Compare · 3 funds side by side · dividends reinvested

FNCL, LBO and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,984XLK · best of the three

02 / 04

FNCL, LBO and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.58%+6.8%+12.3%+22.7%+9.2%−14.8%15.4%$2.3B1.6

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+19.1%+18.8%+27.0%+17.1%−19.6%28.6%$110B1.6

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.06%−6.6%−1.1%[…][…]−25.1%24.3%$7M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: FNCL 2013 · LBO 2023 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.3B$15,532

FNCL

LBO

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

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

FNCLMeasureLBO

+6.8%Year to dateJan 1 → Nov 9−6.6%

+12.3%1 yearTotal return−1.1%

+22.7%3 years · per year$10,000 became $18,458 · […][…]

+9.2%5 years · per year$10,000 became $15,532 · […][…]

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

1.58%Trailing 12-mo yield$158 · $606 a year on $10k6.06%

−14.8%Worst dropSmaller is better−25.1%

15.4%VolatilityLower is calmer24.3%

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

5–1FNCL wins

End-of-day Nov 9, 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 543.7%

FNCLStockLBO

not top 5ARCC10.4%

not top 5APO10.1%

9.9%JPMnot top 5

9.0%BRK-Bnot top 5

not top 5ARES8.2%

7.9%Vnot top 5

not top 5BXSL7.5%

not top 5KKR7.5%

5.9%MAnot top 5

3.6%BACnot top 5

Held in common4.8%

End-of-day Nov 9, 2026 · share of each fund

FNCL vs LBO Returns, Every Period

FidelityFNCL

+12.3%

past year

LBOWHITEWOLF

−1.1%

past year

FNCLLBOFaded: behind in that period

2–0FNCL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Unsorted: FNCL vs LBO

YTD

FidelityFNCL

+6.8%

LBOWHITEWOLF

−6.6%

+6.8%Year to date−6.6%

−14.8%Worst drop · 1Y−25.1%

15.4%Volatility · 1Y24.3%

1.6%Yield6.1%

$2.3BAssets$6.7M

3–1FNCL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNCL, LBO, XLK

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

XLK0.08%$8

LBO6.53%$653

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FNCL, LBO, XLK

6.06%highest, LBO

FundTrailing yieldYield$10k

LBO6.06%$606

FNCL1.58%$158

XLK0.49%$49

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$150most kept, FNCL

FNCL$158 − $8 = $150

XLK$49 − $8 = $41

LBO$606 − $653 = −$47

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FNCL, LBO, XLK

Today

4.8%most shared, FNCL and LBO

FNCLLBOXLK

FNCL—4.8%0.0%

LBO4.8%—0.0%

XLK0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.8%XLK, at 28.6% volatility

FNCLWorst drop−14.8%15.4% vol

LBOWorst drop−25.1%24.3% vol

XLKWorst drop−19.6%28.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

LBOXLK

−6.6%Year to date+19.1%

6.1%Yield0.5%

−1.1%Past year+18.8%

6.53%Fee0.08%

3–1XLK wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026