Compare · 3 funds side by side · dividends reinvested

XLF, FDIQ and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

XLF, FDIQ and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.4

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

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.96%[…][…][…][…][…][…]$44M2.5

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: XLF 1998 · FDIQ 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

XLF

FDIQ

Invesco Bloomberg Financial Data Providers ETF · $44M[…]

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

XLFMeasureFDIQ

+5.7%Year to dateJan 1 → Nov 6[…]

+10.4%1 yearTotal return[…]

+22.5%3 years · per year$10,000 became $18,391 · […][…]

+9.1%5 years · per year$10,000 became $15,474 · […][…]

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.44%Trailing 12-mo yield$144 · $196 a year on $10k1.96%

−14.8%Worst dropSmaller is better[…]

15.3%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

XLF vs FDIQ: Top 5 Holdings

Today

XLF

43.7%in top 5

FDIQ

in top 524.7%

XLFStockFDIQ

13.2%BRK-Bnot top 5

11.1%JPMnot top 5

8.9%Vnot top 5

6.5%MAnot top 5

not top 5CBOE5.1%

not top 5VRSK5.0%

not top 5EXPN.L5.0%

not top 5MSCI4.8%

not top 5SPGI4.8%

4.0%BACnot top 5

Held in common7.4%

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

XLF vs FDIQ Returns, Every Period

SPDRXLF

+10.4%

past year

FDIQInvesco

[…]

past year

Returns […]

XLFFDIQFaded: behind in that period

0–0Level

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

XLF vs XLE

YTD

SPDRXLF

+5.7%

XLESPDR

+40.6%

+5.7%Year to date+40.6%

−14.8%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.3%

1.4%Yield2.5%

$55.5BAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: XLF, FDIQ, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

FDIQ0.35%$35

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

Yields: XLF, FDIQ, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FDIQ1.96%$196

XLF1.44%$144

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FDIQ$196 − $35 = $161

XLF$144 − $8 = $136

KeptFee

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

Overlap: XLF, FDIQ, XLE

Today

7.4%most shared, XLF and FDIQ

XLFFDIQXLE

XLF—7.4%0.0%

FDIQ7.4%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

FDIQWorst drop[…][…]

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

Paid More vs Made More

YTD

XLEXLF

+40.6%Year to date+5.7%

2.5%Yield1.4%

+45.0%Past year+10.4%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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