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ITOT vs XRT
iShares Core S&P Total U.S. Stock Market ETF vs State Street SPDR S&P Retail ETF
Key differences
Both ITOT and XRT are equity ETFs. ITOT charges 0.03% a year and XRT 0.35%. The main difference: ITOT costs 0.32% less per year.
- ITOT costs 0.32% less per year.
- ITOT is much larger than XRT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ITOT has delivered higher annualized returns.
Side-by-side comparison
| ITOT | XRT | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.35% |
| Fund size (AUM) | $93.4B | $693M |
| Since | 2004 | 2006 |
| Dividend yield | 0.98% | 0.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.3% | +8.2% |
| CAGR 3Y | +22.2% | +14.8% |
| CAGR 5Y | +12.3% | -0.9% |
| Sharpe 3Y | 1.16 | 0.56 |
| Volatility 1Y | 12.51% | 20.36% |
| Max drawdown | -35.00% | -47.02% |
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