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IXP vs XTL

iShares Global Comm Services ETF vs State Street SPDR S&P Telecom ETF

IXP

iShares Global Comm Services ETF

iShares

Annual cost

0.40%

Fund size

$599M

XTL

State Street SPDR S&P Telecom ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$782M

Key differences

  • XTL costs 0.05% less per year.
  • IXP covers global markets; XTL covers north america.
  • Over the last 3 years, XTL has delivered higher annualized returns.
  • IXP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IXPXTL
Annual cost (TER)0.40%0.35%
Fund size (AUM)$599M$782M
Since20012011
Dividend yield2.93%0.88%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.4%+141.0%
CAGR 3Y+25.4%+51.5%
CAGR 5Y+10.5%+21.8%
Sharpe 3Y1.251.61
Volatility 1Y14.61%28.73%
Max drawdown-43.93%-37.01%

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

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