Compare · 3 funds side by side · dividends reinvested

XSW, IBB and XLF

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

02 / 04

XSW, IBB and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Biotechnology ETFSectors · Technology0.44%0.16%+26.7%+35.2%+23.2%+6.3%−9.6%23.4%$11.1B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B1.6

State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+8.3%+4.5%+19.4%+2.3%−30.6%31.1%$500M2.8

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: XSW 2011 · IBB 2001 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Software & Services ETF · $500M$11,226

XSW

IBB

iShares Biotechnology ETF · $11.1B$13,555

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

XSWMeasureIBB

+8.3%Year to dateJan 1 → Nov 6+26.7%

+4.5%1 yearTotal return+35.2%

+19.4%3 years · per year$10,000 became $17,037 · $18,677+23.2%

+2.3%5 years · per year$10,000 became $11,226 · $13,555+6.3%

0.35%Expense ratio$35 · $44 a year on $10k · lower is better0.44%

0.00%Trailing 12-mo yield$0 · $16 a year on $10k0.16%

−30.6%Worst dropSmaller is better−9.6%

31.1%VolatilityLower is calmer23.4%

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

1–7IBB wins

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

More Ways to See the Pairs

XSW vs IBB: Top 5 Holdings

Today

XSW

6.1%in top 5

IBB

in top 537.9%

XSWStockIBB

not top 5GILD9.1%

not top 5AMGN8.5%

not top 5VRTX7.9%

not top 5REGN6.3%

not top 5MRNA6.2%

1.4%BRZEnot top 5

1.3%GDYNnot top 5

1.2%APPNnot top 5

1.1%PTCnot top 5

1.1%ACNnot top 5

Held in common0.0%

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

XSW vs IBB Returns, Every Period

SPDRXSW

+2.3%

5 years, per year

IBBiShares

+6.3%

5 years, per year

XSWIBBFaded: behind in that period

0–4IBB wins

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

XSW vs XLF

YTD

SPDRXSW

+8.3%

XLFSPDR

+5.7%

+8.3%Year to date+5.7%

−30.6%Worst drop · 1Y−14.8%

31.1%Volatility · 1Y15.3%

0.0%Yield1.4%

$500MAssets$54.5B

3–1XLF wins

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

Cost, Income and Risk

Fees: XSW, IBB, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XSW0.35%$35

IBB0.44%$44

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

Yields: XSW, IBB, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

IBB0.16%$16

XSW0.00%$0

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IBB$16 − $44 = −$28

XSW$0 − $35 = −$35

KeptFee

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

Overlap: XSW, IBB, XLF

Today

0.0%most shared, XSW and IBB

XSWIBBXLF

XSW—0.0%0.0%

IBB0.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+35.2%IBB, at 23.4% volatility

XLFWorst drop−14.8%15.3% vol

IBBWorst drop−9.6%23.4% vol

XSWWorst drop−30.6%31.1% vol

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

Paid More vs Made More

YTD

XLFIBB

+5.7%Year to date+26.7%

1.4%Yield0.2%

+10.4%Past year+35.2%

0.08%Fee0.44%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026