FXZ vs XLF

AFXZ

BXLF

Measures won0–6XLF wins · of 6 · 5Y

$10,000 · 5Y$15,861XLF · FXZ $13,443

Lowest cost0.08%XLF · $8 on $10k

Most income1.42%XLF · $142 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.0%FXZ and XLF

First Trust Materials AlphaDEX Fund · $359MState Street Financial Select Sector SPDR ETF · $54.1B

+9.6%3 years · per year$13,155 · $18,140+22.0%

+6.1%5 years · per year$13,443 · $15,861+9.7%

0.64%Expense ratio$64 · $8 on $10k · lower wins0.08%

1.37%12-mo yield$137 · $142 on $10k1.42%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.42%	−0.7%	+7.6%	+11.1%	+22.0%	+9.7%	−14.8%	$54.1B
2	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.37%	−1.9%	+17.4%	+26.2%	+9.6%	+6.1%	−15.2%	$359M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.42%	−0.7%	+7.6%	+11.1%	+22.0%	+9.7%	−14.8%	$54.1B
2	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.37%	−1.9%	+17.4%	+26.2%	+9.6%	+6.1%	−15.2%	$359M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXZ

First Trust Materials AlphaDEX Fund

$13,443

XLF

Financial Select Sector SPDR

$15,861

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