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XLP vs KXI

State Street Consumer Staples Select Sector SPDR ETF vs iShares Global Consumer Staples ETF

XLP

State Street Consumer Staples Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$14.5B

KXI

iShares Global Consumer Staples ETF

iShares

Annual cost

0.39%

Fund size

$1.0B

Key differences

  • XLP costs 0.31% less per year.
  • XLP is significantly larger than KXI — larger funds tend to be more liquid and less likely to close.
  • XLP covers north america markets; KXI covers global.
  • XLP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLPKXI
Annual cost (TER)0.08%0.39%
Fund size (AUM)$14.5B$1.0B
Since19982006
Dividend yield2.58%2.16%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+6.7%+6.4%
CAGR 3Y+6.5%+5.6%
CAGR 5Y+6.4%+4.7%
Sharpe 3Y0.290.23
Volatility 1Y12.44%11.57%
Max drawdown-24.51%-24.59%

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

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