Both FXO and XLF are ETFs. FXO has a lower 5-year return than XLF (4.76% vs 4.9%). FXO has a higher expense ratio than XLF (0.62% vs 0.1%). Below is the comparison between FXO and XLF.
| FXO | XLF | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 33 | 50 |
| Category | Financial | Financial |
| Family | First Trust | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.62% | 0.10% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.83% | 2.11% |
| Underlying Index | StrataQuant Financials Index | S&P Financial Select Sector Index |
| YTD Return | -12.55% | -6.42% |
| 1-Year Return | -12.94% | -4.82% |
| 3-Year Return | 18.34% | 15.57% |
| 5-Year Return | 4.76% | 4.90% |
| 10-Year Return | 8.71% | 9.21% |
FXO
FXO description
First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund is an exchange traded fund launched and managed by First Trust Advisors L.P. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across financials sectors. It invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the StrataQuant Financials Index, by using full replication technique. First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund was formed on May 8, 2007 and is domiciled in the United States.
FXO performance & returns
| YTD Return | -12.55% |
| 1-Month Return | -3.13% |
| 3-Month Return | -19.18% |
| 1-Year Return | -12.94% |
| 3-Year Return | 18.34% |
| 5-Year Return | 4.76% |
| 10-Year Return | 8.71% |
FXO holdings
Top 10 Holdings (17.55% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| PacWest Bancorp | PACW | 1.90% |
| Western Alliance Bancorp | WAL | 1.87% |
| Evercore Inc Class A | EVR | 1.77% |
| MGIC Investment Corp | MTG | 1.75% |
| First Citizens BancShares Inc Class A | FCNCA | 1.75% |
| Popular Inc | BPOP | 1.71% |
| Invesco Ltd | IVZ | 1.71% |
| OneMain Holdings Inc | OMF | 1.70% |
| Everest Re Group Ltd | RE | 1.70% |
| Bank OZK | OZK | 1.70% |
FXO cons
The following are FXO weaknesses from our perspective:
- FXO net assets are $0.00 million. This fund is not a popular choice with retail investors.
- FXO 5-year return is 5.2%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 8.35%.
- FXO 10-year return is 8.68%, which is lower than the 10-year return of the benchmark index (MSCI ACWI NR USD), 9.9%.
- FXO expense ratio is 0.62%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant FXO comparisons
You may also want to check out the following FXO comparisons that investors often look for on Finny
- FXO vs FXS
- FXO vs FNCL
- FXO vs IYF
- FXO vs JHMF
- FXO vs KBWD
- FXO vs PFI
- FXO vs PSCF
- FXO vs RWW
- FXO vs RYF
- FXO vs VFH
- FXO vs XLF
XLF
XLF description
The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Financial Select Sector Index, by using full replication technique. The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund was formed on December 16, 1998 and is domiciled in the United States.
XLF performance & returns
| YTD Return | -6.42% |
| 1-Month Return | -2.21% |
| 3-Month Return | -10.25% |
| 1-Year Return | -4.82% |
| 3-Year Return | 15.57% |
| 5-Year Return | 4.90% |
| 10-Year Return | 9.21% |
XLF holdings
Top 10 Holdings (54.75% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 12.93% |
| JPMorgan Chase & Co | JPM | 8.86% |
| Visa Inc Class A | V | 8.26% |
| Mastercard Inc Class A | MA | 7.01% |
| Bank of America Corp | BAC | 4.46% |
| Wells Fargo & Co | WFC | 3.31% |
| S&P Global Inc | SPGI | 2.61% |
| Morgan Stanley | MS | 2.57% |
| The Goldman Sachs Group Inc | GS | 2.54% |
| BlackRock Inc | BLK | 2.20% |
XLF pros
The following are XLF strengths from our perspective:
- XLF 3-year return is 16.26%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- XLF 10-year return is 9.39%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- XLF expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.
XLF cons
The following are XLF weaknesses from our perspective:
- XLF net assets are $0.00 million. This fund is not a popular choice with retail investors.
- XLF 5-year return is 5.4%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- XLF 15-year return is 2.13%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.
Other relevant XLF comparisons
You may also want to check out the following XLF comparisons that investors often look for on Finny
- XLF vs VFH
- XLF vs KRE
- XLF vs KBE
- XLF vs XLE
- XLF vs IYF
- XLF vs SPY
- XLF vs FNCL
- XLF vs FXO
- XLF vs JHMF
- XLF vs KBWD
- XLF vs PFI
- XLF vs PSCF
- XLF vs RWW
- XLF vs RYF