XLF vs VUG

AXLF

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$25,271XLE · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income2.46%XLE · $246 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 · $53.4BVanguard Morningstar Growth ETF · $233B

+22.2%3 years · per year$18,230 · $18,569+22.9%

+9.4%5 years · per year$15,690 · $16,565+10.6%

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

1.42%12-mo yield$142 · $41 on $10k0.41%

−14.8%Worst dropSmaller wins−15.1%

15.3%VolatilityLower wins19.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLF · VUG

9.0%V1.6%

6.6%MA1.2%

0.8%HOOD0.3%

0.9%MCO0.2%

Held in common3.9%

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B

End-of-day Nov 9, 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%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B

End-of-day Nov 9, 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

$15,690

VUG

Vanguard Morningstar Growth

$16,565

MeasureXLFVUG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.42%0.41%

5 years, per year+9.4%+10.6%

3 years, per year+22.2%+22.9%

Worst drop · 1Y−14.8%−15.1%

Volatility · 1Y15.3%19.1%

3–3measures won
level

3.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: XLF, VUG, XLE

Today

3.9%most shared, XLF and VUG

XLFVUGXLE

XLF—3.9%0.0%

VUG3.9%—0.2%

XLE0.0%0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XLF$142 − $8 = $134

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee