Compare · 3 funds side by side · dividends reinvested

VIS, FTXR and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,601VIS · best of the three

02 / 04

VIS, FTXR and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.6

First Trust Nasdaq Transportation ETFSectors · Industrials0.60%1.07%+9.0%+17.9%+20.3%+6.1%−14.5%21.8%$161M2.1

Vanguard Industrials ETFSectors · Industrials0.09%0.98%+5.4%+6.3%+19.8%+10.7%−13.5%18.8%$8.0B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: VIS 2004 · FTXR 2016 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Industrials ETF · $8.0B$16,601

VIS

FTXR

First Trust Nasdaq Transportation ETF · $161M$13,436

$10,000 five years ago, dividends reinvested · they hold 12.8% in common

VISMeasureFTXR

+5.4%Year to dateJan 1 → Nov 6+9.0%

+6.3%1 yearTotal return+17.9%

+19.8%3 years · per year$10,000 became $17,196 · $17,396+20.3%

+10.7%5 years · per year$10,000 became $16,601 · $13,436+6.1%

0.09%Expense ratio$9 · $60 a year on $10k · lower is better0.60%

0.98%Trailing 12-mo yield$98 · $107 a year on $10k1.07%

−13.5%Worst dropSmaller is better−14.5%

18.8%VolatilityLower is calmer21.8%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIS vs FTXR: Top 5 Holdings

Today

VIS

20.5%in top 5

FTXR

in top 538.4%

VISStockFTXR

not top 5GM8.4%

not top 5UNP8.0%

not top 5TSLA7.6%

not top 5F7.3%

not top 5FDX7.2%

5.6%CATnot top 5

4.9%GEnot top 5

3.8%GEVnot top 5

3.7%RTXnot top 5

2.5%ETNnot top 5

Held in common12.8%

End-of-day Nov 6, 2026 · share of each fund

VIS vs FTXR Returns, Every Period

VanguardVIS

+10.7%

5 years, per year

FTXRFirst Trust

+6.1%

5 years, per year

VISFTXRFaded: behind in that period

1–3FTXR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VIS vs XLF

YTD

VanguardVIS

+5.4%

XLFSPDR

+5.7%

+5.4%Year to date+5.7%

−13.5%Worst drop · 1Y−14.8%

18.8%Volatility · 1Y15.3%

1.0%Yield1.4%

$8.0BAssets$55.5B

3–1XLF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIS, FTXR, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VIS0.09%$9

FTXR0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VIS, FTXR, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

FTXR1.07%$107

VIS0.98%$98

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VIS$98 − $9 = $89

FTXR$107 − $60 = $47

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VIS, FTXR, XLF

Today

12.8%most shared, VIS and FTXR

VISFTXRXLF

VIS—12.8%0.0%

FTXR12.8%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.9%FTXR, at 21.8% volatility

XLFWorst drop−14.8%15.3% vol

VISWorst drop−13.5%18.8% vol

FTXRWorst drop−14.5%21.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLFFTXR

+5.7%Year to date+9.0%

1.4%Yield1.1%

+10.4%Past year+17.9%

0.08%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026