Skip to content
Beacon
Screener

XLP vs SZK

State Street Consumer Staples Select Sector SPDR ETF vs ProShares UltraShort Consumer Staples

XLP

State Street Consumer Staples Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$14.5B

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

Key differences

  • XLP costs 0.87% less per year.
  • XLP is significantly larger than SZK — larger funds tend to be more liquid and less likely to close.
  • XLP follows a index tracking strategy; SZK uses inverse.
  • Over the last 3 years, XLP has delivered higher annualized returns.
  • XLP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLPSZK
Annual cost (TER)0.08%0.95%
Fund size (AUM)$14.5B$5M
Since19982007
Dividend yield2.58%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackinginverse
CAGR 1Y+6.7%-6.2%
CAGR 3Y+6.5%-4.2%
CAGR 5Y+6.4%-5.5%
Sharpe 3Y0.29-0.20
Volatility 1Y12.44%24.61%
Max drawdown-24.51%-86.79%

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

Similar to XLP and SZK