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XLII vs IYJ

State Street Industrial Select Sector SPDR Premium Income ETF vs iShares U.S. Industrials ETF

XLII

State Street Industrial Select Sector SPDR Premium Income ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$3M

IYJ

iShares U.S. Industrials ETF

iShares

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • IYJ is significantly larger than XLII — larger funds tend to be more liquid and less likely to close.
  • XLII is classified as alternative, while IYJ is equity — different risk/return profiles.
  • XLII follows a option income strategy; IYJ uses index tracking.
  • IYJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLIIIYJ
Annual cost (TER)0.35%0.38%
Fund size (AUM)$3M$2.0B
Since20252000
Dividend yield0.77%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+17.3%
CAGR 3YN/A+17.9%
CAGR 5YN/A+8.8%
Sharpe 3YN/A0.88
Volatility 1Y15.14%
Max drawdown-10.10%-40.20%

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

Similar to XLII and IYJ