KXI vs. SPLV
Compare and contrast key facts about iShares Global Consumer Staples ETF (KXI) and Invesco S&P 500 Low Volatility ETF (SPLV).
KXI and SPLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KXI is a passively managed fund by iShares that tracks the performance of the S&P Global Consumer Staples Index. It was launched on Sep 21, 2006. SPLV is a passively managed fund by Invesco that tracks the performance of the S&P 500 Low Volatility Index. It was launched on May 5, 2011. Both KXI and SPLV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
KXI vs. SPLV - Performance Comparison
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KXI vs. SPLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 3.73% | 9.68% | 4.20% | 2.41% | -6.02% | 13.71% | 7.69% | 23.40% | -10.71% | 17.60% |
SPLV Invesco S&P 500 Low Volatility ETF | 3.24% | 4.10% | 13.93% | 0.53% | -4.88% | 24.13% | -1.39% | 27.87% | -0.19% | 17.32% |
Returns By Period
In the year-to-date period, KXI achieves a 3.73% return, which is significantly higher than SPLV's 3.24% return. Over the past 10 years, KXI has underperformed SPLV with an annualized return of 5.73%, while SPLV has yielded a comparatively higher 8.34% annualized return.
KXI
- 1D
- 0.07%
- 1M
- -7.18%
- YTD
- 3.73%
- 6M
- 5.87%
- 1Y
- 6.85%
- 3Y*
- 5.33%
- 5Y*
- 5.36%
- 10Y*
- 5.73%
SPLV
- 1D
- 0.26%
- 1M
- -5.14%
- YTD
- 3.24%
- 6M
- 1.55%
- 1Y
- 0.27%
- 3Y*
- 7.81%
- 5Y*
- 6.88%
- 10Y*
- 8.34%
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KXI vs. SPLV - Expense Ratio Comparison
KXI has a 0.46% expense ratio, which is higher than SPLV's 0.25% expense ratio.
Return for Risk
KXI vs. SPLV — Risk / Return Rank
KXI
SPLV
KXI vs. SPLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Staples ETF (KXI) and Invesco S&P 500 Low Volatility ETF (SPLV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| KXI | SPLV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.02 | +0.50 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.12 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.02 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 0.03 | +0.66 |
Martin ratioReturn relative to average drawdown | 2.00 | 0.09 | +1.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KXI | SPLV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.02 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.56 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.54 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.69 | -0.20 |
Correlation
The correlation between KXI and SPLV is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
KXI vs. SPLV - Dividend Comparison
KXI's dividend yield for the trailing twelve months is around 2.21%, more than SPLV's 2.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 2.21% | 2.29% | 2.51% | 2.99% | 1.98% | 2.26% | 2.34% | 2.17% | 2.97% | 2.17% | 2.34% | 2.20% |
SPLV Invesco S&P 500 Low Volatility ETF | 2.12% | 2.04% | 1.88% | 2.45% | 2.11% | 1.51% | 2.12% | 2.08% | 2.18% | 2.03% | 2.03% | 2.28% |
Drawdowns
KXI vs. SPLV - Drawdown Comparison
The maximum KXI drawdown since its inception was -42.27%, which is greater than SPLV's maximum drawdown of -36.26%. Use the drawdown chart below to compare losses from any high point for KXI and SPLV.
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Drawdown Indicators
| KXI | SPLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.27% | -36.26% | -6.01% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -8.88% | -1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -17.26% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -24.59% | -36.26% | +11.67% |
Current DrawdownCurrent decline from peak | -8.84% | -5.14% | -3.70% |
Average DrawdownAverage peak-to-trough decline | -5.35% | -3.54% | -1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 2.89% | +0.66% |
Volatility
KXI vs. SPLV - Volatility Comparison
iShares Global Consumer Staples ETF (KXI) has a higher volatility of 4.15% compared to Invesco S&P 500 Low Volatility ETF (SPLV) at 3.08%. This indicates that KXI's price experiences larger fluctuations and is considered to be riskier than SPLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KXI | SPLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 3.08% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 8.55% | 6.84% | +1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 12.68% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.29% | 12.43% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.69% | 15.35% | -1.66% |