Compare · 3 funds side by side · dividends reinvested

FIDU, PRN and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,124PRN · best of the three

02 / 04

FIDU, PRN and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.6

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.96%+5.3%+6.0%+19.6%+10.7%−13.6%18.9%$2.3B2.0

Invesco Dorsey Wright Industrials Momentum ETFSectors · Industrials0.69%0.00%+5.7%+1.9%+23.7%+11.4%−30.1%35.1%$303M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: FIDU 2013 · PRN 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Industrials Index ETF · $2.3B$16,598

FIDU

PRN

Invesco Dorsey Wright Industrials Momentum ETF · $303M$17,124

$10,000 five years ago, dividends reinvested · they hold 17.6% in common

FIDUMeasurePRN

+5.3%Year to dateJan 1 → Nov 6+5.7%

+6.0%1 yearTotal return+1.9%

+19.6%3 years · per year$10,000 became $17,095 · $18,935+23.7%

+10.7%5 years · per year$10,000 became $16,598 · $17,124+11.4%

0.08%Expense ratio$8 · $69 a year on $10k · lower is better0.69%

0.96%Trailing 12-mo yield$96 · $0 a year on $10k0.00%

−13.6%Worst dropSmaller is better−30.1%

18.9%VolatilityLower is calmer35.1%

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

5–3FIDU wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FIDU vs PRN: Top 5 Holdings

Today

FIDU

19.3%in top 5

PRN

in top 525.7%

FIDUStockPRN

not top 5GWW6.3%

not top 5CTAS6.1%

5.1%GE4.7%

not top 5PAYC4.3%

not top 5R4.3%

4.1%RTXnot top 5

4.0%CATnot top 5

3.3%GEVnot top 5

2.8%UNPnot top 5

Held in common17.6%

End-of-day Nov 6, 2026 · share of each fund

FIDU vs PRN Returns, Every Period

FidelityFIDU

+10.7%

5 years, per year

PRNInvesco

+11.4%

5 years, per year

FIDUPRNFaded: behind in that period

1–3PRN wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FIDU vs XLF

YTD

FidelityFIDU

+5.3%

XLFSPDR

+5.7%

+5.3%Year to date+5.7%

−13.6%Worst drop · 1Y−14.8%

18.9%Volatility · 1Y15.3%

1.0%Yield1.4%

$2.3BAssets$55.5B

3–1XLF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FIDU, PRN, XLF

Today

0.08%lowest, FIDU

FundExpense ratioFee$10k

FIDU0.08%$8

XLF0.08%$8

PRN0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FIDU, PRN, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

FIDU0.96%$96

PRN0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FIDU$96 − $8 = $88

PRN$0 − $69 = −$69

KeptFee

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

Overlap: FIDU, PRN, XLF

Today

17.6%most shared, FIDU and PRN

FIDUPRNXLF

FIDU—17.6%0.0%

PRN17.6%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+10.4%XLF, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

FIDUWorst drop−13.6%18.9% vol

PRNWorst drop−30.1%35.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLFPRN

+5.7%Year to date+5.7%

1.4%Yield0.0%

+10.4%Past year+1.9%

0.08%Fee0.69%

3–0XLF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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