XTN vs VIS

AXTN

BVIS

Measures won0–6VIS wins · of 6 · 5Y

$10,000 · 5Y$17,523VIS · XTN $12,121

Lowest cost0.09%VIS · $9 on $10k

Most income0.94%VIS · $94 on $10k

Smallest drop−12.5%VIS · worst fall in 1Y

Held in common13.1%XTN and VIS

XTN

VIS

State Street SPDR S&P Transportation ETF · $220MVanguard Industrials ETF · $8.0B

+16.0%3 years · per year$15,628 · $18,083+21.8%

+3.9%5 years · per year$12,121 · $17,523+11.9%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

0.72%12-mo yield$72 · $94 on $10k0.94%

−17.8%Worst dropSmaller wins−12.5%

27.1%VolatilityLower wins18.3%

0–6VIS wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTN · VIS

3.0%UNP2.1%

2.7%UBER1.8%

3.0%CSX1.3%

3.1%UPS1.0%

Held in common13.1%

End-of-day Nov 4, 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	BVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B
2	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.72%	+3.2%	+14.4%	+24.0%	+16.0%	+3.9%	−17.8%	$220M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B
2	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.72%	+3.2%	+14.4%	+24.0%	+16.0%	+3.9%	−17.8%	$220M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XTN vs VIS

XTN

SPDR S&P Transportation

$12,121

VIS

Vanguard Industrials

$17,523

MeasureXTNVIS

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield0.72%0.94%

5 years, per year+3.9%+11.9%

3 years, per year+16.0%+21.8%

Worst drop · 1Y−17.8%−12.5%

Volatility · 1Y27.1%18.3%

6–0measures won
VIS first

13.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XTN, VIS

Today

13.1%most shared, XTN and VIS

XTNVIS

XTN—13.1%

VIS13.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$85most kept, VIS

VIS$94 − $9 = $85

XTN$72 − $35 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee