XLF vs VTV

AXLF

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · XLF $15,474

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common22.0%XLF and VTV

XLF

VTV

State Street Financial Select Sector SPDR ETF · $55.5BVanguard Morningstar Value ETF · $184B

+22.5%3 years · per year$18,391 · $17,687+20.9%

+9.1%5 years · per year$15,474 · $17,585+12.0%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.44%12-mo yield$144 · $187 on $10k1.87%

−14.8%Worst dropSmaller wins−6.4%

15.3%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · VTV

11.1%JPM3.3%

13.2%BRK-B2.9%

4.0%BAC1.4%

3.1%GS0.9%

Held in common22.0%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

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 VTV

XLF

Financial Select Sector SPDR

$15,474

VTV

Vanguard Morningstar Value

$17,585

MeasureXLFVTV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.44%1.87%

5 years, per year+9.1%+12.0%

3 years, per year+22.5%+20.9%

Worst drop · 1Y−14.8%−6.4%

Volatility · 1Y15.3%10.7%

5–1measures won
VTV first

22.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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, VTV

Today

22.0%most shared, XLF and VTV

XLFVTV

XLF—22.0%

VTV22.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

XLF$144 − $8 = $136

KeptFee

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