Compare · 2 funds side by side · dividends reinvested

IDU and XLF

IDUiShares×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

IDU 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%$55.5B1.3

iShares U.S. Utilities ETFSectors · Utilities0.37%2.34%+3.7%+1.3%+16.3%+8.4%−15.3%14.9%$1.4B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: IDU 2000 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Utilities ETF · $1.4B$14,961

IDU

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

IDUMeasureXLF

+3.7%Year to dateJan 1 → Nov 6+5.7%

+1.3%1 yearTotal return+10.4%

+16.3%3 years · per year$10,000 became $15,742 · $18,391+22.5%

+8.4%5 years · per year$10,000 became $14,961 · $15,474+9.1%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.34%Trailing 12-mo yield$234 · $144 a year on $10k1.44%

−15.3%Worst dropSmaller is better−14.8%

14.9%VolatilityLower is calmer15.3%

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

2–6XLF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDU vs XLF: Top 5 Holdings

Today

IDU

34.8%in top 5

XLF

in top 543.7%

IDUStockXLF

not top 5BRK-B13.2%

11.5%NEEnot top 5

not top 5JPM11.1%

not top 5V8.9%

6.7%SOnot top 5

not top 5MA6.5%

6.3%DUKnot top 5

5.6%WMnot top 5

4.8%CEGnot top 5

not top 5BAC4.0%

Held in common0.0%

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

IDU vs XLF Returns, Every Period

iSharesIDU

+8.4%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

IDUXLFFaded: behind in that period

0–4XLF wins

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

IDU vs XLF

YTD

iSharesIDU

+3.7%

XLFSPDR

+5.7%

+3.7%Year to date+5.7%

−15.3%Worst drop · 1Y−14.8%

14.9%Volatility · 1Y15.3%

2.3%Yield1.4%

$1.4BAssets$55.5B

2–2level

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

Cost, Income and Risk

Fees: IDU, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IDU0.37%$37

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

Yields: IDU, XLF

2.34%highest, IDU

FundTrailing yieldYield$10k

IDU2.34%$234

XLF1.44%$144

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

Income After Fees on $10,000

$197most kept, IDU

IDU$234 − $37 = $197

XLF$144 − $8 = $136

KeptFee

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

Overlap: IDU, XLF

Today

0.0%most shared, IDU and XLF

IDUXLF

IDU—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

+10.4%XLF, at 15.3% volatility

IDUWorst drop−15.3%14.9% 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

IDUXLF

+3.7%Year to date+5.7%

2.3%Yield1.4%

+1.3%Past year+10.4%

0.37%Fee0.08%

3–1XLF wins

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