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XLSR vs XLI

State Street US Sector Rotation ETF vs State Street Industrial Select Sector SPDR ETF

XLSR

State Street US Sector Rotation ETF

Annual cost

0.70%

Fund size

$994M

XLI

State Street Industrial Select Sector SPDR ETF

Annual cost

0.08%

Fund size

$30.2B

Key differences

Both XLSR and XLI are equity ETFs. XLSR charges 0.70% a year and XLI 0.08%. The main difference: XLI costs 0.62% less per year.

  • XLI costs 0.62% less per year.
  • XLI is much larger than XLSR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, XLI has delivered higher annualized returns.
  • XLI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLSRXLI
Annual cost (TER)0.70%0.08%
Fund size (AUM)$994M$30.2B
Since20191998
Dividend yield0.52%1.18%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.4%+22.7%
CAGR 3Y+17.7%+23.4%
CAGR 5Y+10.2%+12.3%
Sharpe 3Y0.881.16
Volatility 1Y12.59%15.45%
Max drawdown-32.94%-42.33%

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

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