XLF vs SPY

Both XLF and SPY are ETFs. XLF has a lower 5-year return than SPY (7.69% vs 13.53%). XLF has a higher expense ratio than SPY (0.13% vs 0.09%). Below is the comparison between XLF and SPY.

SPY XLF
Segment Equity: U.S. - Large Cap Equity: U.S. Financials
Issuer State Street Global Advisors State Street Global Advisors
Net Assets $252.39B $15.1B
Expense Ratio 0.09% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.99% 2.63%
Underlying Index S&P 500 S&P Financial Select Sector Index
YTD Return 9.49% -17.09%
1-Year Return 18.67% -8.46%
3-Year Return 12.94% 0.45%
5-Year Return 13.53% 7.69%
10-Year Return 13.68% 9.97%

XLF description

The Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Financial Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index.

XLF performance & returns

YTD Return -17.09%
1-Month Return 0.57%
3-Month Return 4.06%
1-Year Return -8.46%
3-Year Return 0.45%
5-Year Return 7.69%
10-Year Return 9.97%
XLF expense ratio is 0.13%.

XLF holdings

Top 10 Holdings (52.78% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 13.40%
JPMorgan Chase & Co JPM 11.07%
Bank of America Corp BAC 7.16%
Citigroup Inc C 4.11%
Wells Fargo & Co WFC 3.69%
BlackRock Inc BLK 3.24%
S&P Global Inc SPGI 3.07%
American Express Co AXP 2.43%
Goldman Sachs Group Inc GS 2.36%
CME Group Inc Class A CME 2.25%

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SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 9.49%
1-Month Return 2.92%
3-Month Return 8.70%
1-Year Return 18.67%
3-Year Return 12.94%
5-Year Return 13.53%
10-Year Return 13.68%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (26.86% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.00%
Apple Inc AAPL 5.78%
Amazon.com Inc AMZN 4.49%
Facebook Inc A FB 2.12%
Alphabet Inc A GOOGL 1.65%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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