Compare · 3 funds side by side · dividends reinvested

LBO, FNCL and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,765XLF · best of the three

Story of the three · IncomeMost incomeLBO · 6.07% · $607 a year on $10k

Story of the three · RiskSmallest drop

LBO, FNCL and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$54.1B1.5

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.56%+7.7%+12.0%+22.6%+9.2%−14.8%15.4%$2.3B1.6

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.07%−6.7%−2.4%[…][…]−25.1%24.2%$6M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: LBO 2023 · FNCL 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity MSCI Financials Index ETF · $2.3B$15,539

FNCL

LBO

WHITEWOLF Publicly Listed Private Equity ETF · $6M[…]

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

FNCLMeasure

More Ways to See the Pairs

FNCL vs LBO: Top 5 Holdings

Today

FNCL

36.2%in top 5

LBO

in top 543.6%

FNCLStockLBO

not top 5APO10.3%

not top 5ARCC10.2%

10.0%JPMnot top 5

9.0%BRK-Bnot top 5

not top 5ARES8.3%

Cost, Income and Risk

Fees: LBO, FNCL, XLF

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

XLF0.08%$8

LBO6.53%$653

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: LBO, FNCL, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

LBO

+7.7%Year to dateJan 1 → Nov 11−6.7%

+12.0%1 yearTotal return−2.4%

+22.6%3 years · per year$10,000 became $18,407 · […][…]

+9.2%5 years · per year$10,000 became $15,539 · […][…]

0.08%Expense ratio$8 · $653 a year on $10k · lower is better6.53%

1.56%Trailing 12-mo yield$156 · $607 a year on $10k6.07%

−14.8%Worst dropSmaller is better−25.1%

15.4%VolatilityLower is calmer24.2%

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

5–1FNCL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.7%Vnot top 5

not top 5KKR7.5%

not top 5BXSL7.2%

5.9%MAnot top 5

3.6%BACnot top 5

Held in common4.9%

End-of-day Nov 11, 2026 · share of each fund

FNCL vs LBO Returns, Every Period

1Y

FidelityFNCL

+12.0%

past year

LBOWHITEWOLF

−2.4%

past year

FNCLLBOFaded: behind in that period

2–0FNCL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Unsorted: FNCL vs LBO

YTD

FidelityFNCL

+7.7%

LBOWHITEWOLF

−6.7%

+7.7%Year to date−6.7%

−14.8%Worst drop · 1Y−25.1%

15.4%Volatility · 1Y24.2%

1.6%Yield6.1%

$2.3BAssets$6.5M

3–1FNCL wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

6.07%highest, LBO

FundTrailing yieldYield$10k

LBO6.07%$607

FNCL1.56%$156

XLF1.41%$141

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$148most kept, FNCL

FNCL$156 − $8 = $148

XLF$141 − $8 = $133

LBO$607 − $653 = −$46

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: LBO, FNCL, XLF

Today

83.8%most shared, FNCL and XLF

LBOFNCLXLF

LBO—4.9%5.2%

FNCL4.9%—83.8%

XLF5.2%83.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.4%XLF, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

FNCLWorst drop−14.8%15.4% vol

LBOWorst drop−25.1%24.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

LBOXLF

−6.7%Year to date+8.4%

6.1%Yield1.4%

−2.4%Past year+12.4%

6.53%Fee0.08%

3–1XLF wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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LBO, FNCL and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three