Screener
XRT vs XLF
State Street SPDR S&P Retail ETF vs State Street Financial Select Sector SPDR ETF
Key differences
Both XRT and XLF are equity ETFs. XRT charges 0.35% a year and XLF 0.08%. The main difference: XLF costs 0.27% less per year.
- XLF costs 0.27% less per year.
- XLF is much larger than XRT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XLF has delivered higher annualized returns.
- XLF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRT | XLF | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.08% |
| Fund size (AUM) | $693M | $49.4B |
| Since | 2006 | 1998 |
| Dividend yield | 0.82% | 1.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.2% | +4.6% |
| CAGR 3Y | +14.8% | +20.0% |
| CAGR 5Y | -0.9% | +8.5% |
| Sharpe 3Y | 0.56 | 0.99 |
| Volatility 1Y | 20.36% | 14.62% |
| Max drawdown | -47.02% | -42.86% |
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