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XLSR vs DIA

State Street US Sector Rotation ETF vs State Street SPDR Dow Jones Industrial Average ETF Trust

XLSR

State Street US Sector Rotation ETF

Annual cost

0.70%

Fund size

$994M

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust

Annual cost

0.16%

Fund size

$44.8B

Key differences

Both XLSR and DIA are equity ETFs. XLSR charges 0.70% a year and DIA 0.16%. The main difference: DIA costs 0.54% less per year.

  • DIA costs 0.54% less per year.
  • DIA is much larger than XLSR. Larger funds are usually more liquid and less likely to close.
  • DIA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLSRDIA
Annual cost (TER)0.70%0.16%
Fund size (AUM)$994M$44.8B
Since20191998
Dividend yield0.52%1.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.5%+21.9%
CAGR 3Y+17.4%+17.3%
CAGR 5Y+10.3%+9.9%
Sharpe 3Y0.870.99
Volatility 1Y12.58%12.27%
Max drawdown-32.94%-36.70%

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

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