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XTL vs SPTM

State Street SPDR S&P Telecom ETF vs State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

XTL

State Street SPDR S&P Telecom ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$782M

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$13.0B

Key differences

  • SPTM costs 0.32% less per year.
  • SPTM is significantly larger than XTL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XTL has delivered higher annualized returns.
  • SPTM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XTLSPTM
Annual cost (TER)0.35%0.03%
Fund size (AUM)$782M$13.0B
Since20112000
Dividend yield0.88%1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+141.0%+30.9%
CAGR 3Y+51.5%+22.6%
CAGR 5Y+21.8%+13.9%
Sharpe 3Y1.611.21
Volatility 1Y28.73%12.04%
Max drawdown-37.01%-34.67%

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

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