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CNRG vs XLU

State Street SPDR S&P Kensho Clean Power ETF vs State Street Utilities Select Sector SPDR ETF

CNRG

State Street SPDR S&P Kensho Clean Power ETF

Annual cost

0.45%

Fund size

$264M

XLU

State Street Utilities Select Sector SPDR ETF

Annual cost

0.08%

Fund size

$22.4B

Key differences

Both CNRG and XLU are equity ETFs. CNRG charges 0.45% a year and XLU 0.08%. The main difference: CNRG covers global markets; XLU covers North America.

  • CNRG covers global markets; XLU covers North America.
  • XLU costs 0.37% less per year.
  • XLU is much larger than CNRG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, XLU has delivered higher annualized returns.
  • XLU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CNRGXLU
Annual cost (TER)0.45%0.08%
Fund size (AUM)$264M$22.4B
Since20181998
Dividend yield1.02%2.68%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+99.3%+10.7%
CAGR 3Y+12.5%+14.0%
CAGR 5Y+3.2%+9.4%
Sharpe 3Y0.410.66
Volatility 1Y37.46%14.62%
Max drawdown-68.49%-36.07%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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