Compare · 2 funds side by side · dividends reinvested

XLF and QABA

XLFSPDR×QABAFirst Trust×

Versus in desk

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

02 / 04

XLF and QABA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ ABA Community Bank Index FundSectors · Financials0.63%2.29%+20.6%+28.9%+24.3%+5.3%−12.5%19.7%$86M1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$53.1B1.6

Rank among the two1st → 2ndFee, 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 · QABA 2009

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $53.1B$15,353

XLF

QABA

First Trust NASDAQ ABA Community Bank Index Fund · $86M$12,932

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

XLFMeasureQABA

+5.7%Year to dateJan 1 → Nov 3+20.6%

+10.9%1 yearTotal return+28.9%

+24.0%3 years · per year$10,000 became $19,057 · $19,192+24.3%

+9.0%5 years · per year$10,000 became $15,353 · $12,932+5.3%

0.08%Expense ratio$8 · $63 a year on $10k · lower is better0.63%

1.44%Trailing 12-mo yield$144 · $229 a year on $10k2.29%

−14.8%Worst dropSmaller is better−12.5%

14.6%VolatilityLower is calmer19.7%

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

3–5QABA wins

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 QABA: Top 5 Holdings

Today

XLF

43.3%in top 5

QABA

in top 516.4%

XLFStockQABA

12.6%BRK-Bnot top 5

11.4%JPMnot top 5

8.7%Vnot top 5

6.4%MAnot top 5

not top 5WTFC4.3%

4.1%BACnot top 5

not top 5CBC3.6%

not top 5CBSH3.3%

not top 5UBSI2.8%

not top 5HWC2.4%

Held in common0.0%

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

XLF vs QABA Returns, Every Period

SPDRXLF

+9.0%

5 years, per year

QABAFirst Trust

+5.3%

5 years, per year

XLFQABAFaded: behind in that period

1–3QABA wins

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

XLF vs QABA

YTD

SPDRXLF

+5.7%

QABAFirst Trust

+20.6%

+5.7%Year to date+20.6%

−14.8%Worst drop · 1Y−12.5%

14.6%Volatility · 1Y19.7%

1.4%Yield2.3%

$53.1BAssets$86.4M

3–1QABA wins

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

Cost, Income and Risk

Fees: XLF, QABA

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

QABA0.63%$63

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

Yields: XLF, QABA

2.29%highest, QABA

FundTrailing yieldYield$10k

QABA2.29%$229

XLF1.44%$144

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

Income After Fees on $10,000

$166most kept, QABA

QABA$229 − $63 = $166

XLF$144 − $8 = $136

KeptFee

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

Overlap: XLF, QABA

Today

0.0%most shared, XLF and QABA

XLFQABA

XLF—0.0%

QABA0.0%—

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

Return vs Bumpiness: 2 ETFs

+28.9%QABA, at 19.7% volatility

XLFWorst drop−14.8%14.6% vol

QABAWorst drop−12.5%19.7% vol

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

Paid More vs Made More

YTD

QABAXLF

+20.6%Year to date+5.7%

2.3%Yield1.4%

+28.9%Past year+10.9%

0.63%Fee0.08%

3–1QABA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$128B

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%

$42.5BAssets$46.2B

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$814B

0–0level

End-of-day Nov 3, 2026