Compare · 3 funds side by side · dividends reinvested

XLI, IYT and XLF

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

02 / 04

XLI, IYT and XLF, 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%$31.5B1.6

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

iShares U.S. Transportation ETFSectors · Industrials0.37%0.92%+11.8%+15.4%+17.4%+5.2%−12.6%20.1%$2.0B2.4

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: XLI 1998 · IYT 2003 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

XLI

IYT

iShares U.S. Transportation ETF · $2.0B$12,909

$10,000 five years ago, dividends reinvested · they hold 15.6% in common

XLIMeasureIYT

+11.3%Year to dateJan 1 → Nov 3+11.8%

+11.7%1 yearTotal return+15.4%

+22.8%3 years · per year$10,000 became $18,519 · $16,174+17.4%

+12.1%5 years · per year$10,000 became $17,687 · $12,909+5.2%

0.08%Expense ratio$8 · $37 a year on $10k · lower is better0.37%

1.10%Trailing 12-mo yield$110 · $92 a year on $10k0.92%

−12.2%Worst dropSmaller is better−12.6%

17.3%VolatilityLower is calmer20.1%

XLIIYT 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 IYT: Top 5 Holdings

Today

XLI

24.2%in top 5

IYT

in top 552.2%

XLIStockIYT

3.3%UNP18.7%

not top 5UBER13.8%

not top 5CSX10.0%

6.0%GEnot top 5

5.5%CATnot top 5

5.0%RTXnot top 5

not top 5UPS4.9%

not top 5NSC4.8%

4.4%GEVnot top 5

Held in common15.6%

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

XLI vs IYT Returns, Every Period

SPDRXLI

+12.1%

5 years, per year

IYTiShares

+5.2%

5 years, per year

XLIIYTFaded: behind in that period

2–2Level

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

XLI vs XLF

YTD

SPDRXLI

+11.3%

XLFSPDR

+5.7%

+11.3%Year to date+5.7%

−12.2%Worst drop · 1Y−14.8%

17.3%Volatility · 1Y14.6%

1.1%Yield1.4%

$31.5BAssets$54.2B

2–2level

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

Cost, Income and Risk

Fees: XLI, IYT, XLF

Today

0.08%lowest, XLI

FundExpense ratioFee$10k

XLI0.08%$8

XLF0.08%$8

IYT0.37%$37

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

Yields: XLI, IYT, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

XLI1.10%$110

IYT0.92%$92

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

XLI$110 − $8 = $102

IYT$92 − $37 = $55

KeptFee

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

Overlap: XLI, IYT, XLF

Today

15.6%most shared, XLI and IYT

XLIIYTXLF

XLI—15.6%0.0%

IYT15.6%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.4%IYT, at 20.1% volatility

XLFWorst drop−14.8%14.6% vol

XLIWorst drop−12.2%17.3% vol

IYTWorst drop−12.6%20.1% vol

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

Paid More vs Made More

YTD

XLFIYT

+5.7%Year to date+11.8%

1.4%Yield0.9%

+10.9%Past year+15.4%

0.08%Fee0.37%

2–2level

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