Screener
XSW vs XLFI
State Street SPDR S&P Software & Services ETF vs State Street Financial Select Sector SPDR Premium Income ETF
Key differences
- XSW is significantly larger than XLFI — larger funds tend to be more liquid and less likely to close.
- XSW is classified as equity, while XLFI is alternative — different risk/return profiles.
- XSW follows a index tracking strategy; XLFI uses option income.
- XSW has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XSW | XLFI | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $365M | $3M |
| Since | 2011 | 2025 |
| Dividend yield | 0.05% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | -7.2% | N/A |
| CAGR 3Y | +10.8% | N/A |
| CAGR 5Y | +1.6% | N/A |
| Sharpe 3Y | 0.39 | N/A |
| Volatility 1Y | 27.19% | — |
| Max drawdown | -45.38% | -11.89% |
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