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XTL vs IXP

State Street SPDR S&P Telecom ETF vs iShares Global Comm Services ETF

XTL

State Street SPDR S&P Telecom ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$782M

IXP

iShares Global Comm Services ETF

iShares

Annual cost

0.40%

Fund size

$599M

Key differences

  • XTL costs 0.05% less per year.
  • XTL covers north america markets; IXP covers global.
  • Over the last 3 years, XTL has delivered higher annualized returns.
  • IXP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XTLIXP
Annual cost (TER)0.35%0.40%
Fund size (AUM)$782M$599M
Since20112001
Dividend yield0.88%2.93%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+141.0%+23.4%
CAGR 3Y+51.5%+25.4%
CAGR 5Y+21.8%+10.5%
Sharpe 3Y1.611.25
Volatility 1Y28.73%14.61%
Max drawdown-37.01%-43.93%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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