XLF vs VFH

AXLF

BVFH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,157XLF · VFH $16,079

Lowest cost0.08%XLF · $8 on $10k

Most income1.64%VFH · $164 on $10k

Smallest drop−14.7%VFH · worst fall in 1Y

Held in common85.1%XLF and VFH

XLF

VFH

State Street Financial Select Sector SPDR ETF · $53.8BVanguard Financials ETF · $12.7B

+24.7%3 years · per year$19,384 · $19,620+25.2%

+10.1%5 years · per year$16,157 · $16,079+10.0%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

1.40%12-mo yield$140 · $164 on $10k1.64%

−14.8%Worst dropSmaller wins−14.7%

15.0%VolatilityLower wins15.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · VFH

11.2%JPM10.4%

12.9%BRK-B8.3%

8.9%V7.1%

6.5%MA5.3%

Held in common85.1%

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	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
2	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B

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	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
2	BVFH	Vanguard Financials ETFRead Desk		0.09%	1.64%	+3.3%	+8.8%	+14.9%	+25.2%	+10.0%	−14.7%	$12.7B

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 VFH

XLF

Financial Select Sector SPDR

$16,157

VFH

Vanguard Financials

$16,079

MeasureXLFVFH

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield1.40%1.64%

5 years, per year+10.1%+10.0%

3 years, per year+24.7%+25.2%

Worst drop · 1Y−14.8%−14.7%

Volatility · 1Y15.0%15.1%

3–3measures won
level

85.1%

holdings shared

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

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

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

Overlap: XLF, VFH

Today

85.1%most shared, XLF and VFH

XLFVFH

XLF—85.1%

VFH85.1%—

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

Income After Fees on $10,000

$155most kept, VFH

VFH$164 − $9 = $155

XLF$140 − $8 = $132

KeptFee

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