Screener
XLG vs SPYV
Invesco S&P 500 Top 50 ETF vs State Street SPDR Portfolio S&P 500 Value ETF
Key differences
Both XLG and SPYV are equity ETFs. XLG charges 0.20% a year and SPYV 0.04%. The main difference: SPYV costs 0.16% less per year.
- SPYV costs 0.16% less per year.
- SPYV 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.
- SPYV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLG | SPYV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.04% |
| Fund size (AUM) | $11.1B | $35.3B |
| Since | 2005 | 2000 |
| Dividend yield | 0.59% | 1.69% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.3% | +21.0% |
| CAGR 3Y | +23.4% | +15.8% |
| CAGR 5Y | +15.3% | +10.9% |
| Sharpe 3Y | 1.12 | 0.95 |
| Volatility 1Y | 13.70% | 9.97% |
| Max drawdown | -30.46% | -36.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.