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SPY vs XLF

State Street SPDR S&P 500 ETF Trust vs State Street Financial Select Sector SPDR ETF

SPY

State Street SPDR S&P 500 ETF Trust

State Street Investment Management

Annual cost

0.09%

Fund size

$735.1B

XLF

State Street Financial Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$51.5B

Key differences

  • SPY is significantly larger than XLF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPY has delivered higher annualized returns.
  • SPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPYXLF
Annual cost (TER)0.09%0.08%
Fund size (AUM)$735.1B$51.5B
Since19931998
Dividend yield1.03%1.52%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.4%+4.9%
CAGR 3Y+23.1%+18.8%
CAGR 5Y+14.0%+8.3%
Sharpe 3Y1.220.94
Volatility 1Y12.00%14.45%
Max drawdown-33.72%-42.86%

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

Similar to SPY and XLF