Compare LBO and XLF | ETF Tracker

LBO and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B1.1

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.22%−8.9%−4.0%[…][…]−25.1%24.1%$7M1.8

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: LBO 2023 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WHITEWOLF Publicly Listed Private Equity ETF · $7M[…]

LBO

XLF

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

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

LBOMeasureXLF

−8.9%Year to dateJan 1 → Nov 5+6.3%

−4.0%1 yearTotal return+11.4%

[…]3 years · per year$10,000 became […] · $18,620+23.0%

[…]5 years · per year$10,000 became […] · $15,503+9.2%

6.53%Expense ratio$653 · $8 a year on $10k · lower is better0.08%

6.22%Trailing 12-mo yield$622 · $144 a year on $10k1.44%

−25.1%Worst dropSmaller is better−14.8%

24.1%VolatilityLower is calmer15.3%

LBOXLF 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

LBO vs XLF: Top 5 Holdings

Today

LBO

43.5%in top 5

XLF

in top 543.7%

LBOStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

10.2%APOnot top 5

10.2%ARCCnot top 5

not top 5V8.9%

8.3%ARESnot top 5

7.5%KKRnot top 5

7.3%BXSLnot top 5

not top 5MA6.5%

not top 5BAC4.0%

Held in common5.2%

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

LBO vs XLF Returns, Every Period

1Y

WHITEWOLFLBO

−4.0%

past year

XLFSPDR

+11.4%

past year

LBOXLFFaded: behind in that period

0–2XLF wins

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

Unsorted vs Sector: LBO vs XLF

YTD

WHITEWOLFLBO

−8.9%

XLFSPDR

+6.3%

−8.9%Year to date+6.3%

−25.1%Worst drop · 1Y−14.8%

24.1%Volatility · 1Y15.3%

6.2%Yield1.4%

$6.8MAssets$53.8B

3–1XLF wins

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

Cost, Income and Risk

Fees: LBO, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

LBO6.53%$653

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

Yields: LBO, XLF

1Y

6.22%highest, LBO

FundTrailing yieldYield$10k

LBO6.22%$622

XLF1.44%$144

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

Income After Fees on $10,000

1Y

$136most kept, XLF

XLF$144 − $8 = $136

LBO$622 − $653 = −$31

KeptFee

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

Overlap: LBO, XLF

Today

5.2%most shared, LBO and XLF

LBOXLF

LBO—5.2%

XLF5.2%—

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

Return vs Bumpiness: 2 ETFs

1Y

+11.4%XLF, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

LBOWorst drop−25.1%24.1% vol

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

Paid More vs Made More

YTD

LBOXLF

−8.9%Year to date+6.3%

6.2%Yield1.4%

−4.0%Past year+11.4%

6.53%Fee0.08%

3–1XLF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026