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XLSR vs XLU
State Street US Sector Rotation ETF vs State Street Utilities Select Sector SPDR ETF
Key differences
Both XLSR and XLU are equity ETFs. XLSR charges 0.70% a year and XLU 0.08%. The main difference: XLU costs 0.62% less per year.
- XLU costs 0.62% less per year.
- XLU 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.
- XLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLSR | XLU | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.08% |
| Fund size (AUM) | $994M | $22.4B |
| Since | 2019 | 1998 |
| Dividend yield | 0.52% | 2.68% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.4% | +12.7% |
| CAGR 3Y | +17.7% | +14.4% |
| CAGR 5Y | +10.2% | +9.6% |
| Sharpe 3Y | 0.88 | 0.69 |
| Volatility 1Y | 12.59% | 14.49% |
| Max drawdown | -32.94% | -36.07% |
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