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XTL vs SPY

Comparison between STATE STREET(R) SPDR(R) S&P(R) TELECOM ETF (XTL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceXTL has outperformed SPY, delivering a return of +17.7% compared to +13.0%

XTL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XTL
$712M
Winner
SPY
$781B
Expense Ratio
XTL
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
XTL
38.49%
SPY
56.47%
Sharpe Ratio
Winner
XTL
1.94
SPY
1.25
5Y Beta
XTL
1.24
Winner
SPY
1.00
P/E Ratio
Winner
XTL
-464.35
SPY
28.78
Forward P/E
Winner
XTL
18.90
SPY
21.23
PEG Ratio
XTL
-0.01
SPY
N/A
5Y Dividends CAGR
Winner
XTL
24.16%
SPY
6.00%
5Y EPS CAGR
XTL
9.86%
Winner
SPY
25.62%
Debt to Equity
XTL
172.43%
Winner
SPY
31.92%
P/S Ratio
Winner
XTL
2.02
SPY
3.76
P/B Ratio
Winner
XTL
2.88
SPY
5.64

XTL vs SPY - Holdings Comparison

XTL and SPY have 11 common holdings. Overlap is 2.03%

XTL's top 25 holdings weight is 77.98%. SPY's top 25 holdings weight is 51.74%.

RankXTLSPY
#1
VIASAT INC (VSAT) - 3.71%
NVIDIA CORP (NVDA) - 7.89%
#2
ARISTA NETWORKS INC (ANET) - 3.67%
APPLE INC (AAPL) - 7.37%
#3
ANTERIX INC (ATEX) - 3.49%
MICROSOFT CORP (MSFT) - 4.50%
#4
F5 INC (FFIV) - 3.49%
AMAZON.COM INC (AMZN) - 3.82%
#5
IRIDIUM COMMUNICATIONS INC (IRDM) - 3.45%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
EXTREME NETWORKS INC (EXTR) - 3.45%
BROADCOM INC (AVGO) - 2.86%
#7
CALIX INC (CALX) - 3.31%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
VISTANCE NETWORKS INC (VISN) - 3.30%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
T-MOBILE US INC (TMUS) - 3.27%
TESLA INC (TSLA) - 1.70%
#10
GLOBALSTAR INC (GSAT) - 3.25%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MOTOROLA SOLUTIONS INC (MSI) - 3.20%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
COMCAST CORP CLASS A (CMCSA) - 3.17%
ELI LILLY AND CO (LLY) - 1.40%
#13
UBIQUITI INC (UI) - 3.15%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
UNITI GROUP INC (UNIT) - 3.12%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
CIENA CORP (CIEN) - 3.12%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
CISCO SYSTEMS INC (CSCO) - 3.04%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
NETSCOUT SYSTEMS INC (NTCT) - 3.03%
VISA INC CLASS A (V) - 0.90%
#18
AT&T INC (T) - 2.99%
WALMART INC (WMT) - 0.76%
#19
VERIZON COMMUNICATIONS INC (VZ) - 2.95%
INTEL CORP (INTC) - 0.75%
#20
LUMENTUM HOLDINGS INC (LITE) - 2.85%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
VIAVI SOLUTIONS INC (VIAV) - 2.77%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
TELEPHONE AND DATA SYSTEMS INC (TDS) - 2.76%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 2.53%
ABBVIE INC (ABBV) - 0.66%
#24
AST SPACEMOBILE INC ORDINARY SHARES CLASS A (ASTS) - 2.46%
CATERPILLAR INC (CAT) - 0.65%
#25
ONDAS INC (ONDS) - 2.45%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings41505

XTL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
XTL
-2.84%
Winner
SPY
+0.52%
3M
XTL
-2.13%
Winner
SPY
+6.55%
6M
Winner
XTL
+35.26%
SPY
+9.76%
1Y
Winner
XTL
+80.72%
SPY
+20.32%
5Y(CAGR)
Winner
XTL
+17.75%
SPY
+13.01%
10Y(CAGR)
XTL
+14.81%
Winner
SPY
+15.06%
Max(CAGR)
Winner
XTL
+11.07%
SPY
+8.50%

XTL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXTLSPY
2026+38.40%+10.11%
2025+44.22%+18.00%
2024+35.20%+25.59%
2023-1.97%+26.72%
2022-19.65%-18.64%
2021+22.57%+30.52%
2020+21.82%+17.28%
2019+11.32%+31.09%
2018-7.76%-5.24%
2017-0.84%+20.78%
2016+27.75%+13.59%
2015-1.44%+1.31%
2014+6.09%+14.56%
2013+19.36%+29.00%
2012+8.50%+14.17%
2011-17.98%+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

XTL vs SPY Drawdown Comparison

The maximum drawdown for XTL was -37.00%, occurring on Oct 27, 2023. Recovery took 830 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current XTL drawdown is -12.84%. The current SPY drawdown is -1.24%.

RankXTLSPY
#1-37.00%
Jun 25, 2021 - Oct 14, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-32.28%
Feb 14, 2011 - Sep 18, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-31.56%
Aug 29, 2018 - Jul 29, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.79%
Feb 10, 2025 - Jun 24, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.87%
Jun 18, 2015 - Jul 11, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.83%
Jun 2, 2026 - Jul 16, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.25%
Aug 7, 2020 - Nov 23, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.70%
Oct 31, 2025 - Dec 10, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.67%
Sep 11, 2014 - Dec 22, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.98%
Jun 6, 2017 - Mar 9, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.03%
Feb 12, 2021 - May 27, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.94%
Dec 11, 2025 - Jan 6, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.67%
Mar 12, 2018 - Jun 14, 2018		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.07%
Apr 2, 2014 - Sep 11, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.05%
Mar 25, 2026 - Apr 2, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between XTL and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

XTL vs SPY dividend yield comparison.

YearXTLSPY
20260.71%0.49%
20251.05%1.07%
20240.62%1.21%
20230.80%1.40%
20220.74%1.65%
20211.25%1.20%
20200.88%1.52%
20190.92%1.75%
20181.90%2.04%
20172.08%1.80%
20161.11%2.03%
20151.38%2.06%
20141.03%1.87%
20130.45%1.81%
20123.16%2.18%
20110.80%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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