FISR vs. XLE
Compare and contrast key facts about SPDR SSGA Fixed Income Sector Rotation ETF (FISR) and State Street Energy Select Sector SPDR ETF (XLE).
FISR and XLE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FISR is an actively managed fund by State Street. It was launched on Apr 2, 2019. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998.
Performance
FISR vs. XLE - Performance Comparison
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FISR vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FISR SPDR SSGA Fixed Income Sector Rotation ETF | -0.07% | 6.32% | 1.01% | 5.28% | -15.73% | -1.70% | 5.86% | 6.81% |
XLE State Street Energy Select Sector SPDR ETF | 32.76% | 7.88% | 5.56% | -0.63% | 64.32% | 53.28% | -32.67% | -3.50% |
Returns By Period
In the year-to-date period, FISR achieves a -0.07% return, which is significantly lower than XLE's 32.76% return.
FISR
- 1D
- -0.01%
- 1M
- -1.44%
- YTD
- -0.07%
- 6M
- 0.55%
- 1Y
- 3.07%
- 3Y*
- 2.98%
- 5Y*
- -0.58%
- 10Y*
- —
XLE
- 1D
- -3.74%
- 1M
- 4.06%
- YTD
- 32.76%
- 6M
- 34.01%
- 1Y
- 29.50%
- 3Y*
- 16.22%
- 5Y*
- 23.05%
- 10Y*
- 11.23%
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FISR vs. XLE - Expense Ratio Comparison
FISR has a 0.50% expense ratio, which is higher than XLE's 0.08% expense ratio.
Return for Risk
FISR vs. XLE — Risk / Return Rank
FISR
XLE
FISR vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA Fixed Income Sector Rotation ETF (FISR) and State Street Energy Select Sector SPDR ETF (XLE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FISR | XLE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.18 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.56 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.61 | -0.56 |
Martin ratioReturn relative to average drawdown | 2.83 | 4.23 | -1.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FISR | XLE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.18 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.89 | -0.98 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.38 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.31 | -0.18 |
Correlation
The correlation between FISR and XLE is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FISR vs. XLE - Dividend Comparison
FISR's dividend yield for the trailing twelve months is around 4.11%, more than XLE's 2.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISR SPDR SSGA Fixed Income Sector Rotation ETF | 4.11% | 3.97% | 3.59% | 3.50% | 2.19% | 1.87% | 2.47% | 2.99% | 0.00% | 0.00% | 0.00% | 0.00% |
XLE State Street Energy Select Sector SPDR ETF | 2.53% | 3.28% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 6.72% | 3.54% | 3.03% | 2.26% | 3.39% |
Drawdowns
FISR vs. XLE - Drawdown Comparison
The maximum FISR drawdown since its inception was -20.27%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for FISR and XLE.
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Drawdown Indicators
| FISR | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.27% | -71.26% | +50.99% |
Max Drawdown (1Y)Largest decline over 1 year | -3.31% | -18.79% | +15.48% |
Max Drawdown (5Y)Largest decline over 5 years | -20.10% | -26.04% | +5.94% |
Max Drawdown (10Y)Largest decline over 10 years | — | -66.81% | — |
Current DrawdownCurrent decline from peak | -6.43% | -5.74% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -18.05% | +10.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.23% | 7.15% | -5.92% |
Volatility
FISR vs. XLE - Volatility Comparison
The current volatility for SPDR SSGA Fixed Income Sector Rotation ETF (FISR) is 1.97%, while State Street Energy Select Sector SPDR ETF (XLE) has a volatility of 6.45%. This indicates that FISR experiences smaller price fluctuations and is considered to be less risky than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FISR | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.97% | 6.45% | -4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 3.06% | 14.46% | -11.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.99% | 25.21% | -20.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.56% | 26.09% | -19.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.39% | 29.50% | -23.11% |