Screener
ROKT vs XLF
State Street SPDR S&P Kensho Final Frontiers ETF vs State Street Financial Select Sector SPDR ETF
Key differences
Both ROKT and XLF are equity ETFs. ROKT charges 0.45% a year and XLF 0.08%. The main difference: ROKT covers global markets; XLF covers North America.
- ROKT covers global markets; XLF covers North America.
- XLF costs 0.37% less per year.
- XLF is much larger than ROKT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ROKT has delivered higher annualized returns.
- XLF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ROKT | XLF | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.08% |
| Fund size (AUM) | $255M | $49.4B |
| Since | 2018 | 1998 |
| Dividend yield | 0.25% | 1.54% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +102.2% | +4.2% |
| CAGR 3Y | +44.3% | +19.3% |
| CAGR 5Y | +24.2% | +8.2% |
| Sharpe 3Y | 1.49 | 0.96 |
| Volatility 1Y | 29.83% | 14.64% |
| Max drawdown | -43.16% | -42.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.