Compare · 3 funds side by side · dividends reinvested

FNCL, LBO and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,503XLF · best of the three

02 / 04

FNCL, LBO and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B1.5

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.59%+5.8%+11.3%+23.6%+9.1%−14.8%15.3%$2.2B1.6

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.22%−8.9%−4.0%[…][…]−25.1%24.1%$7M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: FNCL 2013 · LBO 2023 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.2B$15,425

FNCL

LBO

WHITEWOLF Publicly Listed Private Equity ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

FNCLMeasureLBO

+5.8%Year to dateJan 1 → Nov 5−8.9%

+11.3%1 yearTotal return−4.0%

+23.6%3 years · per year$10,000 became $18,881 · […][…]

+9.1%5 years · per year$10,000 became $15,425 · […][…]

0.08%Expense ratio$8 · $653 a year on $10k · lower is better6.53%

1.59%Trailing 12-mo yield$159 · $622 a year on $10k6.22%

−14.8%Worst dropSmaller is better−25.1%

15.3%VolatilityLower is calmer24.1%

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

5–1FNCL wins

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

More Ways to See the Pairs

FNCL vs LBO: Top 5 Holdings

Today

FNCL

36.3%in top 5

LBO

in top 543.5%

FNCLStockLBO

not top 5APO10.2%

not top 5ARCC10.2%

10.1%JPMnot top 5

8.8%BRK-Bnot top 5

not top 5ARES8.3%

7.8%Vnot top 5

not top 5KKR7.5%

not top 5BXSL7.3%

5.9%MAnot top 5

3.6%BACnot top 5

Held in common4.9%

End-of-day Nov 5, 2026 · share of each fund

FNCL vs LBO Returns, Every Period

FidelityFNCL

+11.3%

past year

LBOWHITEWOLF

−4.0%

past year

FNCLLBOFaded: behind in that period

2–0FNCL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Unsorted: FNCL vs LBO

YTD

FidelityFNCL

+5.8%

LBOWHITEWOLF

−8.9%

+5.8%Year to date−8.9%

−14.8%Worst drop · 1Y−25.1%

15.3%Volatility · 1Y24.1%

1.6%Yield6.2%

$2.2BAssets$6.8M

3–1FNCL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNCL, LBO, XLF

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

XLF0.08%$8

LBO6.53%$653

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FNCL, LBO, XLF

6.22%highest, LBO

FundTrailing yieldYield$10k

LBO6.22%$622

FNCL1.59%$159

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, FNCL

FNCL$159 − $8 = $151

XLF$144 − $8 = $136

LBO$622 − $653 = −$31

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FNCL, LBO, XLF

Today

83.9%most shared, FNCL and XLF

FNCLLBOXLF

FNCL—4.9%83.9%

LBO4.9%—5.2%

XLF83.9%5.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.4%XLF, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

FNCLWorst drop−14.8%15.3% vol

LBOWorst drop−25.1%24.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LBOXLF

−8.9%Year to date+6.3%

6.2%Yield1.4%

−4.0%Past year+11.4%

6.53%Fee0.08%

3–1XLF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026