Correlation
The correlation between FISR and XLSR is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FISR vs. XLSR
Compare and contrast key facts about SPDR SSGA Fixed Income Sector Rotation ETF (FISR) and SPDR SSGA US Sector Rotation ETF (XLSR).
FISR and XLSR 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. XLSR is an actively managed fund by State Street. It was launched on Apr 2, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISR or XLSR.
Performance
FISR vs. XLSR - Performance Comparison
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Key characteristics
FISR:
0.88
XLSR:
0.38
FISR:
1.26
XLSR:
0.58
FISR:
1.15
XLSR:
1.08
FISR:
0.34
XLSR:
0.32
FISR:
2.16
XLSR:
1.11
FISR:
2.35%
XLSR:
5.90%
FISR:
5.73%
XLSR:
21.47%
FISR:
-20.27%
XLSR:
-32.94%
FISR:
-10.37%
XLSR:
-6.23%
Returns By Period
In the year-to-date period, FISR achieves a 1.76% return, which is significantly higher than XLSR's -1.35% return.
FISR
1.76%
-1.09%
0.15%
5.03%
0.75%
-1.65%
N/A
XLSR
-1.35%
5.67%
-3.74%
8.03%
9.10%
12.67%
N/A
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FISR vs. XLSR - Expense Ratio Comparison
FISR has a 0.50% expense ratio, which is lower than XLSR's 0.70% expense ratio.
Risk-Adjusted Performance
FISR vs. XLSR — Risk-Adjusted Performance Rank
FISR
XLSR
FISR vs. XLSR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA Fixed Income Sector Rotation ETF (FISR) and SPDR SSGA US Sector Rotation ETF (XLSR). 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.
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Dividends
FISR vs. XLSR - Dividend Comparison
FISR's dividend yield for the trailing twelve months is around 3.76%, more than XLSR's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
FISR SPDR SSGA Fixed Income Sector Rotation ETF | 3.76% | 3.59% | 3.50% | 2.19% | 1.87% | 2.47% | 2.99% |
XLSR SPDR SSGA US Sector Rotation ETF | 0.67% | 0.66% | 1.04% | 1.80% | 6.06% | 1.25% | 0.94% |
Drawdowns
FISR vs. XLSR - Drawdown Comparison
The maximum FISR drawdown since its inception was -20.27%, smaller than the maximum XLSR drawdown of -32.94%. Use the drawdown chart below to compare losses from any high point for FISR and XLSR.
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Volatility
FISR vs. XLSR - Volatility Comparison
The current volatility for SPDR SSGA Fixed Income Sector Rotation ETF (FISR) is 1.79%, while SPDR SSGA US Sector Rotation ETF (XLSR) has a volatility of 4.72%. This indicates that FISR experiences smaller price fluctuations and is considered to be less risky than XLSR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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