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XLFIvsRSPFETF Comparison

ETF 1
XLFI

State Street Financial Select Sector SPDR Premium Income Fund

This fund is part of
Options Strategies
+0.26%
VS
ETF 2
RSPF

Invesco S&P 500® Equal Weight Financials ETF

This fund is part of
US Financials
-0.68%

State Street Financial Select Sector SPDR Premium Income Fund (XLFI) belongs to the Options Strategies segment. Invesco S&P 500® Equal Weight Financials ETF (RSPF) is part of the US Financials segment. Both ETFs have the same top 3 sector exposures: Financials and Information Technology. XLFI is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.4% for RSPF. XLFI is down -4.82% year-to-date (YTD) with +$2M in YTD flows. RSPF performs better with -3.81% YTD performance, and -$20M in YTD flows. Run a side-by-side ETF comparison of XLFI and RSPF below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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XLFI vs RSPF performance and flow charts

Performance

-2.00.02.04.06.08.0%Mar 24Mar 31Apr 8Apr 15Apr 22

Cumulative Flows

-4 M-3 M-2 M-1 M0 M1 MMar 24Mar 31Apr 8Apr 15Apr 22

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 04/24/2026
1M3MYTD1Y3Y5Y
Perf.
XLFI
RSPF
+3.35%+6.15%
-3.23%-3.50%
-4.82%-3.81%
n/a+10.07%
n/a+55.66%
n/a+41.16%
Flows
XLFI
RSPF
+$675K-$4M
+$2M-$18M
+$2M-$20M
--$46M
--$148M
--$118M
Volatility and drawdown
3M1Y3Y5Y
Volatility
XLFI
RSPF
+14.80%+18.21%
n/a+15.40%
n/a+17.09%
n/a+19.85%
Max drawdown
XLFI
RSPF
-9.78%-11.80%
n/a-14.50%
n/a-17.97%
n/a-27.67%
Max drawdown duration
XLFI
RSPF
75d81d
n/a108d
n/a213d
n/a915d
Trading data

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XLFI
RSPF
Last sale
4/24/2026 at 6:23 PM
$22.84
$75.85
Previous close
04/24/2026
$22.94
$75.41
Consolidated volume
04/24/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of March 31, 2026
1-year trailing difference

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XLFI
is actively managed and doesn’t replicate an index

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XLFI
RSPF
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 4/24/2026 at 6:23 PM
Live
Closed
XLFI
RSPF
Last price
$22.84
$75.85
1D performance
-0.44%
+0.58%
AuM$4.10 M$274.47 M
E/R0.35%0.4%
Characteristics
XLFI
RSPF
Management strategyActivePassive
ProviderState Street Investment ManagementInvesco
Benchmark-S&P 500 Equal Weight Financial Index
N° of holdings7575
Asset class-Equities
Trailing 12m distribution yield
Join
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Inception dateJuly 30, 2025November 1, 2006
ESGNoNo
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Exposure

Countries

XLFI
USA
95.47%
Other
4.53%
RSPF
USA
91.95%
Other
8.05%

Sectors

XLFI
Financials
81.97%
Information Techn.
15.11%
Other
2.91%
RSPF
Financials
87.35%
Information Techn.
10.13%
Other
2.52%
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Diversification

XLFI

Total weight of top 15 holdings out of 15

65.31%
RSPF

Total weight of top 15 holdings out of 15

20.47%

Top 15 holdings

Data as of March 31, 2026
XLFI
BERKSHIRE HATHWAY
12.40%
JPMORGAN CHASE
11.19%
VISA INCORPORATION
7.17%
MASTERCARD
5.74%
BK OF AMERICA CO
4.56%
THE GOLDMAN SACHS GROUP
3.58%
WELLS FARGO
3.47%
CITIGROUP
2.80%
MORGAN STANLEY
2.79%
AMERICAN EXPRESS
2.29%
CHARLES SCHWAB
2.21%
US09290D1019
1.96%
S&P GLOBAL INC
1.84%
CHUBB LTD
1.67%
PROGRESSIVE
1.64%
RSPF
ARES MANAGEMENT
1.40%
APOLLO GLOBAL MGMT INC
1.40%
KKR & CO INC
1.39%
BLACKSTONE GROUP
1.38%
WELLS FARGO
1.37%
SYNCHRONY FINANCIAL
1.37%
CHARLES SCHWAB
1.36%
ERIE INDEMNITY
1.36%
T ROWE PRICE
1.35%
KEYCORP
1.35%
AON
1.35%
EVEREST REINSURANCE GROUP
1.35%
M&T BANK
1.35%
CHUBB LTD
1.35%
FIFTH THIRD BANCORP
1.35%
Frequently asked questions about XLFI and RSPF

How have the XLFI and RSPF ETFs performed in 2026?

As of April 24, 2026, XLFI is down -4.82% year-to-date (YTD), while RSPF has lost -3.81%. That puts RSPF better performer ahead so far this year.

Which ETF is attracting more investor money: XLFI or RSPF?

Year-to-date, the XLFI ETF saw +$2M in flows, compared to -$20M for RSPF.

Which ETF is bigger: XLFI or RSPF?

As of April 24, 2026, XLFI holds $4.10 M in assets under management (AUM), while RSPF manages $274.47 M.

What sectors do the XLFI and RSPF ETFs invest in?

XLFI leans toward sectors like Financials and Information Technology. Meanwhile, RSPF focuses on Financials and Information Technology.

What are the top holdings of the XLFI ETF and RSPF ETF?

XLFI top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and VISA INCORPORATION. RSPF holds in its top three: ARES MANAGEMENT, APOLLO GLOBAL MGMT INC and KKR & CO INC.

Which ETF is more diversified: XLFI or RSPF?

XLFI holds 76 securities with 65.31% of its assets in the top 15. RSPF has 76 securities and a top 15 weight of 20.47%.

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