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XRT vs IDGT

State Street SPDR S&P Retail ETF vs iShares U.S. Digital Infrastructure and Real Estate ETF

XRT

State Street SPDR S&P Retail ETF

Annual cost

0.35%

Fund size

$693M

IDGT

iShares U.S. Digital Infrastructure and Real Estate ETF

Annual cost

0.39%

Fund size

$451M

Key differences

Both XRT and IDGT are equity ETFs. XRT charges 0.35% a year and IDGT 0.39%. The main difference: Over the last three years, IDGT has delivered higher annualized returns.

  • Over the last three years, IDGT has delivered higher annualized returns.
  • IDGT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XRTIDGT
Annual cost (TER)0.35%0.39%
Fund size (AUM)$693M$451M
Since20062001
Dividend yield0.82%0.73%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.2%+55.1%
CAGR 3Y+14.8%+24.0%
CAGR 5Y-0.9%+13.1%
Sharpe 3Y0.560.96
Volatility 1Y20.36%20.98%
Max drawdown-47.02%-36.88%

Similar to XRT and IDGT