XLF vs VYM

AXLF

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · XLF $15,503

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common18.2%XLF and VYM

XLF

VYM

State Street Financial Select Sector SPDR ETF · $55.5BVanguard High Dividend Yield ETF · $78.9B

+23.0%3 years · per year$18,620 · $17,266+20.0%

+9.2%5 years · per year$15,503 · $17,002+11.2%

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

1.44%12-mo yield$144 · $230 on $10k2.30%

−14.8%Worst dropSmaller wins−6.7%

15.3%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · VYM

11.2%JPM3.8%

4.0%BAC1.5%

3.2%GS1.0%

3.2%WFC1.0%

Held in common18.2%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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%	$55.5B

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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%	$55.5B

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 VYM

XLF

Financial Select Sector SPDR

$15,503

VYM

Vanguard High Dividend Yield

$17,002

MeasureXLFVYM

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield1.44%2.30%

5 years, per year+9.2%+11.2%

3 years, per year+23.0%+20.0%

Worst drop · 1Y−14.8%−6.7%

Volatility · 1Y15.3%10.6%

5–1measures won
VYM first

18.2%

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XLF, VYM

Today

18.2%most shared, XLF and VYM

XLFVYM

XLF—18.2%

VYM18.2%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

XLF$144 − $8 = $136

KeptFee

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