Compare · 3 funds side by side · dividends reinvested

FNCL, LBO and XLV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,567FNCL · best of the three

Story of the three · IncomeMost incomeLBO · 6.05% · $605 a year on $10k

Story of the three · RiskSmallest drop

FNCL, LBO and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.57%+7.2%+11.8%+22.2%+9.3%−14.8%15.4%$2.3B1.5

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.5%+31.4%+15.9%+8.8%−10.5%16.9%$49.7B1.6

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.05%−6.5%−2.1%[…][…]−25.1%24.2%$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 10, 2026 · returns include dividends · since: FNCL 2013 · LBO 2023 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity MSCI Financials Index ETF · $2.3B$15,567

FNCL

LBO

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

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

FNCLMeasure

More Ways to See the Pairs

FNCL vs LBO: Top 5 Holdings

Today

FNCL

36.2%in top 5

LBO

in top 543.6%

FNCLStockLBO

not top 5APO10.2%

not top 5ARCC10.2%

10.0%JPMnot top 5

8.9%BRK-Bnot top 5

not top 5ARES8.4%

Cost, Income and Risk

Fees: FNCL, LBO, XLV

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

XLV0.08%$8

LBO6.53%$653

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

Yields: FNCL, LBO, XLV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

LBO

+7.2%Year to dateJan 1 → Nov 10−6.5%

+11.8%1 yearTotal return−2.1%

+22.2%3 years · per year$10,000 became $18,238 · […][…]

+9.3%5 years · per year$10,000 became $15,567 · […][…]

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

1.57%Trailing 12-mo yield$157 · $605 a year on $10k6.05%

−14.8%Worst dropSmaller is better−25.1%

15.4%VolatilityLower is calmer24.2%

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

5–1FNCL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.7%Vnot top 5

not top 5KKR7.4%

not top 5BXSL7.3%

5.9%MAnot top 5

3.6%BACnot top 5

Held in common4.9%

End-of-day Nov 10, 2026 · share of each fund

FNCL vs LBO Returns, Every Period

1Y

FidelityFNCL

+11.8%

past year

LBOWHITEWOLF

−2.1%

past year

FNCLLBOFaded: behind in that period

2–0FNCL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Unsorted: FNCL vs LBO

YTD

FidelityFNCL

+7.2%

LBOWHITEWOLF

−6.5%

+7.2%Year to date−6.5%

−14.8%Worst drop · 1Y−25.1%

15.4%Volatility · 1Y24.2%

1.6%Yield6.1%

$2.3BAssets$6.7M

3–1FNCL wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

6.05%highest, LBO

FundTrailing yieldYield$10k

LBO6.05%$605

FNCL1.57%$157

XLV1.35%$135

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$149most kept, FNCL

FNCL$157 − $8 = $149

XLV$135 − $8 = $127

LBO$605 − $653 = −$48

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FNCL, LBO, XLV

Today

4.9%most shared, FNCL and LBO

FNCLLBOXLV

FNCL—4.9%0.0%

LBO4.9%—0.0%

XLV0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+31.4%XLV, at 16.9% volatility

FNCLWorst drop−14.8%15.4% vol

XLVWorst drop−10.5%16.9% vol

LBOWorst drop−25.1%24.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

LBOXLV

−6.5%Year to date+23.5%

6.1%Yield1.4%

−2.1%Past year+31.4%

6.53%Fee0.08%

3–1XLV wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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FNCL, LBO and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three