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XOEX vs EFIV

DBX ETF Trust - Xtrackers S&P 100 Ex Top 20 ETF vs State Street SPDR S&P 500 ESG ETF

XOEX

DBX ETF Trust - Xtrackers S&P 100 Ex Top 20 ETF

Annual cost

Fund size

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

Key differences

  • Over the last 3 years, EFIV has delivered higher annualized returns.

Side-by-side comparison

XOEXEFIV
Annual cost (TER)0.10%
Fund size (AUM)$1.2B
Since2020
Dividend yield0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+33.8%
CAGR 3Y+18.4%+22.6%
CAGR 5YN/A+15.0%
Sharpe 3Y1.101.21
Volatility 1Y11.05%11.89%
Max drawdown-14.68%-24.52%

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

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