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EZRO vs XLSR

Alphadroid Defensive Sector Rotation ETF vs State Street US Sector Rotation ETF

EZRO

Alphadroid Defensive Sector Rotation ETF

Annual cost

1.01%

Fund size

$35M

XLSR

State Street US Sector Rotation ETF

Annual cost

0.70%

Fund size

$994M

Key differences

Both EZRO and XLSR are equity ETFs. EZRO charges 1.01% a year and XLSR 0.70%. The main difference: XLSR costs 0.31% less per year.

  • XLSR costs 0.31% less per year.
  • XLSR is much larger than EZRO. Larger funds are usually more liquid and less likely to close.
  • XLSR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EZROXLSR
Annual cost (TER)1.01%0.70%
Fund size (AUM)$35M$994M
Since20252019
Dividend yield0.52%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+22.4%
CAGR 3YN/A+17.7%
CAGR 5YN/A+10.2%
Sharpe 3YN/A0.88
Volatility 1Y12.59%
Max drawdown-11.57%-32.94%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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