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IYZ vs XTL

iShares U.S. Telecommunications ETF vs State Street SPDR S&P Telecom ETF

IYZ

iShares U.S. Telecommunications ETF

iShares

Annual cost

0.38%

Fund size

$966M

XTL

State Street SPDR S&P Telecom ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$782M

Key differences

  • Over the last 3 years, XTL has delivered higher annualized returns.
  • IYZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYZXTL
Annual cost (TER)0.38%0.35%
Fund size (AUM)$966M$782M
Since20002011
Dividend yield1.59%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+63.5%+141.0%
CAGR 3Y+30.5%+51.5%
CAGR 5Y+9.1%+21.8%
Sharpe 3Y1.431.61
Volatility 1Y17.46%28.73%
Max drawdown-39.74%-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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