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SPYM vs XLP

State Street SPDR Portfolio S&P 500 ETF vs State Street Consumer Staples Select Sector SPDR ETF

SPYM

State Street SPDR Portfolio S&P 500 ETF

Annual cost

0.02%

Fund size

$137.6B

XLP

State Street Consumer Staples Select Sector SPDR ETF

Annual cost

0.08%

Fund size

$14.9B

Key differences

Both SPYM and XLP are equity ETFs. SPYM charges 0.02% a year and XLP 0.08%. The main difference: SPYM costs 0.06% less per year.

  • SPYM costs 0.06% less per year.
  • SPYM is much larger than XLP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SPYM has delivered higher annualized returns.
  • XLP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPYMXLP
Annual cost (TER)0.02%0.08%
Fund size (AUM)$137.6B$14.9B
Since20051998
Dividend yield1.05%2.62%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.3%+4.3%
CAGR 3Y+22.5%+7.6%
CAGR 5Y+13.5%+6.1%
Sharpe 3Y1.210.37
Volatility 1Y12.09%12.76%
Max drawdown-33.87%-24.51%

Similar to SPYM and XLP