XTN vs IVAL
Comparison between STATE STREET(R) SPDR(R) S&P(R) TRANSPORTATION ETF (XTN, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF).
5-Year PerformanceIVAL has outperformed XTN, delivering a return of +7.9% compared to +5.6%
XTN vs IVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XTN vs IVAL - Historical Returns
Returns include dividend reinvestment.
XTN vs IVAL - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | XTN | IVAL |
|---|---|---|
| 2026 | +21.11% | +10.18% |
| 2025 | +6.76% | +34.83% |
| 2024 | +6.52% | -0.14% |
| 2023 | +25.83% | +21.45% |
| 2022 | -28.41% | -10.65% |
| 2021 | +37.15% | -0.49% |
| 2020 | +10.94% | -5.86% |
| 2019 | +20.84% | +21.63% |
| 2018 | -18.49% | -23.13% |
| 2017 | +21.32% | +30.02% |
| 2016 | +29.68% | +10.36% |
| 2015 | -19.87% | -3.15% |
| 2014 | +34.94% | +0.36% |
| 2013 | +48.05% | N/A |
| 2012 | +18.35% | N/A |
| 2011 | -12.07% | N/A |
XTN vs IVAL Drawdown Comparison
The maximum drawdown for XTN was -43.76%, occurring on Mar 20, 2020. Recovery took 551 trading sessions.
The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.
The current XTN drawdown is -4.73%. The current IVAL drawdown is -4.84%.
| Rank | XTN | IVAL |
|---|---|---|
| #1 | -43.76% Sep 10, 2018 - Nov 16, 2020 | -46.04% Jan 24, 2018 - Mar 19, 2025 |
| #2 | -35.05% Nov 8, 2021 - Jan 6, 2026 | -25.82% May 18, 2015 - Feb 21, 2017 |
| #3 | -33.49% May 10, 2011 - Jan 2, 2013 | -13.12% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -32.28% Mar 20, 2015 - Dec 6, 2016 | -11.24% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -17.28% Feb 6, 2026 - Apr 14, 2026 | -5.22% Oct 27, 2025 - Dec 4, 2025 |
| #6 | -15.96% Apr 21, 2026 - May 4, 2026 | -4.62% Dec 26, 2014 - Feb 3, 2015 |
| #7 | -14.00% Sep 18, 2014 - Oct 28, 2014 | -4.58% Nov 8, 2017 - Dec 21, 2017 |
| #8 | -13.87% Jun 1, 2021 - Nov 1, 2021 | -4.28% Jul 23, 2025 - Aug 8, 2025 |
| #9 | -11.57% Jan 23, 2018 - Sep 10, 2018 | -4.27% Sep 16, 2025 - Oct 27, 2025 |
| #10 | -10.95% Dec 8, 2016 - Jul 12, 2017 | -3.35% Mar 23, 2015 - Apr 15, 2015 |
| #11 | -8.06% Jan 22, 2014 - Mar 6, 2014 | -3.09% Feb 20, 2015 - Mar 23, 2015 |
| #12 | -7.82% Dec 30, 2014 - Feb 24, 2015 | -2.64% Jun 2, 2017 - Jul 12, 2017 |
| #13 | -7.55% Jan 20, 2021 - Feb 8, 2021 | -2.64% Jul 2, 2025 - Jul 23, 2025 |
| #14 | -7.25% May 17, 2013 - Jul 11, 2013 | -2.62% Aug 1, 2017 - Aug 25, 2017 |
| #15 | -6.91% Aug 1, 2013 - Sep 18, 2013 | -2.49% Jun 2, 2025 - Jun 27, 2025 |
Correlation
Correlation between XTN and IVAL is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2011 - 2026)
XTN vs IVAL dividend yield comparison.
| Year | XTN | IVAL |
|---|---|---|
| 2026 | 0.18% | 0.41% |
| 2025 | 0.78% | 2.75% |
| 2024 | 0.93% | 3.60% |
| 2023 | 0.73% | 5.15% |
| 2022 | 1.04% | 8.00% |
| 2021 | 1.02% | 3.95% |
| 2020 | 0.75% | 2.07% |
| 2019 | 1.17% | 2.51% |
| 2018 | 0.98% | 2.93% |
| 2017 | 0.63% | 1.73% |
| 2016 | 0.66% | 2.02% |
| 2015 | 1.03% | 1.86% |
| 2014 | 0.39% | 0.20% |
| 2013 | 0.42% | 0.00% |
| 2012 | 0.83% | 0.00% |
| 2011 | 0.51% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks