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XTL vs IYZ

State Street SPDR S&P Telecom ETF vs iShares U.S. Telecommunications ETF

XTL

State Street SPDR S&P Telecom ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$782M

IYZ

iShares U.S. Telecommunications ETF

iShares

Annual cost

0.38%

Fund size

$966M

Key differences

  • Over the last 3 years, XTL has delivered higher annualized returns.
  • IYZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XTLIYZ
Annual cost (TER)0.35%0.38%
Fund size (AUM)$782M$966M
Since20112000
Dividend yield0.88%1.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+141.0%+63.5%
CAGR 3Y+51.5%+30.5%
CAGR 5Y+21.8%+9.1%
Sharpe 3Y1.611.43
Volatility 1Y28.73%17.46%
Max drawdown-37.01%-39.74%

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

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