Screener
XLF vs ROKT
State Street Financial Select Sector SPDR ETF vs State Street SPDR S&P Kensho Final Frontiers ETF
Key differences
Both XLF and ROKT are equity ETFs. XLF charges 0.08% a year and ROKT 0.45%. The main difference: XLF covers North America; ROKT covers global markets.
- XLF covers North America; ROKT covers global markets.
- XLF costs 0.37% less per year.
- XLF is much larger than ROKT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ROKT has delivered higher annualized returns.
- XLF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLF | ROKT | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.45% |
| Fund size (AUM) | $49.4B | $255M |
| Since | 1998 | 2018 |
| Dividend yield | 1.54% | 0.25% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.2% | +102.2% |
| CAGR 3Y | +19.3% | +44.3% |
| CAGR 5Y | +8.2% | +24.2% |
| Sharpe 3Y | 0.96 | 1.49 |
| Volatility 1Y | 14.64% | 29.83% |
| Max drawdown | -42.86% | -43.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.