Screener
XLSR vs FISR
State Street US Sector Rotation ETF vs State Street Fixed Income Sector Rotation ETF
Key differences
- FISR costs 0.20% less per year.
- XLSR is classified as equity, while FISR is fixed income — different risk/return profiles.
- Over the last 3 years, XLSR has delivered higher annualized returns.
Side-by-side comparison
| XLSR | FISR | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.50% |
| Fund size (AUM) | $946M | $514M |
| Since | 2019 | 2019 |
| Dividend yield | 0.55% | 4.11% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.5% | +5.5% |
| CAGR 3Y | +18.3% | +3.0% |
| CAGR 5Y | +10.9% | -0.7% |
| Sharpe 3Y | 0.92 | -0.06 |
| Volatility 1Y | 12.37% | 4.41% |
| Max drawdown | -32.94% | -20.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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