Compare · 2 funds side by side · dividends reinvested

PBWN and XLF

PBWNPortfolio Building Block ETFs×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 / 03

PBWN 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%$54.2B1.0

Tidal Trust IV - Portfolio Building Block World Ex US Industrials ETFSectors · Industrials0.14%0.00%[…][…][…][…][…][…]$960K2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Tidal Trust IV - Portfolio Building Block World Ex US Industrials ETF · $960K[…]

PBWN

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

PBWNMeasureXLF

[…]Year to dateJan 1 → Nov 4+9.4%

[…]1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $19,384+24.7%

[…]5 years · per year$10,000 became […] · $16,157+10.1%

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

0.00%Trailing 12-mo yield$0 · $140 a year on $10k1.40%

[…]Worst dropSmaller is better−14.8%

[…]VolatilityLower is calmer15.0%

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

0–2XLF wins

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

More Ways to See the Pairs

PBWN vs XLF: Top 5 Holdings

Today

PBWN

20.3%in top 5

XLF

in top 543.4%

PBWNStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

5.7%SIEGYnot top 5

not top 5BAC4.0%

3.8%SBGSYnot top 5

3.7%6098.Tnot top 5

3.5%6501.Tnot top 5

3.5%ABBN.SWnot top 5

Held in common0.0%

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

PBWN vs XLF Returns, Every Period

Portfolio Building Block ETFsPBWN

[…]

past year

XLFSPDR

+15.3%

past year

Returns […]

PBWNXLFFaded: behind in that period

0–0Level

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

PBWN vs XLF

YTD

Portfolio Building Block ETFsPBWN

[…]

XLFSPDR

+9.4%

[…]Year to date+9.4%

[…]Worst drop · 1Y−14.8%

[…]Volatility · 1Y15.0%

0.0%Yield1.4%

$960KAssets$54.2B

1–0XLF wins

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

Cost, Income and Risk

Fees: PBWN, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PBWN0.14%$14

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

Yields: PBWN, XLF

1.40%highest, XLF

FundTrailing yieldYield$10k

XLF1.40%$140

PBWN0.00%$0

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

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

PBWN$0 − $14 = −$14

KeptFee

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

Overlap: PBWN, XLF

Today

0.0%most shared, PBWN and XLF

PBWNXLF

PBWN—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

PBWNWorst drop[…][…]

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

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