XLF vs FXO

Both FXO and XLF are ETFs. FXO has a higher 5-year return than XLF (5.84% vs 5.56%). FXO has a higher expense ratio than XLF (0.62% vs 0.1%). Below is the comparison between FXO and XLF.

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FXO XLF
Security Type ETF ETF
Finny Score 50 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 3.08% 1.99%
Underlying Index StrataQuant Financials Index S&P Financial Select Sector Index
YTD Return -4.66% 0.56%
1-Year Return -0.49% 7.85%
3-Year Return 17.80% 14.50%
5-Year Return 5.84% 5.56%
10-Year Return 9.02% 9.53%

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 LP. 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 -4.66%
1-Month Return -0.67%
3-Month Return 2.81%
1-Year Return -0.49%
3-Year Return 17.80%
5-Year Return 5.84%
10-Year Return 9.02%
FXO expense ratio is 0.62%.

FXO holdings

Top 10 Holdings (18.53% of Total Assets)

Name Symbol % Assets
Western Alliance Bancorp WAL 2.18%
Zions Bancorp NA ZION 2.10%
KeyCorp KEY 1.95%
Apollo Global Management Inc Class A APO 1.81%
Comerica Inc CMA 1.81%
Popular Inc BPOP 1.79%
MGIC Investment Corp MTG 1.77%
New York Community Bancorp Inc NYCB 1.74%
Kinsale Capital Group Inc KNSL 1.69%
First Citizens BancShares Inc Class A FCNCA 1.69%

FXO pros

The following are FXO strengths from our perspective:

  • FXO 3-year return is 17.8%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 9.55%.
  • FXO 10-year return is 9.02%, which is in line with the 10-year return of the benchmark index (MSCI ACWI NR USD), 9.9%.
  • FXO 15-year return is 6.67%, which is higher than the 15-year return of the benchmark index (MSCI ACWI NR USD), 5.36%.

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 5.84%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 8.35%.
  • 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

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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 0.56%
1-Month Return 0.39%
3-Month Return 2.81%
1-Year Return 7.85%
3-Year Return 14.50%
5-Year Return 5.56%
10-Year Return 9.53%
XLF expense ratio is 0.1%.

XLF holdings

Top 10 Holdings (55.72% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 13.66%
JPMorgan Chase & Co JPM 9.08%
Visa Inc Class A V 8.46%
Mastercard Inc Class A MA 7.35%
Bank of America Corp BAC 4.23%
Wells Fargo & Co WFC 3.30%
S&P Global Inc SPGI 2.73%
Morgan Stanley MS 2.36%
The Goldman Sachs Group Inc GS 2.32%
BlackRock Inc BLK 2.23%

XLF pros

The following are XLF strengths from our perspective:

  • XLF 3-year return is 14.5%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • XLF 10-year return is 9.53%, 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 5.56%, 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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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