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XLSR vs SPYV
State Street US Sector Rotation ETF vs State Street SPDR Portfolio S&P 500 Value ETF
Key differences
Both XLSR and SPYV are equity ETFs. XLSR charges 0.70% a year and SPYV 0.04%. The main difference: SPYV costs 0.66% less per year.
- SPYV costs 0.66% less per year.
- SPYV is much larger than XLSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XLSR has delivered higher annualized returns.
- SPYV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLSR | SPYV | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.04% |
| Fund size (AUM) | $994M | $35.3B |
| Since | 2019 | 2000 |
| Dividend yield | 0.52% | 1.69% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.4% | +21.3% |
| CAGR 3Y | +17.7% | +16.6% |
| CAGR 5Y | +10.2% | +10.8% |
| Sharpe 3Y | 0.88 | 1.00 |
| Volatility 1Y | 12.59% | 9.94% |
| Max drawdown | -32.94% | -36.89% |
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