Compare · 2 funds side by side · dividends reinvested

FXN and XLF

FXNFirst Trust×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,547FXN · best of the two

02 / 04

FXN and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Energy AlphaDEX FundSectors · Energy0.63%1.83%+41.1%+46.2%+12.8%+15.5%−13.4%24.1%$394M1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FXN 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Energy AlphaDEX Fund · $394M$20,547

FXN

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

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

FXNMeasureXLF

+41.1%Year to dateJan 1 → Nov 4+9.4%

+46.2%1 yearTotal return+15.3%

+12.8%3 years · per year$10,000 became $14,346 · $19,384+24.7%

+15.5%5 years · per year$10,000 became $20,547 · $16,157+10.1%

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

1.83%Trailing 12-mo yield$183 · $140 a year on $10k1.40%

−13.4%Worst dropSmaller is better−14.8%

24.1%VolatilityLower is calmer15.0%

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

5–3FXN wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FXN vs XLF: Top 5 Holdings

Today

FXN

22.3%in top 5

XLF

in top 543.4%

FXNStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

5.5%RRCnot top 5

4.5%ARnot top 5

4.1%MPCnot top 5

4.1%CHRDnot top 5

4.1%EXEnot top 5

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FXN vs XLF Returns, Every Period

First TrustFXN

+15.5%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

FXNXLFFaded: behind in that period

3–1FXN wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FXN vs XLF

YTD

First TrustFXN

+41.1%

XLFSPDR

+9.4%

+41.1%Year to date+9.4%

−13.4%Worst drop · 1Y−14.8%

24.1%Volatility · 1Y15.0%

1.8%Yield1.4%

$394MAssets$54.2B

3–1FXN wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXN, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FXN0.63%$63

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FXN, XLF

1.83%highest, FXN

FundTrailing yieldYield$10k

FXN1.83%$183

XLF1.40%$140

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

FXN$183 − $63 = $120

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FXN, XLF

Today

0.0%most shared, FXN and XLF

FXNXLF

FXN—0.0%

XLF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+46.2%FXN, at 24.1% volatility

XLFWorst drop−14.8%15.0% vol

FXNWorst drop−13.4%24.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FXNXLF

+41.1%Year to date+9.4%

1.8%Yield1.4%

+46.2%Past year+15.3%

0.63%Fee0.08%

3–1FXN wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026