Compare · 3 funds side by side · dividends reinvested

FDIQ, XLF and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

FDIQ, XLF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.3

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.97%[…][…][…][…][…][…]$43M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FDIQ 2011 · XLF 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $54.2B$15,353

XLF

FDIQ

Invesco Bloomberg Financial Data Providers ETF · $43M[…]

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

XLFMeasureFDIQ

+5.7%Year to dateJan 1 → Nov 3[…]

+10.9%1 yearTotal return[…]

+24.0%3 years · per year$10,000 became $19,057 · […][…]

+9.0%5 years · per year$10,000 became $15,353 · […][…]

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.44%Trailing 12-mo yield$144 · $197 a year on $10k1.97%

−14.8%Worst dropSmaller is better[…]

14.6%VolatilityLower is calmer[…]

XLFFDIQ Winner of the row, in its colourEach row: the bigger of the two fills its side

1–1Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLF vs FDIQ: Top 5 Holdings

Today

XLF

43.3%in top 5

FDIQ

in top 524.5%

XLFStockFDIQ

12.6%BRK-Bnot top 5

11.4%JPMnot top 5

8.7%Vnot top 5

6.4%MAnot top 5

not top 5CBOE5.1%

not top 5EXPN.L4.9%

not top 5SPGI4.9%

not top 5VRSK4.9%

not top 5NDAQ4.8%

4.1%BACnot top 5

Held in common7.3%

End-of-day Nov 3, 2026 · share of each fund

XLF vs FDIQ Returns, Every Period

SPDRXLF

+10.9%

past year

FDIQInvesco

[…]

past year

Returns […]

XLFFDIQFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XLF vs FDIQ

YTD

SPDRXLF

+5.7%

FDIQInvesco

[…]

+5.7%Year to date[…]

−14.8%Worst drop · 1Y[…]

14.6%Volatility · 1Y[…]

1.4%Yield2.0%

$54.2BAssets$43.4M

1–0FDIQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDIQ, XLF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLF0.08%$8

FDIQ0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FDIQ, XLF, VOO

1.97%highest, FDIQ

FundTrailing yieldYield$10k

FDIQ1.97%$197

XLF1.44%$144

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$162most kept, FDIQ

FDIQ$197 − $35 = $162

XLF$144 − $8 = $136

VOO$107 − $3 = $104

KeptFee

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

Overlap: FDIQ, XLF, VOO

Today

11.3%most shared, XLF and VOO

FDIQXLFVOO

FDIQ—7.3%0.9%

XLF7.3%—11.3%

VOO0.9%11.3%—

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

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

XLFWorst drop−14.8%14.6% vol

FDIQWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FDIQVOO

[…]Year to date+11.5%

2.0%Yield1.1%

[…]Past year+11.9%

0.35%Fee0.03%

1–1level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV 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