XLSR vs VTV

AXLSR

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · XLSR $14,735

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common0.6%XLSR and VTV

XLSR

VTV

State Street US Sector Rotation ETF · $1.1BVanguard Morningstar Value ETF · $184B

+17.0%3 years · per year$16,015 · $17,832+21.3%

+8.1%5 years · per year$14,735 · $17,626+12.0%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

0.42%12-mo yield$42 · $186 on $10k1.86%

−11.1%Worst dropSmaller wins−6.4%

14.5%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLSR · VTV

0.4%MU4.6%

0.1%WMT1.7%

0.1%VZ0.7%

0.0%T0.6%

Held in common0.6%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.42%	−4.4%	+2.1%	+4.7%	+17.0%	+8.1%	−11.1%	$1.1B

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

XLSR vs VTV

XLSR

US Sector Rotation

$14,735

VTV

Vanguard Morningstar Value

$17,626

MeasureXLSRVTV

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.42%1.86%

5 years, per year+8.1%+12.0%

3 years, per year+17.0%+21.3%

Worst drop · 1Y−11.1%−6.4%

Volatility · 1Y14.5%10.7%

6–0measures won
VTV first

0.6%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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: XLSR, VTV

Today

0.6%most shared, XLSR and VTV

XLSRVTV

XLSR—0.6%

VTV0.6%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

XLSR$42 − $70 = −$28

KeptFee

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