XLF vs VIG

AXLF

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · XLF $15,503

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common19.5%XLF and VIG

XLF

VIG

State Street Financial Select Sector SPDR ETF · $53.8BVanguard Dividend Appreciation ETF · $109B

+23.0%3 years · per year$18,620 · $16,814+18.9%

+9.2%5 years · per year$15,503 · $16,331+10.3%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

1.44%12-mo yield$144 · $149 on $10k1.49%

−14.8%Worst dropSmaller wins−7.9%

15.3%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · VIG

11.2%JPM3.9%

8.9%V2.5%

6.5%MA2.0%

4.0%BAC1.6%

Held in common19.5%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−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 VIG

XLF

Financial Select Sector SPDR

$15,503

VIG

Vanguard Dividend Appreciation

$16,331

MeasureXLFVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield1.44%1.49%

5 years, per year+9.2%+10.3%

3 years, per year+23.0%+18.9%

Worst drop · 1Y−14.8%−7.9%

Volatility · 1Y15.3%10.8%

5–1measures won
VIG first

19.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLF, VIG

Today

19.5%most shared, XLF and VIG

XLFVIG

XLF—19.5%

VIG19.5%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

XLF$144 − $8 = $136

KeptFee

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