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XTN vs SPYV

State Street SPDR S&P Transportation ETF vs State Street SPDR Portfolio S&P 500 Value ETF

XTN

State Street SPDR S&P Transportation ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$208M

SPYV

State Street SPDR Portfolio S&P 500 Value ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$33.7B

Key differences

  • SPYV costs 0.31% less per year.
  • SPYV is significantly larger than XTN — larger funds tend to be more liquid and less likely to close.
  • SPYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XTNSPYV
Annual cost (TER)0.35%0.04%
Fund size (AUM)$208M$33.7B
Since20112000
Dividend yield0.70%1.72%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+48.2%+24.5%
CAGR 3Y+16.1%+16.4%
CAGR 5Y+5.1%+11.3%
Sharpe 3Y0.560.99
Volatility 1Y28.19%9.97%
Max drawdown-43.77%-36.89%

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

Similar to XTN and SPYV