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KOOL vs XLSR
North Shore Equity Rotation ETF vs State Street US Sector Rotation ETF
Key differences
- XLSR costs 0.24% less per year.
- XLSR is significantly larger than KOOL — larger funds tend to be more liquid and less likely to close.
- KOOL follows a active selection strategy; XLSR uses index tracking.
- XLSR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KOOL | XLSR | |
|---|---|---|
| Annual cost (TER) | 0.94% | 0.70% |
| Fund size (AUM) | $59M | $946M |
| Since | 2024 | 2019 |
| Dividend yield | 0.35% | 0.55% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.8% | +26.5% |
| CAGR 3Y | N/A | +18.3% |
| CAGR 5Y | N/A | +10.9% |
| Sharpe 3Y | N/A | 0.92 |
| Volatility 1Y | 12.98% | 12.37% |
| Max drawdown | -20.46% | -32.94% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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