFKBWB

XLF—33.5%

KBWB33.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee