Compare · 2 funds side by side · dividends reinvested

XLF and SOXX

XLFSPDR×SOXXiShares×

Versus in desk

02 / 04

IWD+0.0%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$28,061SOXX · best of the two

Story of the two · IncomeMost incomeXLF · 1.42% · $142 a year on $10k

Story of the two · RiskSmallest drop

XLF and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B1.5

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.3%+49.9%+41.3%+22.9%−39.5%49.8%$37.5B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: XLF 1998 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR ETF · $53.4B$15,733

XLF

SOXX

iShares Semiconductor ETF · $37.5B$28,061

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

XLFMeasureSOXX

+7.7%

More Ways to See the Pairs

XLF vs SOXX: Top 5 Holdings

Today

XLF

43.6%in top 5

SOXX

in top 538.6%

XLFStockSOXX

13.1%BRK-Bnot top 5

11.1%JPMnot top 5

not top 5AMD10.0%

8.8%Vnot top 5

not top 5AVGO8.0%

Cost, Income and Risk

Fees: XLF, SOXX

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SOXX0.33%$33

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

Yields: XLF, SOXX

1Y

1.42%highest, XLF

FundTrailing yieldYield

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+46.3%

+12.2%1 yearTotal return+49.9%

+21.8%3 years · per year$10,000 became $18,086 · $28,239+41.3%

+9.5%5 years · per year$10,000 became $15,733 · $28,061+22.9%

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

1.42%Trailing 12-mo yield$142 · $28 a year on $10k0.28%

−14.8%Worst dropSmaller is better−39.5%

15.3%VolatilityLower is calmer49.8%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NVDA7.5%

not top 5MU7.1%

6.5%MAnot top 5

not top 5INTC6.1%

4.0%BACnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

XLF vs SOXX Returns, Every Period

5Y

SPDRXLF

+9.5%

5 years, per year

SOXXiShares

+22.9%

5 years, per year

XLFSOXXFaded: behind in that period

0–4SOXX wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: XLF vs SOXX

YTD

SPDRXLF

+7.7%

SOXXiShares

+46.3%

+7.7%Year to date+46.3%

−14.8%Worst drop · 1Y−39.5%

15.3%Volatility · 1Y49.8%

1.4%Yield0.3%

$53.4BAssets$37.5B

3–1XLF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

XLF1.42%$142

SOXX0.28%$28

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$134most kept, XLF

XLF$142 − $8 = $134

SOXX$28 − $33 = −$5

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: XLF, SOXX

Today

0.0%most shared, XLF and SOXX

XLFSOXX

XLF—0.0%

SOXX0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+49.9%SOXX, at 49.8% volatility

XLFWorst drop−14.8%15.3% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLFSOXX

+7.7%Year to date+46.3%

1.4%Yield0.3%

+12.2%Past year+49.9%

0.08%Fee0.33%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Loading…

XLF and SOXX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two