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XLSR vs SPY
State Street US Sector Rotation ETF vs State Street SPDR S&P 500 ETF Trust
Key differences
Both XLSR and SPY are equity ETFs. XLSR charges 0.70% a year and SPY 0.09%. The main difference: SPY costs 0.61% less per year.
- SPY costs 0.61% less per year.
- SPY is much larger than XLSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPY has delivered higher annualized returns.
- SPY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLSR | SPY | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.09% |
| Fund size (AUM) | $994M | $783.8B |
| Since | 2019 | 1993 |
| Dividend yield | 0.52% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.4% | +25.2% |
| CAGR 3Y | +17.7% | +22.4% |
| CAGR 5Y | +10.2% | +13.5% |
| Sharpe 3Y | 0.88 | 1.17 |
| Volatility 1Y | 12.59% | 12.12% |
| Max drawdown | -32.94% | -33.72% |
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