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XLY vs HECO
State Street Consumer Discretionary Select Sector SPDR ETF vs State Street Galaxy Hedged Digital Asset Ecosystem ETF
Key differences
XLY is an equity ETF, while HECO is an alternative ETF. XLY charges 0.08% a year and HECO 0.90%.
- XLY is an equity fund, while HECO is an alternative fund. They carry different risk/return profiles.
- XLY follows a index tracking strategy; HECO uses option income.
- XLY costs 0.82% less per year.
- XLY is much larger than HECO. Larger funds are usually more liquid and less likely to close.
- XLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLY | HECO | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.90% |
| Fund size (AUM) | $23.8B | $116M |
| Since | 1998 | 2024 |
| Dividend yield | 0.74% | 0.00% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +7.8% | +117.9% |
| CAGR 3Y | +15.8% | N/A |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.64 | N/A |
| Volatility 1Y | 18.28% | 37.71% |
| Max drawdown | -39.67% | -43.74% |
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