Compare · 3 funds side by side · dividends reinvested

FXO, XLF and VOO

FXOFirst Trust×XLFSPDR×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

FXO, XLF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Financials AlphaDEX FundSectors · Financials0.60%2.16%+9.2%+15.0%+23.8%+9.1%−11.7%15.0%$1.1B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.5

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: FXO 2007 · XLF 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Financials AlphaDEX Fund · $1.1B$15,488

FXO

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

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

FXOMeasureXLF

+9.2%Year to dateJan 1 → Nov 6+5.7%

+15.0%1 yearTotal return+10.4%

+23.8%3 years · per year$10,000 became $18,985 · $18,391+22.5%

+9.1%5 years · per year$10,000 became $15,488 · $15,474+9.1%

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

2.16%Trailing 12-mo yield$216 · $144 a year on $10k1.44%

−11.7%Worst dropSmaller is better−14.8%

15.0%VolatilityLower is calmer15.3%

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

6–1FXO wins

End-of-day Nov 6, 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

9.1%in top 5

XLF

in top 543.7%

FXOStockXLF

1.8%BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

1.9%ALLnot top 5

1.9%ACGLnot top 5

1.8%CINFnot top 5

1.8%AXSnot top 5

Held in common21.2%

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

FXO vs XLF Returns, Every Period

First TrustFXO

+9.1%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

FXOXLFFaded: behind in that period

3–0FXO wins

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

FXO vs XLF

YTD

First TrustFXO

+9.2%

XLFSPDR

+5.7%

+9.2%Year to date+5.7%

−11.7%Worst drop · 1Y−14.8%

15.0%Volatility · 1Y15.3%

2.2%Yield1.4%

$1.1BAssets$55.5B

4–0FXO wins

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

Cost, Income and Risk

Fees: FXO, XLF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLF0.08%$8

FXO0.60%$60

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

Yields: FXO, XLF, VOO

2.16%highest, FXO

FundTrailing yieldYield$10k

FXO2.16%$216

XLF1.44%$144

VOO1.10%$110

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

Income After Fees on $10,000

$156most kept, FXO

FXO$216 − $60 = $156

XLF$144 − $8 = $136

VOO$110 − $3 = $107

KeptFee

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

Overlap: FXO, XLF, VOO

Today

21.2%most shared, FXO and XLF

FXOXLFVOO

FXO—21.2%5.5%

XLF21.2%—11.3%

VOO5.5%11.3%—

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

Return vs Bumpiness: 3 ETFs

+15.0%FXO, at 15.0% volatility

VOOWorst drop−8.9%13.5% vol

FXOWorst drop−11.7%15.0% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

FXOVOO

+9.2%Year to date+8.7%

2.2%Yield1.1%

+15.0%Past year+9.8%

0.60%Fee0.03%

3–1FXO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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