Compare · 2 funds side by side · dividends reinvested

PBCS and XLF

PBCSPortfolio Building Block ETFs×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,503XLF · best of the two

02 / 03

PBCS 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%$55.5B1.0

Tidal Trust IV - Portfolio Building Block World Consumer Staples ETFSectors · Consumer0.14%0.00%[…][…][…][…][…][…]$21M2.0

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: PBCS 2026 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Tidal Trust IV - Portfolio Building Block World Consumer Staples ETF · $21M[…]

PBCS

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,503

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

PBCSMeasureXLF

[…]Year to dateJan 1 → Nov 5+6.3%

[…]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%

0.14%Expense ratio$14 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $144 a year on $10k1.44%

[…]Worst dropSmaller is better−14.8%

[…]VolatilityLower is calmer15.3%

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

0–2XLF wins

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

More Ways to See the Pairs

PBCS vs XLF: Top 5 Holdings

Today

PBCS

41.7%in top 5

XLF

in top 543.7%

PBCSStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

10.7%WMT.TOnot top 5

9.1%COSTnot top 5

not top 5V8.9%

7.9%CCHGYnot top 5

7.5%PGHL.BOnot top 5

not top 5MA6.5%

6.4%PMnot top 5

not top 5BAC4.0%

Held in common0.0%

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

PBCS vs XLF Returns, Every Period

Portfolio Building Block ETFsPBCS

[…]

past year

XLFSPDR

+11.4%

past year

Returns […]

PBCSXLFFaded: behind in that period

0–0Level

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

PBCS vs XLF

YTD

Portfolio Building Block ETFsPBCS

[…]

XLFSPDR

+6.3%

[…]Year to date+6.3%

[…]Worst drop · 1Y−14.8%

[…]Volatility · 1Y15.3%

0.0%Yield1.4%

$21.4MAssets$55.5B

1–0XLF wins

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

Cost, Income and Risk

Fees: PBCS, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PBCS0.14%$14

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

Yields: PBCS, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

PBCS0.00%$0

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

PBCS$0 − $14 = −$14

KeptFee

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

Overlap: PBCS, XLF

Today

0.0%most shared, PBCS and XLF

PBCSXLF

PBCS—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.4%XLF, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

PBCSWorst drop[…][…]

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

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026