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XLSR vs DGT

State Street US Sector Rotation ETF vs State Street SPDR Global Dow ETF

XLSR

State Street US Sector Rotation ETF

Annual cost

0.70%

Fund size

$994M

DGT

State Street SPDR Global Dow ETF

Annual cost

0.50%

Fund size

$628M

Key differences

Both XLSR and DGT are equity ETFs. XLSR charges 0.70% a year and DGT 0.50%. The main difference: XLSR covers North America; DGT covers global markets.

  • XLSR covers North America; DGT covers global markets.
  • DGT costs 0.20% less per year.
  • Over the last three years, DGT has delivered higher annualized returns.
  • DGT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLSRDGT
Annual cost (TER)0.70%0.50%
Fund size (AUM)$994M$628M
Since20192000
Dividend yield0.52%2.52%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+23.5%+29.2%
CAGR 3Y+17.4%+23.1%
CAGR 5Y+10.3%+13.4%
Sharpe 3Y0.871.34
Volatility 1Y12.58%12.24%
Max drawdown-32.94%-34.40%

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

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