XLF vs. FINX ETF Comparison

Comparison of SPDR Select Sector Fund - Financial (XLF) to Global X FinTech Thematic ETF (FINX)
XLF

SPDR Select Sector Fund - Financial

XLF Description

The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equity securities of companies in The Financial Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: diversified financial services; insurance; commercial banks; capital markets; REITs; consumer finance; thrifts & mortgage finance; and real estate management & development. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$49.90

Average Daily Volume

39,623,314

Number of Holdings *

71

* may have additional holdings in another (foreign) market
FINX

Global X FinTech Thematic ETF

FINX Description The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$32.68

Average Daily Volume

81,670

Number of Holdings *

42

* may have additional holdings in another (foreign) market
Performance
Period XLF FINX
30 Days 4.78% 9.89%
60 Days 9.60% 15.68%
90 Days 14.15% 21.76%
12 Months 44.85% 55.70%
5 Overlapping Holdings
Symbol Grade Weight in XLF Weight in FINX Overlap
FI A 1.78% 7.33% 1.78%
FIS A 0.7% 6.56% 0.7%
GPN B 0.42% 3.39% 0.42%
JKHY D 0.19% 3.2% 0.19%
PYPL A 1.23% 7.06% 1.23%
XLF Overweight 66 Positions Relative to FINX
Symbol Grade Weight
BRK.A A 12.46%
JPM A 9.93%
V A 7.55%
MA A 6.32%
BAC A 4.47%
WFC A 3.51%
GS A 2.72%
AXP B 2.38%
MS A 2.37%
SPGI C 2.35%
PGR B 2.21%
C A 1.92%
BX A 1.88%
SCHW A 1.62%
MMC C 1.62%
CB C 1.54%
KKR A 1.5%
ICE C 1.32%
AON A 1.22%
PNC A 1.19%
CME A 1.18%
USB A 1.14%
MCO D 1.08%
COF B 1.04%
AJG A 0.94%
TFC A 0.91%
BK A 0.85%
TRV A 0.85%
AFL C 0.8%
AMP A 0.79%
ALL A 0.74%
AIG A 0.73%
MET A 0.7%
MSCI A 0.67%
DFS B 0.65%
PRU A 0.65%
ACGL D 0.55%
MTB A 0.51%
HIG A 0.5%
NDAQ A 0.48%
WTW B 0.47%
FITB A 0.46%
RJF A 0.43%
STT A 0.42%
BRO B 0.39%
TROW A 0.39%
SYF B 0.38%
HBAN A 0.37%
CPAY A 0.35%
CINF A 0.34%
RF A 0.34%
CBOE C 0.31%
NTRS A 0.31%
CFG A 0.3%
FDS A 0.27%
PFG A 0.27%
KEY A 0.26%
WRB A 0.26%
EG D 0.23%
L A 0.22%
ERIE F 0.16%
AIZ A 0.16%
MKTX D 0.15%
GL B 0.14%
IVZ B 0.12%
BEN C 0.1%
XLF Underweight 37 Positions Relative to FINX
Symbol Grade Weight
INTU B -5.32%
SQ A -4.96%
COIN A -4.93%
SSNC C -4.5%
GWRE A -3.9%
XRX F -3.82%
TOST A -3.42%
AFRM A -3.09%
SOFI A -2.84%
HQY A -2.03%
BILL B -1.69%
ACIW B -1.57%
FOUR A -1.35%
UPST B -1.17%
NCNO B -1.16%
MARA C -1.04%
PAYO A -0.94%
ENV B -0.84%
STNE F -0.77%
VERX B -0.75%
VIRT A -0.73%
RIOT C -0.62%
FLYW B -0.53%
SPNS F -0.53%
LMND A -0.46%
MLNK C -0.45%
CIFR C -0.43%
PAGS F -0.4%
LC A -0.4%
DLO C -0.33%
BLND A -0.26%
LPRO C -0.2%
CTLP B -0.16%
TREE F -0.15%
IIIV B -0.14%
PAY A -0.13%
MITK C -0.1%
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