Compare · 2 funds side by side · dividends reinvested

XLI and FTXR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,687XLI · best of the two

02 / 04

XLI and FTXR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.10%+11.3%+11.7%+22.8%+12.1%−12.2%17.3%$31.5B1.3

First Trust Nasdaq Transportation ETFSectors · Industrials0.60%1.04%+12.5%+22.2%+22.5%+7.1%−14.5%21.4%$162M1.8

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: XLI 1998 · FTXR 2016

Head to Head

Swap sides Versus in desk

Head to Head

State Street Industrial Select Sector SPDR ETF · $31.5B$17,687

XLI

FTXR

First Trust Nasdaq Transportation ETF · $162M$14,086

$10,000 five years ago, dividends reinvested · they hold 14.7% in common

XLIMeasureFTXR

+11.3%Year to dateJan 1 → Nov 3+12.5%

+11.7%1 yearTotal return+22.2%

+22.8%3 years · per year$10,000 became $18,519 · $18,384+22.5%

+12.1%5 years · per year$10,000 became $17,687 · $14,086+7.1%

0.08%Expense ratio$8 · $60 a year on $10k · lower is better0.60%

1.10%Trailing 12-mo yield$110 · $104 a year on $10k1.04%

−12.2%Worst dropSmaller is better−14.5%

17.3%VolatilityLower is calmer21.4%

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

6–2XLI wins

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

More Ways to See the Pairs

XLI vs FTXR: Top 5 Holdings

Today

XLI

24.2%in top 5

FTXR

in top 538.8%

XLIStockFTXR

not top 5TSLA8.7%

not top 5GM8.1%

3.3%UNP8.0%

not top 5FDX7.0%

not top 5F7.0%

6.0%GEnot top 5

5.5%CATnot top 5

5.0%RTXnot top 5

4.4%GEVnot top 5

Held in common14.7%

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

XLI vs FTXR Returns, Every Period

SPDRXLI

+12.1%

5 years, per year

FTXRFirst Trust

+7.1%

5 years, per year

XLIFTXRFaded: behind in that period

2–2Level

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

XLI vs FTXR

YTD

SPDRXLI

+11.3%

FTXRFirst Trust

+12.5%

+11.3%Year to date+12.5%

−12.2%Worst drop · 1Y−14.5%

17.3%Volatility · 1Y21.4%

1.1%Yield1.0%

$31.5BAssets$162M

3–1XLI wins

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

Cost, Income and Risk

Fees: XLI, FTXR

Today

0.08%lowest, XLI

FundExpense ratioFee$10k

XLI0.08%$8

FTXR0.60%$60

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

Yields: XLI, FTXR

1.10%highest, XLI

FundTrailing yieldYield$10k

XLI1.10%$110

FTXR1.04%$104

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

Income After Fees on $10,000

$102most kept, XLI

XLI$110 − $8 = $102

FTXR$104 − $60 = $44

KeptFee

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

Overlap: XLI, FTXR

Today

14.7%most shared, XLI and FTXR

XLIFTXR

XLI—14.7%

FTXR14.7%—

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

Return vs Bumpiness: 2 ETFs

+22.2%FTXR, at 21.4% volatility

XLIWorst drop−12.2%17.3% vol

FTXRWorst drop−14.5%21.4% vol

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

Paid More vs Made More

YTD

XLIFTXR

+11.3%Year to date+12.5%

1.1%Yield1.0%

+11.7%Past year+22.2%

0.08%Fee0.60%

2–2level

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$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