Compare · 2 funds side by side · dividends reinvested

FTXO and XLF

FTXOFirst Trust×XLFSPDR×

Versus in desk

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

02 / 04

FTXO 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%$53.8B1.4

First Trust Nasdaq Bank ETFSectors · Financials0.60%1.94%+6.2%+17.1%+29.4%+5.6%−16.7%20.0%$242M1.6

Rank among the two1st → 2ndFee, 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: FTXO 2016 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Bank ETF · $242M$13,158

FTXO

XLF

State Street Financial Select Sector SPDR ETF · $53.8B$15,503

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

FTXOMeasureXLF

+6.2%Year to dateJan 1 → Nov 5+6.3%

+17.1%1 yearTotal return+11.4%

+29.4%3 years · per year$10,000 became $21,664 · $18,620+23.0%

+5.6%5 years · per year$10,000 became $13,158 · $15,503+9.2%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

1.94%Trailing 12-mo yield$194 · $144 a year on $10k1.44%

−16.7%Worst dropSmaller is better−14.8%

20.0%VolatilityLower is calmer15.3%

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

3–5XLF wins

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

More Ways to See the Pairs

FTXO vs XLF: Top 5 Holdings

Today

FTXO

38.2%in top 5

XLF

in top 543.7%

FTXOStockXLF

not top 5BRK-B12.9%

7.9%JPM11.2%

not top 5V8.9%

8.1%WFCnot top 5

7.9%USBnot top 5

7.6%Cnot top 5

6.7%BAC4.0%

not top 5MA6.5%

Held in common21.7%

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

FTXO vs XLF Returns, Every Period

First TrustFTXO

+5.6%

5 years, per year

XLFSPDR

+9.2%

5 years, per year

FTXOXLFFaded: behind in that period

2–2Level

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

FTXO vs XLF

YTD

First TrustFTXO

+6.2%

XLFSPDR

+6.3%

+6.2%Year to date+6.3%

−16.7%Worst drop · 1Y−14.8%

20.0%Volatility · 1Y15.3%

1.9%Yield1.4%

$242MAssets$53.8B

3–1XLF wins

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

Cost, Income and Risk

Fees: FTXO, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FTXO0.60%$60

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

Yields: FTXO, XLF

1.94%highest, FTXO

FundTrailing yieldYield$10k

FTXO1.94%$194

XLF1.44%$144

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FTXO$194 − $60 = $134

KeptFee

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

Overlap: FTXO, XLF

Today

21.7%most shared, FTXO and XLF

FTXOXLF

FTXO—21.7%

XLF21.7%—

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

Return vs Bumpiness: 2 ETFs

+17.1%FTXO, at 20.0% volatility

XLFWorst drop−14.8%15.3% vol

FTXOWorst drop−16.7%20.0% vol

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

Paid More vs Made More

YTD

FTXOXLF

+6.2%Year to date+6.3%

1.9%Yield1.4%

+17.1%Past year+11.4%

0.60%Fee0.08%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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