Compare · 2 funds side by side · dividends reinvested

PWER and XLF

PWERNomura×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

PWER 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%$54.2B1.4

Nomura Energy Transition ETFSectors · Energy0.79%1.14%+24.2%+31.9%[…][…]−13.7%22.1%$12M1.5

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: PWER 2023 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Energy Transition ETF · $12M[…]

PWER

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

PWERMeasureXLF

+24.2%Year to dateJan 1 → Nov 4+9.4%

+31.9%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%

0.79%Expense ratio$79 · $8 a year on $10k · lower is better0.08%

1.14%Trailing 12-mo yield$114 · $140 a year on $10k1.40%

−13.7%Worst dropSmaller is better−14.8%

22.1%VolatilityLower is calmer15.0%

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

3–3Level

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

More Ways to See the Pairs

PWER vs XLF: Top 5 Holdings

Today

PWER

20.3%in top 5

XLF

in top 543.4%

PWERStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

4.6%EOGnot top 5

4.1%CEGnot top 5

not top 5BAC4.0%

4.0%XELnot top 5

4.0%LNTnot top 5

3.6%AEPnot top 5

Held in common0.0%

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

PWER vs XLF Returns, Every Period

NomuraPWER

+31.9%

past year

XLFSPDR

+15.3%

past year

PWERXLFFaded: behind in that period

2–0PWER wins

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

PWER vs XLF

YTD

NomuraPWER

+24.2%

XLFSPDR

+9.4%

+24.2%Year to date+9.4%

−13.7%Worst drop · 1Y−14.8%

22.1%Volatility · 1Y15.0%

1.1%Yield1.4%

$12.1MAssets$54.2B

2–2level

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

Cost, Income and Risk

Fees: PWER, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

PWER0.79%$79

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

Yields: PWER, XLF

1.40%highest, XLF

FundTrailing yieldYield$10k

XLF1.40%$140

PWER1.14%$114

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

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

PWER$114 − $79 = $35

KeptFee

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

Overlap: PWER, XLF

Today

0.0%most shared, PWER and XLF

PWERXLF

PWER—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

+31.9%PWER, at 22.1% volatility

XLFWorst drop−14.8%15.0% vol

PWERWorst drop−13.7%22.1% vol

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

Paid More vs Made More

YTD

XLFPWER

+9.4%Year to date+24.2%

1.4%Yield1.1%

+15.3%Past year+31.9%

0.08%Fee0.79%

2–2level

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