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HECO vs XLY
State Street Galaxy Hedged Digital Asset Ecosystem ETF vs State Street Consumer Discretionary Select Sector SPDR ETF
Key differences
HECO is an alternative ETF, while XLY is an equity ETF. HECO charges 0.90% a year and XLY 0.08%.
- HECO is an alternative fund, while XLY is an equity fund. They carry different risk/return profiles.
- HECO follows a option income strategy; XLY uses index tracking.
- XLY costs 0.82% less per year.
- XLY is much larger than HECO. Larger funds are usually more liquid and less likely to close.
- XLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HECO | XLY | |
|---|---|---|
| Annual cost (TER) | 0.90% | 0.08% |
| Fund size (AUM) | $116M | $23.8B |
| Since | 2024 | 1998 |
| Dividend yield | 0.00% | 0.74% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +117.9% | +7.8% |
| CAGR 3Y | N/A | +15.8% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.64 |
| Volatility 1Y | 37.71% | 18.28% |
| Max drawdown | -43.74% | -39.67% |
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