Compare · 2 funds side by side · dividends reinvested

FXL and XLF

FXLFirst 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

FXL 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 Technology AlphaDEX FundSectors · Technology0.60%0.00%+17.2%+14.5%+23.1%+8.5%−15.3%27.8%$2.6B1.6

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: FXL 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

FXL

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

FXLMeasureXLF

+17.2%Year to dateJan 1 → Nov 6+5.7%

+14.5%1 yearTotal return+10.4%

+23.1%3 years · per year$10,000 became $18,639 · $18,391+22.5%

+8.5%5 years · per year$10,000 became $15,005 · $15,474+9.1%

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

0.00%Trailing 12-mo yield$0 · $144 a year on $10k1.44%

−15.3%Worst dropSmaller is better−14.8%

27.8%VolatilityLower is calmer15.3%

FXLXLF 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

FXL vs XLF: Top 5 Holdings

Today

FXL

10.5%in top 5

XLF

in top 543.7%

FXLStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

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 common0.0%

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

FXL vs XLF Returns, Every Period

First TrustFXL

+8.5%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

FXLXLFFaded: behind in that period

3–1FXL wins

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, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FXL0.60%$60

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

Yields: FXL, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

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

FXL$0 − $60 = −$60

KeptFee

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

Overlap: FXL, XLF

Today

0.0%most shared, FXL and XLF

FXLXLF

FXL—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.5%FXL, at 27.8% volatility

XLFWorst drop−14.8%15.3% 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 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