XLF vs FXO
YTDYear to date
FXO wins+3.7 pts
Past year
FXO wins+5.2 pts
Fee
XLF winslower fee
Yield
FXO wins+0.7 pts
AUM
XLF50.0× more
3–1FXO wins
XLF and FXO · year-to-date · as of Nov 9, 2026 · AUM not scored
FXO vs S&P 500
1D$65.77 · +1.6% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D ▼1M3MYTD1Y3Y5YMAX
Total return+1.6%+6.3%0.0%+10.9%+17.6%+88.1%+55.3%+385.4%
Peer average+2.0%+4.5%−2.8%+7.8%+15.7%+83.9%+50.3%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
First Trust FXO and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
FXO’s Holdings
TodayCHYMChime Financial, ()1.8%CINF1.8%ACGL1.8%ALL1.8%BRK-B1.8%MKL1.8%EG1.8%AXS1.8%WTM1.7%MTG1.7%FAF1.7%OZK1.7%HIG1.7%RNR1.7%AGO1.7%ORI1.7%AIG1.6%TROW1.6%NLY1.6%AGNC1.5%CBC1.4%THG1.4%
CHYMChime Financial, ()1.8%CINF1.8%ACGL1.8%ALL1.8%BRK-B1.8%MKL1.8%EG1.8%AXS1.8%WTM1.7%MTG1.7%FAF1.7%OZK1.7%
Banks - RegionalInsurance - PropertyInsurance - DiversifiedAsset ManagementInsurance - SpecialtyOther
First Trust FXO · 105 holdings · top 22 shown · tile size = share of the fund · as of Nov 9, 2026
All 33 Financials ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDRReadDesk | 0.08% | 1.4% | +7.2% | +7.2% | $53.4B | |
| 2 | VFH | FinancialsReadDesk | 0.09% | 1.7% | +6.8% | +6.8% | $12.7B | |
| 3 | KBWB | KBW BankReadDesk | 0.35% | 2.1% | +8.3% | +8.3% | $6.5B | |
| 4 | KRE | State Street SPDR S&P Regional BankingReadDesk | 0.35% | 2.2% | +15.3% | +15.3% | $4.3B | |
| 5 | IYF | U.S. FinancialsReadDesk | 0.37% | 1.4% | +5.3% | +5.3% | $3.8B | |
| 6 | EUFN | MSCI Europe FinancialsReadDesk | 0.49% | 4.1% | +10.9% | +10.9% | $3.0B | |
| 7 | FNCL | Fidelity MSCI FinancialsReadDesk | 0.08% | 1.6% | +6.8% | +6.8% | $2.3B | |
| 8 | IYG | U.S. Financial ServicesReadDesk | 0.37% | 1.1% | +5.8% | +5.8% | $2.3B | |
| 9 | PFXF | VanEck Preferred Securities ex FinancialsReadDesk | 0.40% | 6.5% | −2.0% | −2.0% | $2.1B | |
| 10 | KBE | State Street SPDR S&P BankReadDesk | 0.35% | 2.2% | +12.5% | +12.5% | $1.5B | |
| 11 | FXO | First Trust Financials AlphaDEXReadDesk | 0.60% | 2.1% | +10.9% | +10.9% | $1.1B | |
| 12 | IXG | Global FinancialsReadDesk | 0.38% | 2.1% | +11.7% | +11.7% | $703M | |
| 13 | IAT | U.S. Regional BanksReadDesk | 0.37% | 2.7% | +12.1% | +12.1% | $627M | |
| 14 | PGF | Financial PreferredReadDesk | 0.56% | 6.8% | −4.8% | −4.8% | $590M | |
| 15 | KIE | State Street SPDR S&P InsuranceReadDesk | 0.35% | 1.5% | +9.1% | +9.1% | $549M | |
| 16 | IAK | U.S. InsuranceReadDesk | 0.37% | 2.4% | +12.6% | +12.6% | $483M |
1–16 of 33Page 1 of 3
Financials · current AUM · as of Nov 9, 2026
FXO Payouts by Year
13YLatest payout, Sep 2026
$0.33
a share · every quarter
2.1% yield
2.1% yield
13 years added up
$10.12 a share
$10.12 a share
First Trust FXO · per-share distributions by ex-date · 2014–2026
FXO’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLF | State Street Financial Select Sector SPDR ETFReadVersus | 0.08% | 1.4% | +1.5% | +7.2% | +12.4% | $53.4B | |
| 2 | VFH | Vanguard Financials ETFReadVersus | 0.09% | 1.7% | +1.5% | +6.8% | +12.3% | $12.7B | |
| 3 | KBWB | Invesco KBW Bank ETFReadVersus | 0.35% | 2.1% | +2.5% | +8.3% | +19.1% | $6.5B | |
| 4 | KRE | State Street SPDR S&P Regional Banking ETFReadVersus | 0.35% | 2.2% | +1.7% | +15.3% | +25.0% | $4.3B | |
| 5 | IYF | iShares U.S. Financials ETFReadVersus | 0.37% | 1.4% | +1.8% | +5.3% | +11.1% | $3.8B | |
| 6 | FXO | First Trust Financials AlphaDEX FundThis fund | 0.60% | 2.1% | +1.6% | +10.9% | +17.6% | $1.1B |
#11 of 29 this year · #25 cheapest of 33 · sorted by assetsOpen the Sectors table →
FXO and its peer group · total return · as of Nov 10, 2026
Cards for This View
FXO’s Top 10 Holdings
Today17.8%of FXO sits in these 10
First Trust FXO · weight in the fund · as of Nov 9, 2026
FXO’s Holdings
TodayCHYMChime Financial, ()1.8%CINF1.8%ACGL1.8%ALL1.8%BRK-B1.8%MKL1.8%EG1.8%AXS1.8%WTM1.7%MTG1.7%FAF1.7%OZK1.7%HIG1.7%RNR1.7%AGO1.7%ORI1.7%AIG1.6%TROW1.6%NLY1.6%AGNC1.5%CBC1.4%THG1.4%
CHYMChime Financial, ()1.8%CINF1.8%ACGL1.8%ALL1.8%BRK-B1.8%MKL1.8%EG1.8%AXS1.8%WTM1.7%MTG1.7%FAF1.7%OZK1.7%
Banks - RegionalInsurance - PropertyInsurance - DiversifiedAsset ManagementInsurance - SpecialtyOther
First Trust FXO · 105 holdings · top 22 shown · tile size = share of the fund · as of Nov 9, 2026
FXO vs Peer Average
YTDFXOAvsBPeer average
1D+1.6%+2.0%
1M+6.3%+4.5%
3M0.0%−2.8%
YTD+10.9%+7.8%
1Y+17.6%+15.7%
3Y+88.1%+83.9%
5Y+55.3%+50.3%
6–1FXO wins
32 Financials peers · each row scaled to its leader