Compare · 2 funds side by side · dividends reinvested

XTL and IYZ

XTLSPDR×IYZiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,427XTL · best of the two

02 / 04

XTL and IYZ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Telecom ETFSectors · Communication0.35%1.05%+21.2%+21.7%+43.1%+15.4%−25.3%31.5%$452M1.4

iShares U.S. Telecommunications ETFSectors · Communication0.37%1.75%+14.7%+20.1%+26.3%+6.0%−17.6%21.8%$711M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: XTL 2011 · IYZ 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Telecom ETF · $452M$20,427

XTL

IYZ

iShares U.S. Telecommunications ETF · $711M$13,366

$10,000 five years ago, dividends reinvested · they hold 46.2% in common

XTLMeasureIYZ

+21.2%Year to dateJan 1 → Nov 4+14.7%

+21.7%1 yearTotal return+20.1%

+43.1%3 years · per year$10,000 became $29,311 · $20,157+26.3%

+15.4%5 years · per year$10,000 became $20,427 · $13,366+6.0%

0.35%Expense ratio$35 · $37 a year on $10k · lower is better0.37%

1.05%Trailing 12-mo yield$105 · $175 a year on $10k1.75%

−25.3%Worst dropSmaller is better−17.6%

31.5%VolatilityLower is calmer21.8%

XTLIYZ Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3XTL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XTL vs IYZ: Top 5 Holdings

Today

XTL

17.6%in top 5

IYZ

in top 554.3%

XTLStockIYZ

not top 5CSCO23.5%

not top 5VZ11.5%

not top 5ANET10.8%

not top 5T4.3%

3.6%MSI4.1%

3.6%EXTRnot top 5

3.5%UInot top 5

3.5%DGIInot top 5

3.5%VSATnot top 5

Held in common46.2%

End-of-day Nov 4, 2026 · share of each fund

XTL vs IYZ Returns, Every Period

SPDRXTL

+15.4%

5 years, per year

IYZiShares

+6.0%

5 years, per year

XTLIYZFaded: behind in that period

4–0XTL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

XTL vs IYZ

YTD

SPDRXTL

+21.2%

IYZiShares

+14.7%

+21.2%Year to date+14.7%

−25.3%Worst drop · 1Y−17.6%

31.5%Volatility · 1Y21.8%

1.0%Yield1.7%

$452MAssets$711M

3–1IYZ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XTL, IYZ

Today

0.35%lowest, XTL

FundExpense ratioFee$10k

XTL0.35%$35

IYZ0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XTL, IYZ

1.75%highest, IYZ

FundTrailing yieldYield$10k

IYZ1.75%$175

XTL1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$138most kept, IYZ

IYZ$175 − $37 = $138

XTL$105 − $35 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XTL, IYZ

Today

46.2%most shared, XTL and IYZ

XTLIYZ

XTL—46.2%

IYZ46.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.7%XTL, at 31.5% volatility

IYZWorst drop−17.6%21.8% vol

XTLWorst drop−25.3%31.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IYZXTL

+14.7%Year to date+21.2%

1.7%Yield1.0%

+20.1%Past year+21.7%

0.37%Fee0.35%

3–1XTL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026