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XRT vs HECO
State Street SPDR S&P Retail ETF vs State Street Galaxy Hedged Digital Asset Ecosystem ETF
Key differences
XRT is an equity ETF, while HECO is an alternative ETF. XRT charges 0.35% a year and HECO 0.90%.
- XRT is an equity fund, while HECO is an alternative fund. They carry different risk/return profiles.
- XRT follows a index tracking strategy; HECO uses option income.
- XRT costs 0.55% less per year.
- XRT is much larger than HECO. Larger funds are usually more liquid and less likely to close.
- XRT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRT | HECO | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.90% |
| Fund size (AUM) | $693M | $116M |
| Since | 2006 | 2024 |
| Dividend yield | 0.82% | 0.00% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +8.2% | +117.9% |
| CAGR 3Y | +14.8% | N/A |
| CAGR 5Y | -0.9% | N/A |
| Sharpe 3Y | 0.56 | N/A |
| Volatility 1Y | 20.36% | 37.71% |
| Max drawdown | -47.02% | -43.74% |
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