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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 +18.6% compared to +13.3%

XTL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XTL
$782M
Winner
SPY
$735B
Expense Ratio
XTL
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
XTL
38.49%
SPY
56.47%
Sharpe Ratio
Winner
XTL
2.66
SPY
1.62
5Y Beta
XTL
1.23
Winner
SPY
1.00
P/E Ratio
XTL
524.12
Winner
SPY
28.99
Forward P/E
XTL
22.39
Winner
SPY
22.37
PEG Ratio
XTL
-0.02
SPY
N/A
5Y Dividends CAGR
Winner
XTL
18.99%
SPY
5.43%
5Y EPS CAGR
XTL
8.60%
Winner
SPY
26.05%
Debt to Equity
XTL
145.98%
Winner
SPY
32.40%
P/S Ratio
Winner
XTL
2.67
SPY
3.74
P/B Ratio
Winner
XTL
3.90
SPY
5.61

XTL vs SPY - Holdings Comparison

XTL and SPY have 11 common holdings. Overlap is 2.21%

XTL's top 25 holdings weight is 81.50%. SPY's top 25 holdings weight is 52.37%.

RankXTLSPY
#1
IRIDIUM COMMUNICATIONS INC (IRDM) - 5.37%
NVIDIA CORP (NVDA) - 8.10%
#2
EXTREME NETWORKS INC (EXTR) - 4.81%
APPLE INC (AAPL) - 7.02%
#3
VIAVI SOLUTIONS INC (VIAV) - 4.75%
MICROSOFT CORP (MSFT) - 4.79%
#4
CIENA CORP (CIEN) - 4.71%
AMAZON.COM INC (AMZN) - 4.02%
#5
VIASAT INC (VSAT) - 4.66%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 4.06%
BROADCOM INC (AVGO) - 3.10%
#7
CISCO SYSTEMS INC (CSCO) - 4.02%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
GLOBALSTAR INC (GSAT) - 3.85%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
APPLIED OPTOELECTRONICS INC (AAOI) - 3.71%
TESLA INC (TSLA) - 1.89%
#10
F5 INC (FFIV) - 3.64%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
LUMENTUM HOLDINGS INC (LITE) - 3.60%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
AST SPACEMOBILE INC ORDINARY SHARES CLASS A (ASTS) - 3.60%
ELI LILLY AND CO (LLY) - 1.31%
#13
ARISTA NETWORKS INC (ANET) - 3.04%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
ONDAS INC (ONDS) - 2.64%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
VERIZON COMMUNICATIONS INC (VZ) - 2.54%
EXXON MOBIL CORP (XOM) - 0.97%
#16
AT&T INC (T) - 2.45%
INTEL CORP (INTC) - 0.90%
#17
T-MOBILE US INC (TMUS) - 2.38%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
MOTOROLA SOLUTIONS INC (MSI) - 2.36%
VISA INC CLASS A (V) - 0.85%
#19
TELEPHONE AND DATA SYSTEMS INC (TDS) - 2.35%
WALMART INC (WMT) - 0.81%
#20
UNITI GROUP INC (UNIT) - 2.32%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
NETSCOUT SYSTEMS INC (NTCT) - 2.21%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
COMCAST CORP CLASS A (CMCSA) - 2.18%
CATERPILLAR INC (CAT) - 0.66%
#23
UBIQUITI INC (UI) - 2.11%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
CALIX INC (CALX) - 2.10%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
HARMONIC INC (HLIT) - 2.04%
ABBVIE INC (ABBV) - 0.58%
Total Holdings41505

XTL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
XTL
-0.43%
Winner
SPY
+1.90%
3M
Winner
XTL
+20.40%
SPY
+8.55%
6M
Winner
XTL
+50.61%
SPY
+8.18%
1Y
Winner
XTL
+117.97%
SPY
+25.79%
5Y(CAGR)
Winner
XTL
+18.60%
SPY
+13.32%
10Y(CAGR)
Winner
XTL
+15.83%
SPY
+15.19%
Max(CAGR)
Winner
XTL
+11.52%
SPY
+8.47%

XTL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXTLSPY
2026+45.28%+8.26%
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 -8.51%. The current SPY drawdown is -2.90%.

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
#6-15.25%
Aug 7, 2020 - Nov 23, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.70%
Oct 31, 2025 - Dec 10, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.67%
Sep 11, 2014 - Dec 22, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.98%
Jun 6, 2017 - Mar 9, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.03%
Feb 12, 2021 - May 27, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.94%
Dec 11, 2025 - Jan 6, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.67%
Mar 12, 2018 - Jun 14, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.51%
Jun 2, 2026 - Jun 5, 2026		-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
20260.28%0.24%
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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