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XLE vs RSPG

State Street Energy Select Sector SPDR ETF vs Invesco S&P 500 Equal Weight Energy ETF

XLE

State Street Energy Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$41.4B

RSPG

Invesco S&P 500 Equal Weight Energy ETF

Invesco

Annual cost

0.40%

Fund size

$624M

Key differences

  • XLE costs 0.32% less per year.
  • XLE is significantly larger than RSPG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RSPG has delivered higher annualized returns.
  • XLE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLERSPG
Annual cost (TER)0.08%0.40%
Fund size (AUM)$41.4B$624M
Since19982006
Dividend yield2.50%1.89%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+49.7%+52.8%
CAGR 3Y+18.7%+21.6%
CAGR 5Y+21.2%+22.1%
Sharpe 3Y0.740.81
Volatility 1Y20.22%21.47%
Max drawdown-66.81%-73.17%

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

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