XLF vs SPYM

AXLF

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · XLF $16,157

Lowest cost0.02%SPYM · $2 on $10k

Most income1.40%XLF · $140 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common12.3%XLF and SPYM

XLF

SPYM

State Street Financial Select Sector SPDR ETF · $53.8BState Street SPDR Portfolio S&P 500 ETF · $182B

+24.7%3 years · per year$19,384 · $19,186+24.3%

+10.1%5 years · per year$16,157 · $18,126+12.6%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

1.40%12-mo yield$140 · $101 on $10k1.01%

−14.8%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · SPYM

12.9%BRK-B1.6%

11.2%JPM1.4%

8.9%V1.1%

6.5%MA0.8%

Held in common12.3%

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLF vs SPYM

XLF

Financial Select Sector SPDR

$16,157

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureXLFSPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield1.40%1.01%

5 years, per year+10.1%+12.6%

3 years, per year+24.7%+24.3%

Worst drop · 1Y−14.8%−8.9%

Volatility · 1Y15.0%12.8%

4–2measures won
SPYM first

12.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 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 4, 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 4, 2026

Overlap: XLF, SPYM

Today

12.3%most shared, XLF and SPYM

XLFSPYM

XLF—12.3%

SPYM12.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee