Screener
XLSR vs SPTS
State Street US Sector Rotation ETF vs State Street SPDR Portfolio Short Term Treasury ETF
Key differences
- SPTS costs 0.67% less per year.
- SPTS is significantly larger than XLSR — larger funds tend to be more liquid and less likely to close.
- XLSR is classified as equity, while SPTS is fixed income — different risk/return profiles.
- Over the last 3 years, XLSR has delivered higher annualized returns.
- SPTS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLSR | SPTS | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.03% |
| Fund size (AUM) | $946M | $6.0B |
| Since | 2019 | 2011 |
| Dividend yield | 0.55% | 3.94% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.5% | +3.5% |
| CAGR 3Y | +18.3% | +4.0% |
| CAGR 5Y | +10.9% | +1.8% |
| Sharpe 3Y | 0.92 | 0.21 |
| Volatility 1Y | 12.37% | 1.32% |
| Max drawdown | -32.94% | -5.71% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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