XLF vs USRT

AXLF

BUSRT

Measures won2–3USRT wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · XLF $15,474

Lowest cost0.08%XLF · $8 on $10k

Most income2.69%USRT · $269 on $10k

Smallest drop−12.4%USRT · worst fall in 1Y

Held in common0.0%XLF and USRT

XLF

USRT

State Street Financial Select Sector SPDR ETF · $55.5BiShares Core U.S. REIT ETF · $4.3B

+22.5%3 years · per year$18,391 · $15,602+16.0%

+9.1%5 years · per year$15,474 · $12,000+3.7%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

1.44%12-mo yield$144 · $269 on $10k2.69%

−14.8%Worst dropSmaller wins−12.4%

15.3%VolatilityLower wins13.9%

2–3USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLF · USRT

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

Held in common0.0%

End-of-day Nov 6, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
3	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLF vs USRT

XLF

Financial Select Sector SPDR

$15,474

USRT

iShares Core U.S. REIT

$12,000

MeasureXLFUSRT

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield1.44%2.69%

5 years, per year+9.1%+3.7%

3 years, per year+22.5%+16.0%

Worst drop · 1Y−14.8%−12.4%

Volatility · 1Y15.3%13.9%

3–2measures won
USRT first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XLF, USRT, XLE

Today

0.0%most shared, XLF and USRT

XLFUSRTXLE

XLF—0.0%0.0%

USRT0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

XLE$247 − $8 = $239

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee