XRT vs XLP · Compare Desk

AXRT

BXLF

Measures won1–5XLF wins · of 6 · 5Y

$10,000 · 5Y$26,887XLE · XLF $15,353

Lowest cost0.08%XLF · $8 on $10k

Most income2.28%XLE · $228 on $10k

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

Held in common0.0%XRT and XLF

XRT vs XLF

XRT

XLF

State Street SPDR S&P Retail ETF · $439MState Street Financial Select Sector SPDR ETF · $54.2B

+16.7%3 years · per year$15,888 · $19,057+24.0%

+0.4%5 years · per year$10,207 · $15,353+9.0%

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

0.84%12-mo yield$84 · $144 on $10k1.44%

−13.5%Worst dropSmaller wins−14.8%

20.6%VolatilityLower wins14.6%

1–5XLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXRT · XLF

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

Held in common0.0%

End-of-day Nov 3, 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%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	AXRT	State Street SPDR S&P Retail ETFRead Desk	0.35%	0.84%	−1.9%	+4.8%	+10.6%	+16.7%	+0.4%	−13.5%	$439M

End-of-day Nov 3, 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%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
3	AXRT	State Street SPDR S&P Retail ETFRead Desk	0.35%	0.84%	−1.9%	+4.8%	+10.6%	+16.7%	+0.4%	−13.5%	$439M

End-of-day Nov 3, 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

$10,207

XLF

Financial Select Sector SPDR

$15,353

MeasureXRTXLF

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield0.84%1.44%

5 years, per year+0.4%+9.0%

3 years, per year+16.7%+24.0%

Worst drop · 1Y−13.5%−14.8%

Volatility · 1Y20.6%14.6%

5–1measures won
XLF first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: XRT, XLF, XLE

Today

0.0%most shared, XRT and XLF

XRTXLFXLE

XRT—0.0%0.0%

XLF0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

XLF$144 − $8 = $136

XRT$84 − $35 = $49

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee