XLI vs SPY

AXLI

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · XLI $16,779

Lowest cost0.08%XLI · $8 on $10k

Most income1.16%XLI · $116 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common8.1%XLI and SPY

XLI

SPY

State Street Industrial Select Sector SPDR ETF · $31.1BState Street SPDR S&P 500 ETF · $819B

+19.8%3 years · per year$17,186 · $18,039+21.7%

+10.9%5 years · per year$16,779 · $17,118+11.3%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

1.16%12-mo yield$116 · $103 on $10k1.03%

−12.7%Worst dropSmaller wins−8.9%

17.8%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLI · SPY

6.3%GE0.5%

5.0%RTX0.4%

4.9%CAT0.4%

4.0%GEV0.3%

Held in common8.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.16%	+0.1%	+5.7%	+7.4%	+19.8%	+10.9%	−12.7%	$31.1B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.16%	+0.1%	+5.7%	+7.4%	+19.8%	+10.9%	−12.7%	$31.1B

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

XLI vs SPY

XLI

Industrial Select Sector SPDR

$16,779

SPY

SPDR S&P 500

$17,118

MeasureXLISPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield1.16%1.03%

5 years, per year+10.9%+11.3%

3 years, per year+19.8%+21.7%

Worst drop · 1Y−12.7%−8.9%

Volatility · 1Y17.8%13.6%

4–2measures won
SPY first

8.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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: XLI, SPY

Today

8.1%most shared, XLI and SPY

XLISPY

XLI—8.1%

SPY8.1%—

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

Income After Fees on $10,000

$108most kept, XLI

XLI$116 − $8 = $108

SPY$103 − $9 = $94

KeptFee

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