Screener
XRT vs CLIX
State Street SPDR S&P Retail ETF vs ProShares Long Online/Short Stores ETF
Key differences
Both XRT and CLIX are equity ETFs. XRT charges 0.35% a year and CLIX 0.65%. The main difference: XRT follows a index tracking strategy; CLIX uses inverse.
- XRT follows a index tracking strategy; CLIX uses inverse.
- XRT costs 0.30% less per year.
- XRT is much larger than CLIX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CLIX has delivered higher annualized returns.
- XRT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRT | CLIX | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.65% |
| Fund size (AUM) | $693M | $7M |
| Since | 2006 | 2017 |
| Dividend yield | 0.82% | 0.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | inverse |
| CAGR 1Y | +8.9% | +7.5% |
| CAGR 3Y | +15.2% | +18.3% |
| CAGR 5Y | -0.9% | -6.8% |
| Sharpe 3Y | 0.58 | 0.74 |
| Volatility 1Y | 20.39% | 21.01% |
| Max drawdown | -47.02% | -73.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.