FGB
Price
$3.94
Change
+$0.05 (+1.29%)
Updated
Apr 25 closing price
Net Assets
58.76M
XLF
Price
$48.02
Change
-$0.23 (-0.48%)
Updated
Apr 25 closing price
Net Assets
48.47B
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FGB vs XLF

Header iconFGB vs XLF Comparison
Open Charts FGB vs XLFBanner chart's image
First Trust Specialty Finance and Financial Opportunities Fund
Price$3.94
Change+$0.05 (+1.29%)
Volume$8.04K
Net Assets58.76M
The Financial Select Sector SPDR® ETF
Price$48.02
Change-$0.23 (-0.48%)
Volume$28.11M
Net Assets48.47B
FGB vs XLF Comparison Chart
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FGB
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
XLF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
FGB vs. XLF commentary
Apr 28, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FGB is a Buy and XLF is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
XLF has more net assets: 48.5B vs. FGB (58.8M). XLF has a higher annual dividend yield than FGB: XLF (-0.281) vs FGB (-4.399). FGB was incepted earlier than XLF: FGB (18 years) vs XLF (26 years). XLF (0.08) has a lower expense ratio than FGB (4.58). FGB has a higher turnover XLF (3.00) vs XLF (3.00).
FGBXLFFGB / XLF
Gain YTD-4.399-0.2811,566%
Net Assets58.8M48.5B0%
Total Expense Ratio4.580.085,725%
Turnover27.003.00900%
Yield7.901.43552%
Fund Existence18 years26 years-
TECHNICAL ANALYSIS
Technical Analysis
FGBXLF
RSI
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
77%
Bearish Trend 4 days ago
79%
Momentum
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
MACD
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
88%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
82%
Bearish Trend 4 days ago
81%
Advances
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 5 days ago
86%
Declines
ODDS (%)
Bearish Trend 13 days ago
86%
Bearish Trend 21 days ago
80%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
Aroon
ODDS (%)
Bearish Trend 4 days ago
85%
Bearish Trend 4 days ago
82%
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FGB
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
XLF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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FGB and

Correlation & Price change

A.I.dvisor tells us that FGB and MAIN have been poorly correlated (+7% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that FGB and MAIN's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FGB
1D Price
Change %
FGB100%
+1.22%
MAIN - FGB
7%
Poorly correlated
-0.90%
ARCC - FGB
6%
Poorly correlated
+0.05%
NMFC - FGB
6%
Poorly correlated
+0.10%
TCPC - FGB
5%
Poorly correlated
+0.57%
HTGC - FGB
4%
Poorly correlated
-0.11%
More

XLF and

Correlation & Price change

A.I.dvisor indicates that over the last year, XLF has been closely correlated with HBAN. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if XLF jumps, then HBAN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To XLF
1D Price
Change %
XLF100%
-0.48%
HBAN - XLF
84%
Closely correlated
-1.03%
RF - XLF
83%
Closely correlated
-1.27%
TFC - XLF
83%
Closely correlated
-0.61%
CFG - XLF
82%
Closely correlated
-1.01%
SYF - XLF
79%
Closely correlated
-0.96%
More