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GII vs OEF

State Street SPDR S&P Global Infrastructure ETF vs iShares S&P 100 ETF

GII

State Street SPDR S&P Global Infrastructure ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$989M

OEF

iShares S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$19.6B

Key differences

  • OEF costs 0.20% less per year.
  • OEF is significantly larger than GII — larger funds tend to be more liquid and less likely to close.
  • GII covers global markets; OEF covers north america.
  • Over the last 3 years, OEF has delivered higher annualized returns.
  • OEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GIIOEF
Annual cost (TER)0.40%0.20%
Fund size (AUM)$989M$19.6B
Since20072000
Dividend yield2.85%0.88%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+31.9%
CAGR 3Y+16.6%+25.8%
CAGR 5Y+11.5%+15.9%
Sharpe 3Y0.971.31
Volatility 1Y10.60%12.88%
Max drawdown-42.84%-31.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GII and OEF