IUS vs XTL
Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and STATE STREET(R) SPDR(R) S&P(R) TELECOM ETF (XTL, ETF).
5-Year PerformanceXTL has outperformed IUS, delivering a return of +18.6% compared to +13.2%
IUS vs XTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IUS
$785M
XTL
$782M
Expense Ratio
Winner
IUS
0.19%
XTL
0.35%
Max Drawdown
Winner
IUS
35.17%
XTL
38.49%
Sharpe Ratio
IUS
2.32
Winner
XTL
2.66
5Y Beta
Winner
IUS
0.78
XTL
1.23
P/E Ratio
Winner
IUS
28.81
XTL
524.12
Forward P/E
Winner
IUS
18.31
XTL
22.39
PEG Ratio
IUS
N/A
XTL
-0.02
5Y Dividends CAGR
IUS
8.99%
Winner
XTL
18.99%
5Y EPS CAGR
Winner
IUS
18.91%
XTL
8.60%
Debt to Equity
Winner
IUS
30.57%
XTL
145.98%
P/S Ratio
Winner
IUS
1.54
XTL
2.67
P/B Ratio
Winner
IUS
3.77
XTL
3.90
IUS vs XTL - Holdings Comparison
IUS and XTL have 10 common holdings. Overlap is 2.32%
IUS's top 25 holdings weight is 42.61%. XTL's top 25 holdings weight is 81.50%.
| Rank | IUS | XTL |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 7.51% | IRIDIUM COMMUNICATIONS INC (IRDM) - 5.37% |
| #2 | APPLE INC (AAPL) - 4.83% | EXTREME NETWORKS INC (EXTR) - 4.81% |
| #3 | EXXON MOBIL CORP (XOM) - 2.62% | VIAVI SOLUTIONS INC (VIAV) - 4.75% |
| #4 | AMAZON.COM INC (AMZN) - 2.52% | CIENA CORP (CIEN) - 4.71% |
| #5 | INTEL CORP (INTC) - 2.30% | VIASAT INC (VSAT) - 4.66% |
| #6 | MICROSOFT CORP (MSFT) - 2.26% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 4.06% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.02% | CISCO SYSTEMS INC (CSCO) - 4.02% |
| #8 | NVIDIA CORP (NVDA) - 1.94% | GLOBALSTAR INC (GSAT) - 3.85% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.86% | APPLIED OPTOELECTRONICS INC (AAOI) - 3.71% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.84% | F5 INC (FFIV) - 3.64% |
| #11 | CHEVRON CORP (CVX) - 1.63% | LUMENTUM HOLDINGS INC (LITE) - 3.60% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.36% | AST SPACEMOBILE INC ORDINARY SHARES CLASS A (ASTS) - 3.60% |
| #13 | BROADCOM INC (AVGO) - 1.21% | ARISTA NETWORKS INC (ANET) - 3.04% |
| #14 | GENERAL MOTORS CO (GM) - 1.11% | ONDAS INC (ONDS) - 2.64% |
| #15 | CVS HEALTH CORP (CVS) - 1.11% | VERIZON COMMUNICATIONS INC (VZ) - 2.54% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.04% | AT&T INC (T) - 2.45% |
| #17 | CATERPILLAR INC (CAT) - 1.01% | T-MOBILE US INC (TMUS) - 2.38% |
| #18 | WALMART INC (WMT) - 0.97% | MOTOROLA SOLUTIONS INC (MSI) - 2.36% |
| #19 | VERIZON COMMUNICATIONS INC (VZ) - 0.93% | TELEPHONE AND DATA SYSTEMS INC (TDS) - 2.35% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.88% | UNITI GROUP INC (UNIT) - 2.32% |
| #21 | NEWMONT CORP (NEM) - 0.34% | NETSCOUT SYSTEMS INC (NTCT) - 2.21% |
| #22 | LOCKHEED MARTIN CORP (LMT) - 0.33% | COMCAST CORP CLASS A (CMCSA) - 2.18% |
| #23 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.33% | UBIQUITI INC (UI) - 2.11% |
| #24 | GE AEROSPACE (GE) - 0.33% | CALIX INC (CALX) - 2.10% |
| #25 | TEXAS INSTRUMENTS INC (TXN) - 0.33% | HARMONIC INC (HLIT) - 2.04% |
| Total Holdings | 506 | 41 |
IUS vs XTL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IUS
+2.16%
XTL
-0.43%
3M
IUS
+8.96%
Winner
XTL
+20.40%
6M
IUS
+13.74%
Winner
XTL
+50.61%
1Y
IUS
+31.79%
Winner
XTL
+117.97%
5Y(CAGR)
IUS
+13.22%
Winner
XTL
+18.60%
10Y(CAGR)
IUS
N/A
XTL
+15.83%
Max(CAGR)
Winner
IUS
+15.05%
XTL
+11.52%
IUS vs XTL - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | IUS | XTL |
|---|---|---|
| 2026 | +13.17% | +45.28% |
| 2025 | +17.23% | +44.22% |
| 2024 | +16.56% | +35.20% |
| 2023 | +21.21% | -1.97% |
| 2022 | -8.85% | -19.65% |
| 2021 | +33.59% | +22.57% |
| 2020 | +14.43% | +21.82% |
| 2019 | +29.34% | +11.32% |
| 2018 | -12.48% | -7.76% |
| 2017 | N/A | -0.84% |
| 2016 | N/A | +27.75% |
| 2015 | N/A | -1.44% |
| 2014 | N/A | +6.09% |
| 2013 | N/A | +19.36% |
| 2012 | N/A | +8.50% |
| 2011 | N/A | -17.98% |
IUS vs XTL Drawdown Comparison
The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The maximum drawdown for XTL was -37.00%, occurring on Oct 27, 2023. Recovery took 830 trading sessions.
