Compare · 3 funds side by side · dividends reinvested

FNCL, LBO and XLV

02 / 04

Search ETFs and stocks

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 incomeLBO · 6.20% · $620 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%1.58%+6.8%+10.6%+22.2%+9.3%−14.8%15.4%$2.3B1.5

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%$50.5B1.6

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.20%−8.7%−5.3%[…][…]−25.1%24.3%$6M2.7

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

End-of-day Nov 12, 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$15,599

FNCL

LBO

WHITEWOLF Publicly Listed Private Equity ETF · $6M[…]

$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 543.7%

FNCLStockLBO

not top 5APO10.3%

not top 5ARCC10.2%

10.0%JPMnot top 5

9.1%BRK-Bnot top 5

not top 5ARES8.3%

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 12, 2026 · fee on $10,000 a year

Yields: FNCL, LBO, 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%

$124BAssets$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%

LBO

+6.8%Year to dateJan 1 → Nov 12−8.7%

+10.6%1 yearTotal return−5.3%

+22.2%3 years · per year$10,000 became $18,263 · […][…]

+9.3%5 years · per year$10,000 became $15,599 · […][…]

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

1.58%Trailing 12-mo yield$158 · $620 a year on $10k6.20%

−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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.7%Vnot top 5

not top 5KKR7.6%

not top 5BXSL7.3%

5.9%MAnot top 5

3.6%BACnot top 5

Held in common4.9%

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

FNCL vs LBO Returns, Every Period

1Y

FidelityFNCL

+10.6%

past year

LBOWHITEWOLF

−5.3%

past year

FNCLLBOFaded: behind in that period

2–0FNCL wins

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

Sector vs Unsorted: FNCL vs LBO

YTD

FidelityFNCL

+6.8%

LBOWHITEWOLF

−8.7%

+6.8%Year to date−8.7%

−14.8%Worst drop · 1Y−25.1%

15.4%Volatility · 1Y24.3%

1.6%Yield6.2%

$2.3BAssets$6.5M

3–1FNCL wins

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

1Y

6.20%highest, LBO

FundTrailing yieldYield$10k

LBO6.20%$620

FNCL1.58%$158

XLV1.36%$136

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

Income After Fees on $10,000

1Y

$150most kept, FNCL

FNCL$158 − $8 = $150

XLV$136 − $8 = $128

LBO$620 − $653 = −$33

KeptFee

End-of-day Nov 12, 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 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

LBOWorst drop−25.1%24.3% vol

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

Paid More vs Made More

YTD

LBOXLV

−8.7%Year to date+22.8%

6.2%Yield1.4%

−5.3%Past year+26.7%

6.53%Fee0.08%

3–1XLV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

FNCL, LBO and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three