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ETFs

Financial Select Sector SPDR Fund

XLF
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
Dec 16, 1998
Expense Ratio
0.1%
Type
US Equities
Fund Owner
State Street (SPDR)
Volume (1m avg. daily)
$1,365,664,939
AUM
$30,645,938,655
Associated Index
S&P Financial Select Sector Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

BRK/B
Berkshire Hathaway Inc. - Ordinary Shares - Class B
14.02%
JPM
JPMorgan Chase & Co.
9.04%
V
Visa Inc - Ordinary Shares - Class A
8.06%
MA
Mastercard Incorporated - Ordinary Shares - Class A
7.14%
BAC
Bank Of America Corp.
4.08%
WFC
Wells Fargo & Co.
3.22%
SPGI
S&P Global Inc
2.58%
GS
Goldman Sachs Group, Inc.
2.31%
MS
Morgan Stanley
2.27%
MMC
Marsh & McLennan Cos., Inc.
2.06%
Invest with XLF
Trade XLF Options

What is XLF?

The Financial Select Sector SPDR Fund before expenses seeks to closely match the returns and characteristics of the Financial Select Sector Index (ticker: IXM).

1M
3M
6M
YTD
1Y
3Y
Max
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XLF
Performance Measures**

for the time period Dec 22, 1998 to Dec 4, 2025

Returns

1M Trailing Return: 2.4%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: -0.4%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -82.7%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 28.5%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.35

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.07

The annualized return divided by the max drawdown for the selected time period.

ETFs related toXLF

ETFs correlated to XLF include FAS, VFH, FNCL

XLF
SSgA Active Trust - Financial Select Sector SPDR
FAS
Direxion Shares ETF Trust - Direxion Daily Financial Bull 3x Shares
VFH
Vanguard Group, Inc. - Vanguard Financials ETF
FNCL
Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
IYF
BlackRock Institutional Trust Company N.A. - iShares U.S. Financials ETF
IYG
BlackRock Institutional Trust Company N.A. - iShares U.S. Financial Services ETF
JAVA
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
DFUV
Dimensional ETF Trust - Dimensional US Marketwide Value ETF
RDVY
First Trust Exchange-Traded Fund III - First Trust Rising Dividend Achievers ETF
PRF
Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF
IWD
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Value ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Trading Strategies
Related toXLF

Popped Grind l BrianE VoxMachina Okhi2u SolarianKnight l

Category

Tactical asset allocation, Momentum, Mean reversion, Sector rotation, Managed futures, Volatility hedge, Leveraged ETFs, Multi-asset, Daily rebalancing

OOS Cumulative Return

271.6%

Nuclear Energy with Feaver Frontrunner V5 | BT 2022-03-24

Category

Tactical allocation, trend following, mean reversion, volatility hedge, leveraged ETFs, thematic nuclear energy, long/short Nasdaq

OOS Cumulative Return

268.91%

Create your own algorithmic trading strategy with XLF using Composer

FAQ

XLF is a US Equities ETF. The Financial Select Sector SPDR Fund before expenses seeks to closely match the returns and characteristics of the Financial Select Sector Index (ticker: IXM).

XLF tracks the S&P Financial Select Sector Index.

No, XLF is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, XLF is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on XLF is 0.0018%. This is the percent change in the value of XLF over the most recent 1-month period. The 3-month return on XLF is 0.0374%. This is the percent change in the value of XLF over the most recent 3-month period.

The standard deviation of XLF for the past year is 0.1931%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to XLF include UYG, SEF, and SKF.

ETFs correlated to XLF include FAS, VFH, and FNCL.

ETFs that are inversely correlated to XLF include FAZ, BNKD, and DXD.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.