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XLF and FNCL share 83.8% of their holdings.
| Side by side | XLF | IYJ | FNCL |
|---|---|---|---|
| Strategy | Sectors · Financials | Sectors · Industrials | Sectors · Financials |
| Expense ratio | 0.08% | 0.37% | 0.08% |
| Cost per year on $10k | $8 | $37 | $8 |
| Trailing 12-mo yield | 1.45% | 0.66% | 1.60% |
| Income per year on $10k | $145 | $66 | $160 |
| YTD | +5.2% | +8.8% | +5.0% |
| 1 year | +9.2% | +9.1% | +9.2% |
| 3 years · per year | +22.8% | +18.9% | +23.4% |
| 5 years · per year | +9.1% | +8.3% | +9.0% |
| Worst drop · 1Y | −14.8% | −11.4% | −14.8% |
| Volatility · 1Y | 14.5% | 16.0% | 14.7% |
| Holdings | 76 | 214 | 404 |
| Assets | $53.1B | $1.8B | $2.2B |
| Leverage | None | None | None |
| Since | 1998 | 2000 | 2013 |
Highlighted = best in the row. Returns include dividends.