Compare IBAT and XLF | ETF Tracker

IBAT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B1.1

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.84%+27.5%+13.5%[…][…]−25.9%32.1%$55M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IBAT 2024 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Energy Storage & Materials ETF · $55M[…]

IBAT

XLF

State Street Financial Select Sector SPDR ETF · $53.8B$15,503

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

IBATMeasureXLF

+27.5%Year to dateJan 1 → Nov 5+9.4%

+13.5%1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $19,384+24.7%

[…]5 years · per year$10,000 became […] · $16,157+10.1%

0.47%Expense ratio$47 · $8 a year on $10k · lower is better0.08%

0.84%Trailing 12-mo yield$84 · $140 a year on $10k1.40%

−25.9%Worst dropSmaller is better−14.8%

32.1%VolatilityLower is calmer15.0%

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

1–5XLF wins

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

More Ways to See the Pairs

IBAT vs XLF: Top 5 Holdings

Today

IBAT

34.3%in top 5

XLF

in top 543.7%

IBATStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

7.4%AI.PAnot top 5

7.4%APDnot top 5

7.1%BEnot top 5

6.7%BAS.DEnot top 5

not top 5MA6.5%

5.7%6762.Tnot top 5

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IBAT vs XLF Returns, Every Period

1Y

iSharesIBAT

+13.5%

past year

XLFSPDR

+15.3%

past year

IBATXLFFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IBAT vs XLF

YTD

iSharesIBAT

+27.5%

XLFSPDR

+9.4%

+27.5%Year to date+9.4%

−25.9%Worst drop · 1Y−14.8%

32.1%Volatility · 1Y15.0%

0.8%Yield1.4%

$55.2MAssets$53.8B

3–1XLF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBAT, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IBAT0.47%$47

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IBAT, XLF

1Y

1.40%highest, XLF

FundTrailing yieldYield$10k

XLF1.40%$140

IBAT0.84%$84

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, XLF

XLF$140 − $8 = $132

IBAT$84 − $47 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IBAT, XLF

Today

0.0%most shared, IBAT and XLF

IBATXLF

IBAT—0.0%

XLF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.3%XLF, at 15.0% volatility

XLFWorst drop−14.8%15.0% vol

IBATWorst drop−25.9%32.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLFIBAT

+9.4%Year to date+27.5%

1.4%Yield0.8%

+15.3%Past year+13.5%

0.08%Fee0.47%

3–1XLF wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026