Compare · 2 funds side by side · dividends reinvested

FTXR and XLF

FTXRFirst Trust×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,474XLF · best of the two

02 / 04

FTXR and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.4

First Trust Nasdaq Transportation ETFSectors · Industrials0.60%1.07%+9.0%+17.9%+20.3%+6.1%−14.5%21.8%$161M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FTXR 2016 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Transportation ETF · $161M$13,436

FTXR

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FTXRMeasureXLF

+9.0%Year to dateJan 1 → Nov 6+5.7%

+17.9%1 yearTotal return+10.4%

+20.3%3 years · per year$10,000 became $17,396 · $18,391+22.5%

+6.1%5 years · per year$10,000 became $13,436 · $15,474+9.1%

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

1.07%Trailing 12-mo yield$107 · $144 a year on $10k1.44%

−14.5%Worst dropSmaller is better−14.8%

21.8%VolatilityLower is calmer15.3%

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

3–5XLF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTXR vs XLF: Top 5 Holdings

Today

FTXR

38.4%in top 5

XLF

in top 543.7%

FTXRStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

8.4%GMnot top 5

8.0%UNPnot top 5

7.6%TSLAnot top 5

7.3%Fnot top 5

7.2%FDXnot top 5

not top 5MA6.5%

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FTXR vs XLF Returns, Every Period

First TrustFTXR

+6.1%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

FTXRXLFFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FTXR vs XLF

YTD

First TrustFTXR

+9.0%

XLFSPDR

+5.7%

+9.0%Year to date+5.7%

−14.5%Worst drop · 1Y−14.8%

21.8%Volatility · 1Y15.3%

1.1%Yield1.4%

$161MAssets$55.5B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTXR, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FTXR0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FTXR, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

FTXR1.07%$107

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FTXR$107 − $60 = $47

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FTXR, XLF

Today

0.0%most shared, FTXR and XLF

FTXRXLF

FTXR—0.0%

XLF0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.9%FTXR, at 21.8% volatility

XLFWorst drop−14.8%15.3% vol

FTXRWorst drop−14.5%21.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLFFTXR

+5.7%Year to date+9.0%

1.4%Yield1.1%

+10.4%Past year+17.9%

0.08%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026