XLF vs SMH

AXLF

BSMH

Measures won4–2XLF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XLF $15,503

Lowest cost0.08%XLF · $8 on $10k

Most income1.40%XLF · $140 on $10k

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

Held in common0.0%XLF and SMH

XLF

SMH

State Street Financial Select Sector SPDR ETF · $53.8BVanEck Semiconductor ETF · $65.4B

+24.7%3 years · per year$19,384 · $37,049+54.7%

+10.1%5 years · per year$16,157 · $38,820+31.2%

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

1.40%12-mo yield$140 · $22 on $10k0.22%

−14.8%Worst dropSmaller wins−24.6%

15.0%VolatilityLower wins41.2%

4–2XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · SMH

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

Held in common0.0%

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	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLF vs SMH

XLF

Financial Select Sector SPDR

$16,157

SMH

VanEck Semiconductor

$38,820

MeasureXLFSMH

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.40%0.22%

5 years, per year+10.1%+31.2%

3 years, per year+24.7%+54.7%

Worst drop · 1Y−14.8%−24.6%

Volatility · 1Y15.0%41.2%

4–2measures won
XLF first

0.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

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 5, 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 5, 2026

Overlap: XLF, SMH

Today

0.0%most shared, XLF and SMH

XLFSMH

XLF—0.0%

SMH0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

SMH$22 − $35 = −$13

KeptFee

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