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XRT vs ITOT
State Street SPDR S&P Retail ETF vs iShares Core S&P Total U.S. Stock Market ETF
Key differences
Both XRT and ITOT are equity ETFs. XRT charges 0.35% a year and ITOT 0.03%. The main difference: ITOT costs 0.32% less per year.
- ITOT costs 0.32% less per year.
- ITOT is much larger than XRT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ITOT has delivered higher annualized returns.
Side-by-side comparison
| XRT | ITOT | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.03% |
| Fund size (AUM) | $693M | $93.4B |
| Since | 2006 | 2004 |
| Dividend yield | 0.82% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.2% | +25.3% |
| CAGR 3Y | +14.8% | +22.2% |
| CAGR 5Y | -0.9% | +12.3% |
| Sharpe 3Y | 0.56 | 1.16 |
| Volatility 1Y | 20.36% | 12.51% |
| Max drawdown | -47.02% | -35.00% |
Similar to XRT and ITOT
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