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