Compare · 3 funds side by side · dividends reinvested

FXL, FTEC and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,834FTEC · best of the three

02 / 04

FXL, FTEC and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Information Technology Index ETFSectors · Technology0.08%0.43%+15.5%+12.1%+28.7%+15.8%−17.7%26.6%$20.8B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.9

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+17.2%+14.5%+23.1%+8.5%−15.3%27.8%$2.6B2.3

Rank among the three1st → 3rdFee, 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: FXL 2007 · FTEC 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Technology AlphaDEX Fund · $2.6B$15,005

FXL

FTEC

Fidelity MSCI Information Technology Index ETF · $20.8B$20,834

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

FXLMeasureFTEC

+17.2%Year to dateJan 1 → Nov 6+15.5%

+14.5%1 yearTotal return+12.1%

+23.1%3 years · per year$10,000 became $18,639 · $21,308+28.7%

+8.5%5 years · per year$10,000 became $15,005 · $20,834+15.8%

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

0.00%Trailing 12-mo yield$0 · $43 a year on $10k0.43%

−15.3%Worst dropSmaller is better−17.7%

27.8%VolatilityLower is calmer26.6%

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

3–5FTEC wins

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

More Ways to See the Pairs

FXL vs FTEC: Top 5 Holdings

Today

FXL

10.5%in top 5

FTEC

in top 556.8%

FXLStockFTEC

not top 5AAPL19.4%

not top 5NVDA16.4%

not top 5MSFT13.7%

not top 5AVGO4.0%

not top 5MU3.2%

2.6%EPAMnot top 5

2.0%NIQnot top 5

2.0%CTSHnot top 5

2.0%MBGLnot top 5

1.9%ROPnot top 5

Held in common26.1%

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

FXL vs FTEC Returns, Every Period

First TrustFXL

+8.5%

5 years, per year

FTECFidelity

+15.8%

5 years, per year

FXLFTECFaded: behind in that period

2–2Level

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

FXL vs XLF

YTD

First TrustFXL

+17.2%

XLFSPDR

+5.7%

+17.2%Year to date+5.7%

−15.3%Worst drop · 1Y−14.8%

27.8%Volatility · 1Y15.3%

0.0%Yield1.4%

$2.6BAssets$55.5B

3–1XLF wins

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

Cost, Income and Risk

Fees: FXL, FTEC, XLF

Today

0.08%lowest, FTEC

FundExpense ratioFee$10k

FTEC0.08%$8

XLF0.08%$8

FXL0.60%$60

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

Yields: FXL, FTEC, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

FTEC0.43%$43

FXL0.00%$0

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FTEC$43 − $8 = $35

FXL$0 − $60 = −$60

KeptFee

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

Overlap: FXL, FTEC, XLF

Today

26.1%most shared, FXL and FTEC

FXLFTECXLF

FXL—26.1%0.0%

FTEC26.1%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.5%FXL, at 27.8% volatility

XLFWorst drop−14.8%15.3% vol

FTECWorst drop−17.7%26.6% vol

FXLWorst drop−15.3%27.8% vol

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

Paid More vs Made More

YTD

XLFFXL

+5.7%Year to date+17.2%

1.4%Yield0.0%

+10.4%Past year+14.5%

0.08%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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