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SPY vs XOEF

State Street SPDR S&P 500 ETF Trust vs iShares S&P 500 ex S&P 100 ETF

SPY

State Street SPDR S&P 500 ETF Trust

State Street Investment Management

Annual cost

0.09%

Fund size

$735.1B

XOEF

iShares S&P 500 ex S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$20M

Key differences

  • SPY costs 0.11% less per year.
  • SPY is significantly larger than XOEF — larger funds tend to be more liquid and less likely to close.
  • SPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPYXOEF
Annual cost (TER)0.09%0.20%
Fund size (AUM)$735.1B$20M
Since19932025
Dividend yield1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.4%N/A
CAGR 3Y+23.1%N/A
CAGR 5Y+14.0%N/A
Sharpe 3Y1.22N/A
Volatility 1Y12.00%
Max drawdown-33.72%-7.66%

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

Similar to SPY and XOEF