Compare · 3 funds side by side · dividends reinvested

XLF, PSCF and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,353XLF · best of the three

02 / 04

XLF, PSCF and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.39%+20.4%+29.7%+16.2%+8.5%−10.5%16.4%$49.1B1.9

Invesco S&P SmallCap Financials ETFSectors · Financials0.29%2.19%+12.6%+19.0%+21.2%+3.5%−11.4%15.9%$30M2.1

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: XLF 1998 · PSCF 2010 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $54.2B$15,353

XLF

PSCF

Invesco S&P SmallCap Financials ETF · $30M$11,849

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLFMeasurePSCF

+5.7%Year to dateJan 1 → Nov 3+12.6%

+10.9%1 yearTotal return+19.0%

+24.0%3 years · per year$10,000 became $19,057 · $17,785+21.2%

+9.0%5 years · per year$10,000 became $15,353 · $11,849+3.5%

0.08%Expense ratio$8 · $29 a year on $10k · lower is better0.29%

1.44%Trailing 12-mo yield$144 · $219 a year on $10k2.19%

−14.8%Worst dropSmaller is better−11.4%

14.6%VolatilityLower is calmer15.9%

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

4–4Level

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

More Ways to See the Pairs

XLF vs PSCF: Top 5 Holdings

Today

XLF

43.3%in top 5

PSCF

in top 58.8%

XLFStockPSCF

12.6%BRK-Bnot top 5

11.4%JPMnot top 5

8.7%Vnot top 5

6.4%MAnot top 5

4.1%BACnot top 5

not top 5RHP2.1%

not top 5JXN1.9%

not top 5TRNO1.6%

not top 5LNC1.6%

not top 5MAC1.6%

Held in common0.0%

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

XLF vs PSCF Returns, Every Period

SPDRXLF

+9.0%

5 years, per year

PSCFInvesco

+3.5%

5 years, per year

XLFPSCFFaded: behind in that period

2–2Level

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

XLF vs PSCF

YTD

SPDRXLF

+5.7%

PSCFInvesco

+12.6%

+5.7%Year to date+12.6%

−14.8%Worst drop · 1Y−11.4%

14.6%Volatility · 1Y15.9%

1.4%Yield2.2%

$54.2BAssets$30.1M

3–1PSCF wins

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

Cost, Income and Risk

Fees: XLF, PSCF, XLV

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLV0.08%$8

PSCF0.29%$29

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

Yields: XLF, PSCF, XLV

2.19%highest, PSCF

FundTrailing yieldYield$10k

PSCF2.19%$219

XLF1.44%$144

XLV1.39%$139

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

Income After Fees on $10,000

$190most kept, PSCF

PSCF$219 − $29 = $190

XLF$144 − $8 = $136

XLV$139 − $8 = $131

KeptFee

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

Overlap: XLF, PSCF, XLV

Today

0.0%most shared, XLF and PSCF

XLFPSCFXLV

XLF—0.0%0.0%

PSCF0.0%—0.0%

XLV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.7%XLV, at 16.4% volatility

XLFWorst drop−14.8%14.6% vol

PSCFWorst drop−11.4%15.9% vol

XLVWorst drop−10.5%16.4% vol

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

Paid More vs Made More

YTD

PSCFXLV

+12.6%Year to date+20.4%

2.2%Yield1.4%

+19.0%Past year+29.7%

0.29%Fee0.08%

3–1XLV 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