Compare · 2 funds side by side · dividends reinvested

FTXR and XLI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,687XLI · best of the two

02 / 04

FTXR and XLI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.10%+11.3%+11.7%+22.8%+12.1%−12.2%17.3%$31.5B1.3

First Trust Nasdaq Transportation ETFSectors · Industrials0.60%1.04%+12.5%+22.2%+22.5%+7.1%−14.5%21.4%$162M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: FTXR 2016 · XLI 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Transportation ETF · $162M$14,086

FTXR

XLI

State Street Industrial Select Sector SPDR ETF · $31.5B$17,687

$10,000 five years ago, dividends reinvested · they hold 14.7% in common

FTXRMeasureXLI

+12.5%Year to dateJan 1 → Nov 3+11.3%

+22.2%1 yearTotal return+11.7%

+22.5%3 years · per year$10,000 became $18,384 · $18,519+22.8%

+7.1%5 years · per year$10,000 became $14,086 · $17,687+12.1%

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

1.04%Trailing 12-mo yield$104 · $110 a year on $10k1.10%

−14.5%Worst dropSmaller is better−12.2%

21.4%VolatilityLower is calmer17.3%

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

2–6XLI wins

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

More Ways to See the Pairs

FTXR vs XLI: Top 5 Holdings

Today

FTXR

38.8%in top 5

XLI

in top 524.2%

FTXRStockXLI

8.7%TSLAnot top 5

8.1%GMnot top 5

8.0%UNP3.3%

7.0%FDXnot top 5

7.0%Fnot top 5

not top 5GE6.0%

not top 5CAT5.5%

not top 5RTX5.0%

not top 5GEV4.4%

Held in common14.7%

End-of-day Nov 3, 2026 · share of each fund

FTXR vs XLI Returns, Every Period

First TrustFTXR

+7.1%

5 years, per year

XLISPDR

+12.1%

5 years, per year

FTXRXLIFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FTXR vs XLI

YTD

First TrustFTXR

+12.5%

XLISPDR

+11.3%

+12.5%Year to date+11.3%

−14.5%Worst drop · 1Y−12.2%

21.4%Volatility · 1Y17.3%

1.0%Yield1.1%

$162MAssets$31.5B

3–1XLI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTXR, XLI

Today

0.08%lowest, XLI

FundExpense ratioFee$10k

XLI0.08%$8

FTXR0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FTXR, XLI

1.10%highest, XLI

FundTrailing yieldYield$10k

XLI1.10%$110

FTXR1.04%$104

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, XLI

XLI$110 − $8 = $102

FTXR$104 − $60 = $44

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FTXR, XLI

Today

14.7%most shared, FTXR and XLI

FTXRXLI

FTXR—14.7%

XLI14.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.2%FTXR, at 21.4% volatility

XLIWorst drop−12.2%17.3% vol

FTXRWorst drop−14.5%21.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLIFTXR

+11.3%Year to date+12.5%

1.1%Yield1.0%

+11.7%Past year+22.2%

0.08%Fee0.60%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026