Compare · 2 funds side by side · dividends reinvested

FXO and XLF

FXOFirst Trust×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,157XLF · best of the two

02 / 04

FXO and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Financials AlphaDEX FundSectors · Financials0.60%2.11%+11.9%+18.2%+25.5%+9.8%−11.7%14.9%$1.1B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Financials AlphaDEX Fund · $1.1B$15,956

FXO

XLF

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

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

FXOMeasureXLF

+11.9%Year to dateJan 1 → Nov 4+9.4%

+18.2%1 yearTotal return+15.3%

+25.5%3 years · per year$10,000 became $19,753 · $19,384+24.7%

+9.8%5 years · per year$10,000 became $15,956 · $16,157+10.1%

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

2.11%Trailing 12-mo yield$211 · $140 a year on $10k1.40%

−11.7%Worst dropSmaller is better−14.8%

14.9%VolatilityLower is calmer15.0%

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

6–2FXO wins

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

More Ways to See the Pairs

FXO vs XLF: Top 5 Holdings

Today

FXO

9.0%in top 5

XLF

in top 543.4%

FXOStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

1.8%ALLnot top 5

1.8%ACGLnot top 5

1.8%CINFnot top 5

1.8%WTMnot top 5

1.8%EGnot top 5

Held in common21.2%

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

FXO vs XLF Returns, Every Period

First TrustFXO

+9.8%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

FXOXLFFaded: behind in that period

3–1FXO wins

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

FXO vs XLF

YTD

First TrustFXO

+11.9%

XLFSPDR

+9.4%

+11.9%Year to date+9.4%

−11.7%Worst drop · 1Y−14.8%

14.9%Volatility · 1Y15.0%

2.1%Yield1.4%

$1.1BAssets$54.2B

4–0FXO wins

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

Cost, Income and Risk

Fees: FXO, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FXO0.60%$60

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

Yields: FXO, XLF

2.11%highest, FXO

FundTrailing yieldYield$10k

FXO2.11%$211

XLF1.40%$140

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

Income After Fees on $10,000

$151most kept, FXO

FXO$211 − $60 = $151

XLF$140 − $8 = $132

KeptFee

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

Overlap: FXO, XLF

Today

21.2%most shared, FXO and XLF

FXOXLF

FXO—21.2%

XLF21.2%—

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

Return vs Bumpiness: 2 ETFs

+18.2%FXO, at 14.9% volatility

FXOWorst drop−11.7%14.9% vol

XLFWorst drop−14.8%15.0% vol

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

Paid More vs Made More

YTD

FXOXLF

+11.9%Year to date+9.4%

2.1%Yield1.4%

+18.2%Past year+15.3%

0.60%Fee0.08%

3–1FXO 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