XLF vs VUG

AXLF

BVUG

Measures won4–2XLF wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · XLF $15,503

Lowest cost0.03%VUG · $3 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common3.9%XLF and VUG

XLF

VUG

State Street Financial Select Sector SPDR ETF · $53.8BVanguard Morningstar Growth ETF · $233B

+23.0%3 years · per year$18,620 · $18,532+22.8%

+9.2%5 years · per year$15,503 · $16,052+9.9%

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

1.44%12-mo yield$144 · $43 on $10k0.43%

−14.8%Worst dropSmaller wins−15.1%

15.3%VolatilityLower wins19.0%

4–2XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · VUG

8.9%V1.6%

6.5%MA1.2%

0.8%HOOD0.3%

0.9%MCO0.2%

Held in common3.9%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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 VUG

XLF

Financial Select Sector SPDR

$15,503

VUG

Vanguard Morningstar Growth

$16,052

MeasureXLFVUG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.44%0.43%

5 years, per year+9.2%+9.9%

3 years, per year+23.0%+22.8%

Worst drop · 1Y−14.8%−15.1%

Volatility · 1Y15.3%19.0%

4–2measures won
XLF first

3.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

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, VUG

Today

3.9%most shared, XLF and VUG

XLFVUG

XLF—3.9%

VUG3.9%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VUG$43 − $3 = $40

KeptFee

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