XLF vs PSCF

AXLF

BPSCF

Measures won4–2XLF wins · of 6 · 5Y

$10,000 · 5Y$15,353XLF · XLV $15,068

Lowest cost0.08%XLF · $8 on $10k

Most income2.19%PSCF · $219 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common0.0%XLF and PSCF

XLF

PSCF

State Street Financial Select Sector SPDR ETF · $54.2BInvesco S&P SmallCap Financials ETF · $30M

+24.0%3 years · per year$19,057 · $17,785+21.2%

+9.0%5 years · per year$15,353 · $11,849+3.5%

0.08%Expense ratio$8 · $29 on $10k · lower wins0.29%

1.44%12-mo yield$144 · $219 on $10k2.19%

−14.8%Worst dropSmaller wins−11.4%

14.6%VolatilityLower wins15.9%

4–2XLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLF · PSCF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
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	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.39%	−0.3%	+20.4%	+29.7%	+16.2%	+8.5%	−10.5%	$49.1B
3	BPSCF	Invesco S&P SmallCap Financials ETFRead Desk	0.29%	2.19%	−0.8%	+12.6%	+19.0%	+21.2%	+3.5%	−11.4%	$30M

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

All Three

5Y3 funds

#
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	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.39%	−0.3%	+20.4%	+29.7%	+16.2%	+8.5%	−10.5%	$49.1B
3	BPSCF	Invesco S&P SmallCap Financials ETFRead Desk	0.29%	2.19%	−0.8%	+12.6%	+19.0%	+21.2%	+3.5%	−11.4%	$30M

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 PSCF

XLF

Financial Select Sector SPDR

$15,353

PSCF

Invesco S&P SmallCap Financials

$11,849

MeasureXLFPSCF

Fee0.08%0.29%

Cost on $10k a year$8$29

Yield1.44%2.19%

5 years, per year+9.0%+3.5%

3 years, per year+24.0%+21.2%

Worst drop · 1Y−14.8%−11.4%

Volatility · 1Y14.6%15.9%

4–2measures won
XLF first

0.0%

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, PSCF, XLV

Today

0.0%most shared, XLF and PSCF

XLFPSCFXLV

XLF—0.0%0.0%

PSCF0.0%—0.0%

XLV0.0%0.0%—

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

Income After Fees on $10,000

$190most kept, PSCF

PSCF$219 − $29 = $190

XLF$144 − $8 = $136

XLV$139 − $8 = $131

KeptFee

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