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XLSR vs MOOD
State Street US Sector Rotation ETF vs Relative Sentiment Tactical Allocation ETF
Key differences
- XLSR is significantly larger than MOOD — larger funds tend to be more liquid and less likely to close.
- XLSR is classified as equity, while MOOD is mixed asset — different risk/return profiles.
- XLSR follows a index tracking strategy; MOOD uses active selection.
- Over the last 3 years, MOOD has delivered higher annualized returns.
Side-by-side comparison
| XLSR | MOOD | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.73% |
| Fund size (AUM) | $946M | $116M |
| Since | 2019 | 2022 |
| Dividend yield | 0.55% | 0.36% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.5% | +36.9% |
| CAGR 3Y | +18.3% | +20.3% |
| CAGR 5Y | +10.9% | N/A |
| Sharpe 3Y | 0.92 | 1.43 |
| Volatility 1Y | 12.37% | 14.13% |
| Max drawdown | -32.94% | -14.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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