Screener
SPY vs XRT
State Street SPDR S&P 500 ETF Trust vs State Street SPDR S&P Retail ETF
Key differences
Both SPY and XRT are equity ETFs. SPY charges 0.09% a year and XRT 0.35%. The main difference: SPY costs 0.26% less per year.
- SPY costs 0.26% less per year.
- SPY is much larger than XRT. Larger funds are usually more liquid and less likely to close.
- Over the last three 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
| SPY | XRT | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.35% |
| Fund size (AUM) | $783.8B | $693M |
| Since | 1993 | 2006 |
| Dividend yield | 0.98% | 0.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.2% | +8.2% |
| CAGR 3Y | +22.4% | +14.8% |
| CAGR 5Y | +13.5% | -0.9% |
| Sharpe 3Y | 1.17 | 0.56 |
| Volatility 1Y | 12.12% | 20.36% |
| Max drawdown | -33.72% | -47.02% |
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