Screener
XLG vs SPY
Invesco S&P 500 Top 50 ETF vs State Street SPDR S&P 500 ETF Trust
Key differences
Both XLG and SPY are equity ETFs. XLG charges 0.20% a year and SPY 0.09%. The main difference: SPY costs 0.11% less per year.
- SPY costs 0.11% less per year.
- SPY is much larger than XLG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XLG has delivered higher annualized returns.
- SPY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLG | SPY | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.09% |
| Fund size (AUM) | $11.1B | $783.8B |
| Since | 2005 | 1993 |
| Dividend yield | 0.59% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.3% | +24.8% |
| CAGR 3Y | +23.4% | +21.8% |
| CAGR 5Y | +15.3% | +13.5% |
| Sharpe 3Y | 1.12 | 1.14 |
| Volatility 1Y | 13.70% | 12.29% |
| Max drawdown | -30.46% | -33.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.