Compare · 3 funds side by side · dividends reinvested

PRN, XLI and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,580PRN · best of the three

02 / 04

PRN, XLI and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.10%+11.3%+11.7%+22.8%+12.1%−12.2%17.3%$31.5B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B1.9

Invesco Dorsey Wright Industrials Momentum ETFSectors · Industrials0.69%0.00%+12.1%+6.7%+27.8%+13.2%−27.4%34.8%$307M2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: PRN 2006 · XLI 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Industrials Momentum ETF · $307M$18,580

PRN

XLI

State Street Industrial Select Sector SPDR ETF · $31.5B$17,687

$10,000 five years ago, dividends reinvested · they hold 18.9% in common

PRNMeasureXLI

+12.1%Year to dateJan 1 → Nov 3+11.3%

+6.7%1 yearTotal return+11.7%

+27.8%3 years · per year$10,000 became $20,863 · $18,519+22.8%

+13.2%5 years · per year$10,000 became $18,580 · $17,687+12.1%

0.69%Expense ratio$69 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $110 a year on $10k1.10%

−27.4%Worst dropSmaller is better−12.2%

34.8%VolatilityLower is calmer17.3%

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

3–5XLI wins

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

More Ways to See the Pairs

PRN vs XLI: Top 5 Holdings

Today

PRN

24.4%in top 5

XLI

in top 524.2%

PRNStockXLI

4.4%GE6.0%

5.7%CTASnot top 5

5.7%GWWnot top 5

not top 5CAT5.5%

not top 5RTX5.0%

not top 5GEV4.4%

4.4%PAYCnot top 5

4.2%Rnot top 5

not top 5UNP3.3%

Held in common18.9%

End-of-day Nov 3, 2026 · share of each fund

PRN vs XLI Returns, Every Period

InvescoPRN

+13.2%

5 years, per year

XLISPDR

+12.1%

5 years, per year

PRNXLIFaded: behind in that period

3–1PRN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PRN vs XLF

YTD

InvescoPRN

+12.1%

XLFSPDR

+5.7%

+12.1%Year to date+5.7%

−27.4%Worst drop · 1Y−14.8%

34.8%Volatility · 1Y14.6%

0.0%Yield1.4%

$307MAssets$54.2B

3–1XLF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRN, XLI, XLF

Today

0.08%lowest, XLI

FundExpense ratioFee$10k

XLI0.08%$8

XLF0.08%$8

PRN0.69%$69

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PRN, XLI, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

XLI1.10%$110

PRN0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

XLI$110 − $8 = $102

PRN$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PRN, XLI, XLF

Today

18.9%most shared, PRN and XLI

PRNXLIXLF

PRN—18.9%0.0%

XLI18.9%—0.0%

XLF0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.7%XLI, at 17.3% volatility

XLFWorst drop−14.8%14.6% vol

XLIWorst drop−12.2%17.3% vol

PRNWorst drop−27.4%34.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLFPRN

+5.7%Year to date+12.1%

1.4%Yield0.0%

+10.9%Past year+6.7%

0.08%Fee0.69%

3–1XLF wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026