The current IUS drawdown is -2.12%. The current XTL drawdown is -8.51%.
| Rank | IUS | XTL |
|---|---|---|
| #1 | -34.66% Feb 12, 2020 - Sep 2, 2020 | -37.00% Jun 25, 2021 - Oct 14, 2024 |
| #2 | -18.73% Mar 29, 2022 - Jun 30, 2023 | -32.28% Feb 14, 2011 - Sep 18, 2013 |
| #3 | -15.62% Nov 29, 2024 - Jul 1, 2025 | -31.56% Aug 29, 2018 - Jul 29, 2020 |
| #4 | -14.49% Oct 2, 2018 - May 1, 2019 | -22.79% Feb 10, 2025 - Jun 24, 2025 |
| #5 | -9.03% Jul 31, 2023 - Dec 11, 2023 | -21.87% Jun 18, 2015 - Jul 11, 2016 |
| #6 | -8.08% Sep 2, 2020 - Nov 9, 2020 | -15.25% Aug 7, 2020 - Nov 23, 2020 |
| #7 | -7.80% Jan 4, 2022 - Mar 28, 2022 | -14.70% Oct 31, 2025 - Dec 10, 2025 |
| #8 | -7.05% Jul 24, 2019 - Sep 11, 2019 | -14.67% Sep 11, 2014 - Dec 22, 2014 |
| #9 | -6.91% May 1, 2019 - Jun 21, 2019 | -10.98% Jun 6, 2017 - Mar 9, 2018 |
| #10 | -6.23% Jul 16, 2024 - Aug 23, 2024 | -10.03% Feb 12, 2021 - May 27, 2021 |
| #11 | -6.15% Feb 11, 2026 - Apr 14, 2026 | -9.94% Dec 11, 2025 - Jan 6, 2026 |
| #12 | -4.97% Mar 28, 2024 - Jun 17, 2024 | -8.67% Mar 12, 2018 - Jun 14, 2018 |
| #13 | -4.60% Sep 12, 2019 - Oct 25, 2019 | -8.51% Jun 2, 2026 - Jun 5, 2026 |
| #14 | -4.52% Nov 16, 2021 - Dec 10, 2021 | -8.07% Apr 2, 2014 - Sep 11, 2014 |
| #15 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -8.05% Mar 25, 2026 - Apr 2, 2026 |
Correlation
Correlation between IUS and XTL is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2011 - 2026)
IUS vs XTL dividend yield comparison.
| Year | IUS | XTL |
|---|---|---|
| 2026 | 0.33% | 0.28% |
| 2025 | 1.48% | 1.05% |
| 2024 | 1.52% | 0.62% |
| 2023 | 1.72% | 0.80% |
| 2022 | 1.78% | 0.74% |
| 2021 | 1.46% | 1.25% |
| 2020 | 1.74% | 0.88% |
| 2019 | 1.77% | 0.92% |
| 2018 | 0.73% | 1.90% |
| 2017 | 0.00% | 2.08% |
| 2016 | 0.00% | 1.11% |
| 2015 | 0.00% | 1.38% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.45% |
| 2012 | 0.00% | 3.16% |
| 2011 | 0.00% | 0.80% |
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