XLF Desk | ETF Tracker

VFH vs XLF

YTD

VFHVanguardXLFSPDR

Year to date

+5.4%

+5.7%

XLF wins+0.3 pts

Past year

+10.9%

Level

Fee

0.09%

0.08%

XLF winslower fee

Yield

1.7%

1.4%

VFH wins+0.2 pts

AUM

$12.7B

$54.2B

XLF4.3× more

2–1XLF wins

VFH and XLF · year-to-date · as of Nov 4, 2026 · AUM not scored

XLF vs VFH

3M$57.19 · −0.6% last session

Dividend-adjusted total return. S&P 500 uses VOO.CompareVFH+ S&P 500 + Peer avg + Add a fund

Return1D1M3M ▼YTD1Y3Y5YMAX

Total return−0.6%+6.1%−1.0%+5.7%+10.9%+90.6%+53.5%+187.7%

Peer average−0.7%+3.0%−5.0%+5.9%+14.2%+92.1%+47.9%—

S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%

SPDR XLF and VFH · total return, dividends in · as of Nov 4, 2026

All 33 Financials ETFs

YTD

#
1	XLF	State Street Financial Select Sector SPDRRead Desk	0.08%	1.4%	+5.7%	+5.7%	$54.2B
2	VFH	FinancialsRead Desk	0.09%	1.7%	+5.4%	+5.4%	$12.7B
3	KBWB	KBW BankRead Desk	0.35%	2.1%	+7.5%	+7.5%	$6.8B
4	KRE	State Street SPDR S&P Regional BankingRead Desk	0.35%	2.2%	+14.4%	+14.4%	$3.9B
5	IYF	U.S. FinancialsRead Desk	0.37%	1.5%	+3.8%	+3.8%	$3.8B
6	EUFN	MSCI Europe FinancialsRead Desk	0.49%	4.4%	+5.2%	+5.2%	$2.9B
7	IYG	U.S. Financial ServicesRead Desk	0.37%	1.1%	+4.3%	+4.3%	$2.3B
8	FNCL	Fidelity MSCI FinancialsRead Desk	0.08%	1.6%	+5.4%	+5.4%	$2.2B
9	PFXF	VanEck Preferred Securities ex FinancialsRead Desk	0.40%	6.5%	−2.0%	−2.0%	$2.2B
10	KBE	State Street SPDR S&P BankRead Desk	0.35%	2.2%	+11.6%	+11.6%	$1.5B
11	FXO	First Trust Financials AlphaDEXRead Desk	0.60%	2.2%	+9.2%	+9.2%	$1.1B
12	IXG	Global FinancialsRead Desk	0.38%	2.2%	+9.1%	+9.1%	$702M
13	IAT	U.S. Regional BanksRead Desk	0.37%	2.7%	+11.2%	+11.2%	$638M
14	PGF	Financial PreferredRead Desk	0.56%	6.9%	−6.9%	−6.9%	$584M
15	KIE	State Street SPDR S&P InsuranceRead Desk	0.35%	1.5%	+8.3%	+8.3%	$580M
16	IAK	U.S. InsuranceRead Desk	0.37%	2.4%	+12.4%	+12.4%	$479M

1–16 of 33

Financials · current AUM · as of Nov 4, 2026

XLF’s Peers

YTDFinancials · 6 largest

#
1	XLF	State Street Financial Select Sector SPDR ETFThis fund	0.08%	1.4%	−0.6%	+5.7%	+10.9%	$54.2B
2	VFH	Vanguard Financials ETFRead Versus	0.09%	1.7%	−0.7%	+5.4%	+10.9%	$12.7B
3	KBWB	Invesco KBW Bank ETFRead Versus	0.35%	2.1%	−0.5%	+7.5%	+18.3%	$6.8B
4	KRE	State Street SPDR S&P Regional Banking ETFRead Versus	0.35%	2.2%	−1.2%	+14.4%	+24.3%	$3.9B
5	IYF	iShares U.S. Financials ETFRead Versus	0.37%	1.5%	−0.5%	+3.8%	+9.6%	$3.8B
6	EUFN	iShares MSCI Europe Financials ETFRead Versus	0.49%	4.4%	−0.4%	+5.2%	+16.9%	$2.9B

#17 of 29 this year · #1 cheapest of 33 · sorted by assetsOpen the Sectors table →

XLF and its peer group · total return · as of Nov 4, 2026

Cards for This View

XLF’s Top 10 Holdings

Today

57.4%of XLF sits in these 10

1BRK-BBerkshire Hathaway12.59%

2JPMJpmorgan Chase +11.39%

3VVisa Shares8.73%

4MAMastercard A6.41%

5BACBank Of America4.15%

6GSGoldman Sachs Group3.37%

7WFCWells Fargo +3.20%

8MSMorgan Stanley2.81%

9CCitigroup2.63%

10AXPAmerican Express2.13%

SPDR XLF · weight in the fund · as of Nov 1, 2026

XLF’s Holdings

Today

BRK-BBerkshire Hathaway12.6%JPM11.4%V8.7%MA6.4%BAC4.1%GS3.4%WFC3.2%MS2.8%C2.6%AXP2.1%BLK2.1%SCHW1.8%SPGI1.7%PGR1.7%COF1.6%CB1.6%CME1.3%BNY1.3%USB1.2%MRSHPNCICE54 more

BRK-BBerkshire Hathaway12.6%JPM11.4%V8.7%MA6.4%BAC4.1%GS3.4%WFC3.2%MS2.8%C2.6%AXP2.1%BLK2.1%64 more

Banks - DiversifiedFinancial - Credit ServicesInsurance - DiversifiedFinancial - Capital MarketsAsset ManagementFinancial - DataOther

SPDR XLF · 76 holdings · tile size = share of the fund · as of Nov 1, 2026

VFH vs XLF

YTD

VFHVanguardXLFSPDR

Year to date

+5.4%

+5.7%

XLF wins+0.3 pts

Past year

+10.9%

Level

Fee

0.09%

0.08%

XLF winslower fee

Yield

1.7%

1.4%

VFH wins+0.2 pts

AUM

$12.7B

$54.2B

XLF4.3× more

2–1XLF wins

VFH and XLF · year-to-date · as of Nov 4, 2026 · AUM not scored

XLF vs Peer Average

YTD

XLFAvsBPeer average

1D−0.6%−0.7%

1M+6.1%+3.0%

3M−1.0%−5.0%

YTD+5.7%+5.9%

1Y+10.9%+14.2%

3Y+90.6%+92.1%

5Y+53.5%+47.9%

4–3XLF wins

32 Financials peers · each row scaled to its leader