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IYK vs XLP

iShares US Consumer Staples ETF vs State Street Consumer Staples Select Sector SPDR ETF

IYK

iShares US Consumer Staples ETF

iShares

Annual cost

0.38%

Fund size

$1.4B

XLP

State Street Consumer Staples Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$14.5B

Key differences

  • XLP costs 0.30% less per year.
  • XLP is significantly larger than IYK — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XLP has delivered higher annualized returns.

Side-by-side comparison

IYKXLP
Annual cost (TER)0.38%0.08%
Fund size (AUM)$1.4B$14.5B
Since20001998
Dividend yield2.63%2.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.1%+6.7%
CAGR 3Y+5.0%+6.5%
CAGR 5Y+6.7%+6.4%
Sharpe 3Y0.170.29
Volatility 1Y11.91%12.44%
Max drawdown-33.19%-24.51%

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

Similar to IYK and XLP