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XLSR vs SPGM

State Street US Sector Rotation ETF vs State Street SPDR Portfolio MSCI Global Stock Market ETF

XLSR

State Street US Sector Rotation ETF

Annual cost

0.70%

Fund size

$994M

SPGM

State Street SPDR Portfolio MSCI Global Stock Market ETF

Annual cost

0.09%

Fund size

$1.7B

Key differences

Both XLSR and SPGM are equity ETFs. XLSR charges 0.70% a year and SPGM 0.09%. The main difference: XLSR covers North America; SPGM covers global markets.

  • XLSR covers North America; SPGM covers global markets.
  • SPGM costs 0.61% less per year.
  • Over the last three years, SPGM has delivered higher annualized returns.
  • SPGM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLSRSPGM
Annual cost (TER)0.70%0.09%
Fund size (AUM)$994M$1.7B
Since20192012
Dividend yield0.52%1.67%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+23.5%+29.1%
CAGR 3Y+17.4%+21.3%
CAGR 5Y+10.3%+11.1%
Sharpe 3Y0.871.16
Volatility 1Y12.58%13.27%
Max drawdown-32.94%-33.97%

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

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