Compare · 2 funds side by side · dividends reinvested

FXH and XLF

FXHFirst 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

FXH 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 Health Care AlphaDEX FundSectors · Health care0.61%0.53%+22.1%+25.1%+15.8%+3.3%−12.2%16.8%$1.2B1.6

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: FXH 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Health Care AlphaDEX Fund · $1.2B$11,760

FXH

XLF

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

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

FXHMeasureXLF

+22.1%Year to dateJan 1 → Nov 5+6.3%

+25.1%1 yearTotal return+11.4%

+15.8%3 years · per year$10,000 became $15,544 · $18,620+23.0%

+3.3%5 years · per year$10,000 became $11,760 · $15,503+9.2%

0.61%Expense ratio$61 · $8 a year on $10k · lower is better0.08%

0.53%Trailing 12-mo yield$53 · $144 a year on $10k1.44%

−12.2%Worst dropSmaller is better−14.8%

16.8%VolatilityLower is calmer15.3%

FXHXLF 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

FXH vs XLF: Top 5 Holdings

Today

FXH

12.8%in top 5

XLF

in top 543.7%

FXHStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

2.7%ZBHnot top 5

2.6%CNCnot top 5

2.6%HALOnot top 5

2.5%GMEDnot top 5

2.4%UHSnot top 5

Held in common0.0%

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

FXH vs XLF Returns, Every Period

First TrustFXH

+3.3%

5 years, per year

XLFSPDR

+9.2%

5 years, per year

FXHXLFFaded: behind in that period

2–2Level

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

FXH vs XLF

YTD

First TrustFXH

+22.1%

XLFSPDR

+6.3%

+22.1%Year to date+6.3%

−12.2%Worst drop · 1Y−14.8%

16.8%Volatility · 1Y15.3%

0.5%Yield1.4%

$1.2BAssets$53.8B

2–2level

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

Cost, Income and Risk

Fees: FXH, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FXH0.61%$61

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

Yields: FXH, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

FXH0.53%$53

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FXH$53 − $61 = −$8

KeptFee

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

Overlap: FXH, XLF

Today

0.0%most shared, FXH and XLF

FXHXLF

FXH—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

+25.1%FXH, at 16.8% volatility

XLFWorst drop−14.8%15.3% vol

FXHWorst drop−12.2%16.8% vol

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

Paid More vs Made More

YTD

XLFFXH

+6.3%Year to date+22.1%

1.4%Yield0.5%

+11.4%Past year+25.1%

0.08%Fee0.61%

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