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