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XLF vs FITE

State Street Financial Select Sector SPDR ETF vs State Street SPDR S&P Kensho Future Security ETF

XLF

State Street Financial Select Sector SPDR ETF

Annual cost

0.08%

Fund size

$49.4B

FITE

State Street SPDR S&P Kensho Future Security ETF

Annual cost

0.45%

Fund size

$154M

Key differences

Both XLF and FITE are equity ETFs. XLF charges 0.08% a year and FITE 0.45%. The main difference: XLF costs 0.37% less per year.

  • XLF costs 0.37% less per year.
  • XLF is much larger than FITE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FITE has delivered higher annualized returns.
  • XLF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLFFITE
Annual cost (TER)0.08%0.45%
Fund size (AUM)$49.4B$154M
Since19982017
Dividend yield1.54%0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.2%+52.6%
CAGR 3Y+19.3%+32.3%
CAGR 5Y+8.2%+16.6%
Sharpe 3Y0.961.20
Volatility 1Y14.64%25.65%
Max drawdown-42.86%-36.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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