XLF vs SMMV

AXLF

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,690XLF · SMMV $13,257

Lowest cost0.08%XLF · $8 on $10k

Most income1.56%SMMV · $156 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common0.5%XLF and SMMV

XLF

SMMV

State Street Financial Select Sector SPDR ETF · $53.4BiShares MSCI USA Small-Cap Min Vol Factor ETF · $277M

+22.2%3 years · per year$18,230 · $15,054+14.6%

+9.4%5 years · per year$15,690 · $13,257+5.8%

0.08%Expense ratio$8 · $20 on $10k · lower wins0.20%

1.42%12-mo yield$142 · $156 on $10k1.56%

−14.8%Worst dropSmaller wins−7.0%

15.3%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · SMMV

0.2%AIZ0.5%

0.2%JKHY0.4%

0.2%GL0.3%

Held in common0.5%

End-of-day Nov 9, 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%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$277M

End-of-day Nov 9, 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%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$277M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLF vs SMMV

XLF

Financial Select Sector SPDR

$15,690

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,257

MeasureXLFSMMV

Fee0.08%0.20%

Cost on $10k a year$8$20

Yield1.42%1.56%

5 years, per year+9.4%+5.8%

3 years, per year+22.2%+14.6%

Worst drop · 1Y−14.8%−7.0%

Volatility · 1Y15.3%9.8%

3–3measures won
level

0.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: XLF, SMMV

Today

0.5%most shared, XLF and SMMV

XLFSMMV

XLF—0.5%

SMMV0.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, SMMV

SMMV$156 − $20 = $136

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee