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MXI vs XOEF

iShares Global Materials ETF vs iShares S&P 500 ex S&P 100 ETF

MXI

iShares Global Materials ETF

Annual cost

0.39%

Fund size

$362M

XOEF

iShares S&P 500 ex S&P 100 ETF

Annual cost

0.20%

Fund size

$21M

Key differences

Both MXI and XOEF are equity ETFs. MXI charges 0.39% a year and XOEF 0.20%. The main difference: MXI covers global markets; XOEF covers North America.

  • MXI covers global markets; XOEF covers North America.
  • XOEF costs 0.19% less per year.
  • MXI is much larger than XOEF. Larger funds are usually more liquid and less likely to close.
  • MXI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MXIXOEF
Annual cost (TER)0.39%0.20%
Fund size (AUM)$362M$21M
Since20062025
Dividend yield1.73%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.9%N/A
CAGR 3Y+13.9%N/A
CAGR 5Y+6.3%N/A
Sharpe 3Y0.60N/A
Volatility 1Y20.46%
Max drawdown-39.52%-7.66%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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