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FNCL vs XLF

Fidelity MSCI Financials Index ETF vs State Street Financial Select Sector SPDR ETF

FNCL

Fidelity MSCI Financials Index ETF

Annual cost

0.08%

Fund size

$2.2B

XLF

State Street Financial Select Sector SPDR ETF

Annual cost

0.08%

Fund size

$49.4B

Key differences

Both FNCL and XLF are equity ETFs. FNCL charges 0.08% a year and XLF 0.08%. The main difference: XLF is much larger than FNCL. Larger funds are usually more liquid and less likely to close.

  • XLF is much larger than FNCL. Larger funds are usually more liquid and less likely to close.
  • XLF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FNCLXLF
Annual cost (TER)0.08%0.08%
Fund size (AUM)$2.2B$49.4B
Since20131998
Dividend yield1.67%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+4.2%
CAGR 3Y+20.3%+19.3%
CAGR 5Y+8.4%+8.2%
Sharpe 3Y0.970.96
Volatility 1Y14.99%14.64%
Max drawdown-44.38%-42.86%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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