XTN vs IYT

AXTN

BIYT

Measures won1–5IYT wins · of 6 · 5Y

$10,000 · 5Y$12,676IYT · XTN $11,449

Lowest cost0.35%XTN · $35 on $10k

Most income0.93%IYT · $93 on $10k

Smallest drop−12.6%IYT · worst fall in 1Y

Held in common54.8%XTN and IYT

XTN

IYT

State Street SPDR S&P Transportation ETF · $226MiShares U.S. Transportation ETF · $2.1B

+14.8%3 years · per year$15,122 · $15,313+15.3%

+2.7%5 years · per year$11,449 · $12,676+4.9%

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

0.75%12-mo yield$75 · $93 on $10k0.93%

−17.8%Worst dropSmaller wins−12.6%

27.3%VolatilityLower wins20.7%

1–5IYT wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTN · IYT

3.2%UPS5.0%

3.1%DAL4.8%

3.0%CSX9.7%

3.0%UNP18.3%

Held in common54.8%

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	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.93%	−1.3%	+9.5%	+14.3%	+15.3%	+4.9%	−12.6%	$2.1B
2	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.75%	−0.6%	+9.6%	+17.2%	+14.8%	+2.7%	−17.8%	$226M

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	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.93%	−1.3%	+9.5%	+14.3%	+15.3%	+4.9%	−12.6%	$2.1B
2	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.75%	−0.6%	+9.6%	+17.2%	+14.8%	+2.7%	−17.8%	$226M

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

XTN vs IYT

XTN

SPDR S&P Transportation

$11,449

IYT

iShares U.S. Transportation

$12,676

MeasureXTNIYT

Fee0.35%0.37%

Cost on $10k a year$35$37

Yield0.75%0.93%

5 years, per year+2.7%+4.9%

3 years, per year+14.8%+15.3%

Worst drop · 1Y−17.8%−12.6%

Volatility · 1Y27.3%20.7%

5–1measures won
IYT first

54.8%

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: XTN, IYT

Today

54.8%most shared, XTN and IYT

XTNIYT

XTN—54.8%

IYT54.8%—

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

Income After Fees on $10,000

$56most kept, IYT

IYT$93 − $37 = $56

XTN$75 − $35 = $40

KeptFee

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