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XLF
Description
Description
XLF was created on 1998-12-16 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 51403.67m in AUM and 78 holdings. XLF tracks an index of S&P 500 financial stocks, weighted by market cap.
NYSE/NASDAQ
ETF - A bundle of shares
Global
High Price Growth
Financials
United States
Performance
Performance
$58.63
USD
▲ $37.10 (171.14%)
11th November 2026, 05:00 a.m.
1M
1Y
10Y
GRAPH
TABLE
GRAPH
TABLE
* US price history does not take into account stock splits
If I had invested $1,000 in XLF 10 years ago, today I would have...
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Quick facts
Quick facts
▲ 46.41% Growth
5 years capital growth
▲ 1.71% Dividends
5 year average dividend yield
$15 AUD minimum investment
Due to minimum AUD to USD conversion
$356.84 USD median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
View all
BR (Berkshire Hathaway Inc Class B)
13%
JPM (JPMorgan Chase & Co)
11%
V (Visa Inc Class A)
9%
Top country exposure
View all
United States
98%
Switzerland
2%
United Kingdom of Great Britain and Northern Ireland
0%
Top industry exposure
View all
Financials
88%
Other
12%
Distributions
Distributions
Annual dividend yield
1.43%
Average franked amount
0%
5yr avg. dividend yield
1.71%
Dividend reinvestment
Highest franked amount
N/A
Payout dates
See dividend history
Estimate how much you could earn in dividends
Calculate
Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.08% p.a.
Advanced information
Advanced information
Leveraged
No
P/E ratio
16.44
Inverse
No
P/B ratio
2.30
Expense ratio
0.08
Inception date
1998-12-16
Pearler community insights
Pearler community insights
General statistics
9 investors hold XLF
49 weeks average time between investments
$569 average holding per investor
5 days since last community investment
Demographics
Income of investors
50k - 100k
60%
100k - 150k
20%
Less than 50k
10%
150k - 200k
10%
More than 200k
0%
Age of investors
26-34 years old
56%
35-90 years old
44%
18-25 years old
0%
Legal gender of investors
78% male
22% female
Related items
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Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 5 November 2026, and may have changed since.
Learn more
Learn more
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LISTEN
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46 min
・
2 likes
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LISTEN
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LISTEN
It’s tax time – so what happens to your shares, ETFs, and micro-investing apps when you’re doing your return? This episo...
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17 min
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Episode 136. Should I sell my shares with everything that's going on in the US right now?
LISTEN
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144 views
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629 views
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5 likes
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138 views
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0 likes
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10+ people attended
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Online webinar
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8 likes
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30+ people attended