XRT vs XLF

AXRT

BXLF

Measures won1–5XLF wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF · XRT $10,527

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−13.5%XRT · worst fall in 1Y

Held in common0.0%XRT and XLF

XRT

XLF

State Street SPDR S&P Retail ETF · $571MState Street Financial Select Sector SPDR ETF · $55.5B

+17.2%3 years · per year$16,079 · $18,620+23.0%

+1.0%5 years · per year$10,527 · $15,503+9.2%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

0.82%12-mo yield$82 · $144 on $10k1.44%

−13.5%Worst dropSmaller wins−14.8%

21.4%VolatilityLower wins15.3%

1–5XLF wins

$10,000 · 5 yearsOne scale

Shared top holdingsXRT · XLF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BXLF	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
2	AXRT	State Street SPDR S&P Retail ETFRead Desk		0.35%	0.82%	−2.8%	+7.5%	+15.0%	+17.2%	+1.0%	−13.5%	$571M

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	BXLF	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
2	AXRT	State Street SPDR S&P Retail ETFRead Desk		0.35%	0.82%	−2.8%	+7.5%	+15.0%	+17.2%	+1.0%	−13.5%	$571M

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

XRT vs XLF

XRT

SPDR S&P Retail

$10,527

XLF

Financial Select Sector SPDR

$15,503

MeasureXRTXLF

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield0.82%1.44%

5 years, per year+1.0%+9.2%

3 years, per year+17.2%+23.0%

Worst drop · 1Y−13.5%−14.8%

Volatility · 1Y21.4%15.3%

5–1measures won
XLF first

0.0%

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: XRT, XLF

Today

0.0%most shared, XRT and XLF

XRTXLF

XRT—0.0%

XLF0.0%—

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

XRT$82 − $35 = $47

KeptFee

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