Compare · 2 funds side by side · dividends reinvested

MDEV and XLF

MDEVFirst Trust×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,157XLF · best of the two

02 / 04

MDEV 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%$54.2B1.1

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.09%+11.0%+14.2%+10.6%−1.5%−18.2%17.3%$3M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: MDEV 2021 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $3M$9,263

MDEV

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

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

MDEVMeasureXLF

+11.0%Year to dateJan 1 → Nov 4+9.4%

+14.2%1 yearTotal return+15.3%

+10.6%3 years · per year$10,000 became $13,541 · $19,384+24.7%

−1.5%5 years · per year$10,000 became $9,263 · $16,157+10.1%

0.70%Expense ratio$70 · $8 a year on $10k · lower is better0.08%

0.09%Trailing 12-mo yield$9 · $140 a year on $10k1.40%

−18.2%Worst dropSmaller is better−14.8%

17.3%VolatilityLower is calmer15.0%

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

1–7XLF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDEV vs XLF: Top 5 Holdings

Today

MDEV

11.2%in top 5

XLF

in top 543.4%

MDEVStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.2%PODDnot top 5

2.2%ALC.SWnot top 5

2.2%STMN.SWnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

MDEV vs XLF Returns, Every Period

First TrustMDEV

−1.5%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

MDEVXLFFaded: behind in that period

1–3XLF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MDEV vs XLF

YTD

First TrustMDEV

+11.0%

XLFSPDR

+9.4%

+11.0%Year to date+9.4%

−18.2%Worst drop · 1Y−14.8%

17.3%Volatility · 1Y15.0%

0.1%Yield1.4%

$3.3MAssets$54.2B

3–1XLF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDEV, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

MDEV0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MDEV, XLF

1.40%highest, XLF

FundTrailing yieldYield$10k

XLF1.40%$140

MDEV0.09%$9

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

MDEV$9 − $70 = −$61

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MDEV, XLF

Today

0.0%most shared, MDEV and XLF

MDEVXLF

MDEV—0.0%

XLF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.3%XLF, at 15.0% volatility

XLFWorst drop−14.8%15.0% vol

MDEVWorst drop−18.2%17.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLFMDEV

+9.4%Year to date+11.0%

1.4%Yield0.1%

+15.3%Past year+14.2%

0.08%Fee0.70%

3–1XLF wins

End-of-day Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026