XTL vs IYZ

AXTL

BIYZ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,188XTL · IYZ $12,958

Lowest cost0.35%XTL · $35 on $10k

Most income1.81%IYZ · $181 on $10k

Smallest drop−20.2%IYZ · worst fall in 1Y

Held in common46.7%XTL and IYZ

XTL

IYZ

State Street SPDR S&P Telecom ETF · $447MiShares U.S. Telecommunications ETF · $539M

+40.8%3 years · per year$27,928 · $18,995+23.8%

+13.9%5 years · per year$19,188 · $12,958+5.3%

0.35%Expense ratio$35 · $37 on $10k · lower wins0.37%

1.10%12-mo yield$110 · $181 on $10k1.81%

−31.1%Worst dropSmaller wins−20.2%

32.5%VolatilityLower wins22.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXTL · IYZ

4.1%MSI4.5%

3.7%CMCSA4.2%

3.4%VZ12.3%

3.3%TMUS3.8%

Held in common46.7%

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	AXTL	State Street SPDR S&P Telecom ETFRead Desk		0.35%	1.10%	+3.4%	+15.5%	+17.8%	+40.8%	+13.9%	−31.1%	$447M
2	BIYZ	iShares U.S. Telecommunications ETFRead Desk		0.37%	1.81%	+1.9%	+10.6%	+16.4%	+23.8%	+5.3%	−20.2%	$539M

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	AXTL	State Street SPDR S&P Telecom ETFRead Desk		0.35%	1.10%	+3.4%	+15.5%	+17.8%	+40.8%	+13.9%	−31.1%	$447M
2	BIYZ	iShares U.S. Telecommunications ETFRead Desk		0.37%	1.81%	+1.9%	+10.6%	+16.4%	+23.8%	+5.3%	−20.2%	$539M

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

XTL vs IYZ

XTL

SPDR S&P Telecom

$19,188

IYZ

iShares U.S. Telecommunications

$12,958

MeasureXTLIYZ

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield1.10%1.81%

5 years, per year+13.9%+5.3%

3 years, per year+40.8%+23.8%

Worst drop · 1Y−31.1%−20.2%

Volatility · 1Y32.5%22.5%

3–3measures won
level

46.7%

holdings shared

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

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

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

Overlap: XTL, IYZ

Today

46.7%most shared, XTL and IYZ

XTLIYZ

XTL—46.7%

IYZ46.7%—

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

Income After Fees on $10,000

$144most kept, IYZ

IYZ$181 − $37 = $144

XTL$110 − $35 = $75

KeptFee

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