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XLSR vs XLF
State Street US Sector Rotation ETF vs State Street Financial Select Sector SPDR ETF
Key differences
Both XLSR and XLF are equity ETFs. XLSR charges 0.70% a year and XLF 0.08%. The main difference: XLF costs 0.62% less per year.
- XLF costs 0.62% less per year.
- XLF is much larger than XLSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XLF has delivered higher annualized returns.
- XLF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLSR | XLF | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.08% |
| Fund size (AUM) | $994M | $49.4B |
| Since | 2019 | 1998 |
| Dividend yield | 0.52% | 1.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.4% | +4.6% |
| CAGR 3Y | +17.7% | +20.0% |
| CAGR 5Y | +10.2% | +8.5% |
| Sharpe 3Y | 0.88 | 0.99 |
| Volatility 1Y | 12.59% | 14.62% |
| Max drawdown | -32.94% | -42.86% |
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