Compare · 2 funds side by side · dividends reinvested

FXG and XLF

FXGFirst Trust×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,690XLF · best of the two

02 / 04

FXG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B1.3

First Trust Consumer Staples AlphaDEX FundSectors · Consumer0.63%1.98%+6.1%+6.9%+4.6%+3.8%−16.0%15.2%$218M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: FXG 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Consumer Staples AlphaDEX Fund · $218M$12,029

FXG

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

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

FXGMeasureXLF

+6.1%Year to dateJan 1 → Nov 9+7.2%

+6.9%1 yearTotal return+12.4%

+4.6%3 years · per year$10,000 became $11,429 · $18,230+22.2%

+3.8%5 years · per year$10,000 became $12,029 · $15,690+9.4%

0.63%Expense ratio$63 · $8 a year on $10k · lower is better0.08%

1.98%Trailing 12-mo yield$198 · $142 a year on $10k1.42%

−16.0%Worst dropSmaller is better−14.8%

15.2%VolatilityLower is calmer15.3%

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

2–6XLF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FXG vs XLF: Top 5 Holdings

Today

FXG

21.5%in top 5

XLF

in top 543.8%

FXGStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V9.0%

not top 5MA6.6%

4.7%CAHnot top 5

4.4%POSTnot top 5

4.3%FRPTnot top 5

4.1%PPCnot top 5

4.0%MKCnot top 5

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FXG vs XLF Returns, Every Period

First TrustFXG

+3.8%

5 years, per year

XLFSPDR

+9.4%

5 years, per year

FXGXLFFaded: behind in that period

0–4XLF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FXG vs XLF

YTD

First TrustFXG

+6.1%

XLFSPDR

+7.2%

+6.1%Year to date+7.2%

−16.0%Worst drop · 1Y−14.8%

15.2%Volatility · 1Y15.3%

2.0%Yield1.4%

$218MAssets$53.4B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXG, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FXG0.63%$63

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FXG, XLF

1.98%highest, FXG

FundTrailing yieldYield$10k

FXG1.98%$198

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$135most kept, FXG

FXG$198 − $63 = $135

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FXG, XLF

Today

0.0%most shared, FXG and XLF

FXGXLF

FXG—0.0%

XLF0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.4%XLF, at 15.3% volatility

FXGWorst drop−16.0%15.2% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FXGXLF

+6.1%Year to date+7.2%

2.0%Yield1.4%

+6.9%Past year+12.4%

0.63%Fee0.08%

3–1XLF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026