Compare · 3 funds side by side · dividends reinvested

XSLV, XLF and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

XSLV, XLF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P SmallCap Low Volatility ETFUS Stock Styles · Small cap0.25%2.39%+12.3%+15.0%+12.6%+3.3%−9.5%13.2%$238M1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: XSLV 2013 · XLF 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Low Volatility ETF · $238M$11,749

XSLV

XLF

State Street Financial Select Sector SPDR ETF · $54.5B$15,474

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

XSLVMeasureXLF

+12.3%Year to dateJan 1 → Nov 6+5.7%

+15.0%1 yearTotal return+10.4%

+12.6%3 years · per year$10,000 became $14,290 · $18,391+22.5%

+3.3%5 years · per year$10,000 became $11,749 · $15,474+9.1%

0.25%Expense ratio$25 · $8 a year on $10k · lower is better0.08%

2.39%Trailing 12-mo yield$239 · $144 a year on $10k1.44%

−9.5%Worst dropSmaller is better−14.8%

13.2%VolatilityLower is calmer15.3%

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

5–3XSLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XSLV vs XLF: Top 5 Holdings

Today

XSLV

6.2%in top 5

XLF

in top 543.7%

XSLVStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

1.4%PECOnot top 5

1.3%LTCnot top 5

1.2%IVTnot top 5

1.2%AVAnot top 5

1.1%CPKnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XSLV vs XLF Returns, Every Period

InvescoXSLV

+3.3%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

XSLVXLFFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: XSLV vs XLF

YTD

InvescoXSLV

+12.3%

XLFSPDR

+5.7%

+12.3%Year to date+5.7%

−9.5%Worst drop · 1Y−14.8%

13.2%Volatility · 1Y15.3%

2.4%Yield1.4%

$238MAssets$54.5B

4–0XSLV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XSLV, XLF, IWF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IWF0.18%$18

XSLV0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XSLV, XLF, IWF

2.39%highest, XSLV

FundTrailing yieldYield$10k

XSLV2.39%$239

XLF1.44%$144

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$214most kept, XSLV

XSLV$239 − $25 = $214

XLF$144 − $8 = $136

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XSLV, XLF, IWF

Today

5.3%most shared, XLF and IWF

XSLVXLFIWF

XSLV—0.0%0.0%

XLF0.0%—5.3%

IWF0.0%5.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.0%XSLV, at 13.2% volatility

XSLVWorst drop−9.5%13.2% vol

XLFWorst drop−14.8%15.3% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XSLVXLF

+12.3%Year to date+5.7%

2.4%Yield1.4%

+15.0%Past year+10.4%

0.25%Fee0.08%

3–1XSLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026