Compare · 3 funds side by side · dividends reinvested

FNCL, KBWB and XLV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,599FNCL · best of the three

Story of the three · IncomeMost incomeKBWB · 2.08% · $208 a year on $10k

Story of the three · RiskSmallest drop

FNCL, KBWB and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.36%+22.8%+26.7%+15.4%+8.7%−10.5%16.8%$50.4B1.8

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.58%+6.8%+10.6%+22.2%+9.3%−14.8%15.4%$2.3B1.9

Invesco KBW Bank ETFSectors · Financials0.35%2.08%+8.1%+17.0%+33.8%+7.6%−16.4%20.6%$6.8B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: FNCL 2013 · KBWB 2011 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity MSCI Financials Index ETF · $2.3B$15,599

FNCL

KBWB

Invesco KBW Bank ETF · $6.8B$14,395

$10,000 five years ago, dividends reinvested · they hold 31.0% in common

FNCL

More Ways to See the Pairs

FNCL vs KBWB: Top 5 Holdings

Today

FNCL

36.2%in top 5

KBWB

in top 538.6%

FNCLStockKBWB

10.0%JPM8.1%

9.1%BRK-Bnot top 5

not top 5WFC8.4%

7.7%Vnot top 5

not top 5GS

Cost, Income and Risk

Fees: FNCL, KBWB, XLV

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

XLV0.08%$8

KBWB0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FNCL, KBWB, XLV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

KBWB

+6.8%Year to dateJan 1 → Nov 12+8.1%

+10.6%1 yearTotal return+17.0%

+22.2%3 years · per year$10,000 became $18,263 · $23,968+33.8%

+9.3%5 years · per year$10,000 became $15,599 · $14,395+7.6%

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

1.58%Trailing 12-mo yield$158 · $208 a year on $10k2.08%

−14.8%Worst dropSmaller is better−16.4%

15.4%VolatilityLower is calmer20.6%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.6%

not top 5MS7.5%

3.6%BAC6.9%

5.9%MAnot top 5

Held in common31.0%

End-of-day Nov 12, 2026 · share of each fund

FNCL vs KBWB Returns, Every Period

5Y

FidelityFNCL

+9.3%

5 years, per year

KBWBInvesco

+7.6%

5 years, per year

FNCLKBWBFaded: behind in that period

1–3KBWB wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FNCL vs KBWB

YTD

FidelityFNCL

+6.8%

KBWBInvesco

+8.1%

+6.8%Year to date+8.1%

−14.8%Worst drop · 1Y−16.4%

15.4%Volatility · 1Y20.6%

1.6%Yield2.1%

$2.3BAssets$6.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.08%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.08%$208

FNCL1.58%$158

XLV1.36%$136

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

Income After Fees on $10,000

1Y

$173most kept, KBWB

KBWB$208 − $35 = $173

FNCL$158 − $8 = $150

XLV$136 − $8 = $128

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FNCL, KBWB, XLV

Today

31.0%most shared, FNCL and KBWB

FNCLKBWBXLV

FNCL—31.0%0.0%

KBWB31.0%—0.0%

XLV0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.7%XLV, at 16.8% volatility

FNCLWorst drop−14.8%15.4% vol

XLVWorst drop−10.5%16.8% vol

KBWBWorst drop−16.4%20.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBXLV

+8.1%Year to date+22.8%

2.1%Yield1.4%

+17.0%Past year+26.7%

0.35%Fee0.08%

3–1XLV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FNCL, KBWB and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three