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XLSR vs SPY

Comparison between STATE STREET(R) US SECTOR ROTATION ETF (XLSR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed XLSR, delivering a return of +13.3% compared to +9.5%

XLSR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLSR
$946M
Winner
SPY
$735B
Expense Ratio
XLSR
0.70%
Winner
SPY
0.09%
Max Drawdown
Winner
XLSR
32.94%
SPY
56.47%
Sharpe Ratio
XLSR
1.38
Winner
SPY
1.62
5Y Beta
XLSR
1.03
Winner
SPY
1.00
P/E Ratio
XLSR
N/A
SPY
28.99
Forward P/E
XLSR
N/A
SPY
22.37
5Y Dividends CAGR
XLSR
-1.04%
Winner
SPY
5.43%
5Y EPS CAGR
XLSR
N/A
SPY
26.05%
Debt to Equity
XLSR
N/A
SPY
32.40%
P/S Ratio
XLSR
N/A
SPY
3.74
P/B Ratio
XLSR
N/A
SPY
5.61

XLSR vs SPY - Holdings Comparison

XLSR and SPY have 24 common holdings. Overlap is 25.76%

XLSR's top 25 holdings weight is 99.70%. SPY's top 25 holdings weight is 52.37%.

RankXLSRSPY
#1
STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 24.60%
NVIDIA CORP (NVDA) - 8.10%
#2
STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 19.23%
APPLE INC (AAPL) - 7.02%
#3
STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 7.93%
MICROSOFT CORP (MSFT) - 4.79%
#4
ALPHABET INC CLASS A (GOOGL) - 6.32%
AMAZON.COM INC (AMZN) - 4.02%
#5
STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 5.93%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ALPHABET INC CLASS C (GOOG) - 4.87%
BROADCOM INC (AVGO) - 3.10%
#7
NVIDIA CORP (NVDA) - 4.67%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
APPLE INC (AAPL) - 4.08%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 3.82%
TESLA INC (TSLA) - 1.89%
#10
META PLATFORMS INC CLASS A (META) - 3.37%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 3.06%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 2.94%
ELI LILLY AND CO (LLY) - 1.31%
#13
MICROSOFT CORP (MSFT) - 2.69%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
BROADCOM INC (AVGO) - 1.73%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
NETFLIX INC (NFLX) - 0.85%
EXXON MOBIL CORP (XOM) - 0.97%
#16
WALMART INC (WMT) - 0.65%
INTEL CORP (INTC) - 0.90%
#17
AMAZON.COM INC (AMZN) - 0.52%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
COSTCO WHOLESALE CORP (COST) - 0.51%
VISA INC CLASS A (V) - 0.85%
#19
VERIZON COMMUNICATIONS INC (VZ) - 0.42%
WALMART INC (WMT) - 0.81%
#20
AT&T INC (T) - 0.35%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
COCA-COLA CO (KO) - 0.30%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
EXXON MOBIL CORP (XOM) - 0.27%
CATERPILLAR INC (CAT) - 0.66%
#23
PROCTER & GAMBLE CO (PG) - 0.27%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
PHILIP MORRIS INTERNATIONAL INC (PM) - 0.17%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
THE WALT DISNEY CO (DIS) - 0.15%
ABBVIE INC (ABBV) - 0.58%
Total Holdings31505

XLSR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
XLSR
+1.40%
Winner
SPY
+1.90%
3M
XLSR
+6.59%
Winner
SPY
+8.55%
6M
XLSR
+2.92%
Winner
SPY
+8.18%
1Y
XLSR
+23.09%
Winner
SPY
+25.79%
5Y(CAGR)
XLSR
+9.47%
Winner
SPY
+13.32%
10Y(CAGR)
XLSR
N/A
SPY
+15.19%
Max(CAGR)
Winner
XLSR
+12.79%
SPY
+8.47%

XLSR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLSRSPY
2026+3.75%+8.26%
2025+17.68%+18.00%
2024+18.70%+25.59%
2023+19.47%+26.72%
2022-16.22%-18.64%
2021+22.13%+30.52%
2020+19.32%+17.28%
2019+14.13%+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

XLSR vs SPY Drawdown Comparison

The maximum drawdown for XLSR was -32.94%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current XLSR drawdown is -3.06%. The current SPY drawdown is -2.90%.

RankXLSRSPY
#1-32.94%
Feb 19, 2020 - Aug 12, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.32%
Jan 4, 2022 - Jan 19, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.57%
Feb 19, 2025 - Jul 24, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.06%
Dec 26, 2025 - Apr 30, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.24%
Jul 16, 2024 - Oct 9, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.48%
Sep 2, 2020 - Nov 13, 2020		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.10%
May 3, 2019 - Jun 20, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.11%
Feb 12, 2021 - Apr 5, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.80%
Sep 3, 2021 - Nov 3, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.43%
Mar 28, 2024 - May 15, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.35%
Dec 6, 2024 - Feb 13, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.02%
Jul 12, 2019 - Sep 5, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.46%
May 7, 2021 - Jun 2, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.24%
Oct 29, 2025 - Nov 25, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.09%
Sep 12, 2019 - Oct 25, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between XLSR and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

XLSR vs SPY dividend yield comparison.

YearXLSRSPY
20260.11%0.24%
20250.58%1.07%
20240.66%1.21%
20231.04%1.40%
20221.80%1.65%
20213.44%1.20%
20201.25%1.52%
20190.94%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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