XLF vs. BELT ETF Comparison

Comparison of SPDR Select Sector Fund - Financial (XLF) to BlackRock Long-Term U.S. Equity ETF (BELT)
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

$45.32

Average Daily Volume

36,619,274

Number of Holdings *

70

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

BlackRock Long-Term U.S. Equity ETF

BELT Description Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of U.S. issuers and derivatives with similar economic characteristics. It may invest up to 20% of its assets in equity securities of foreign issuers, including ADRs and GDRs. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$30.21

Average Daily Volume

6,367

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period XLF BELT
30 Days -0.56% 1.83%
60 Days 5.48% 5.57%
90 Days 9.13% 0.71%
12 Months 38.87%
2 Overlapping Holdings
Symbol Grade Weight in XLF Weight in BELT Overlap
MA B 6.41% 6.55% 6.41%
SPGI C 2.66% 5.21% 2.66%
XLF Overweight 68 Positions Relative to BELT
Symbol Grade Weight
BRK.A C 13.18%
JPM D 9.58%
V C 7.12%
BAC C 4.4%
WFC D 3.08%
GS B 2.57%
AXP A 2.42%
PGR C 2.37%
BLK A 2.07%
MS B 2.0%
C C 1.91%
CB B 1.87%
BX C 1.81%
MMC D 1.76%
SCHW D 1.54%
ICE B 1.44%
KKR C 1.4%
PYPL B 1.28%
MCO C 1.22%
CME A 1.22%
AON C 1.19%
PNC B 1.18%
USB B 1.15%
AJG D 0.97%
COF B 0.92%
TFC D 0.91%
AFL A 0.88%
TRV C 0.86%
BK B 0.85%
ALL C 0.79%
MET A 0.77%
AIG D 0.77%
FIS C 0.74%
AMP A 0.73%
MSCI C 0.7%
PRU C 0.69%
ACGL C 0.66%
DFS C 0.57%
HIG A 0.54%
NDAQ C 0.49%
WTW A 0.47%
FITB B 0.47%
MTB B 0.47%
GPN D 0.46%
STT B 0.43%
TROW D 0.39%
BRO B 0.38%
RJF C 0.37%
CPAY B 0.35%
CINF B 0.34%
RF A 0.34%
CBOE C 0.34%
HBAN B 0.34%
SYF C 0.32%
NTRS C 0.3%
CFG D 0.3%
PFG B 0.29%
WRB C 0.28%
FDS C 0.28%
EG C 0.27%
KEY B 0.26%
L D 0.23%
JKHY A 0.2%
MKTX D 0.16%
AIZ B 0.16%
GL D 0.14%
IVZ B 0.12%
BEN F 0.1%
XLF Underweight 8 Positions Relative to BELT
Symbol Grade Weight
MSFT C -13.09%
META B -7.89%
GOOG D -7.27%
NVO F -7.08%
TT A -4.9%
CDNS D -4.75%
ISRG B -4.0%
IR B -3.97%
Compare ETFs