XLSR vs. GQGU
XLSR (SPDR SSGA US Sector Rotation ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a correlation of -0.12, they often move in opposite directions. XLSR charges 0.70%/yr vs 0.49%/yr for GQGU.
Performance
XLSR vs. GQGU - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with XLSR having a 6.52% return and GQGU slightly higher at 6.60%.
XLSR
- 1D
- -0.45%
- 1M
- 5.12%
- YTD
- 6.52%
- 6M
- 6.27%
- 1Y
- 25.83%
- 3Y*
- 17.65%
- 5Y*
- 10.06%
- 10Y*
- —
GQGU
- 1D
- -1.06%
- 1M
- -1.65%
- YTD
- 6.60%
- 6M
- 7.16%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XLSR vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XLSR SPDR SSGA US Sector Rotation ETF | 6.52% | 12.90% |
GQGU GQG US Equity ETF | 6.60% | -1.14% |
Correlation
The correlation between XLSR and GQGU is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 15, 2025 | -0.12 |
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Return for Risk
XLSR vs. GQGU — Risk / Return Rank
XLSR
GQGU
XLSR vs. GQGU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA US Sector Rotation ETF (XLSR) and GQG US Equity ETF (GQGU). 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.
| XLSR | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | — | — |
| Martin ratioReturn relative to average drawdown | 10.44 | — | — |
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
| XLSR | GQGU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.12 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.60 | +0.06 |
Drawdowns
XLSR vs. GQGU - Drawdown Comparison
The maximum XLSR drawdown since its inception was -32.94%, which is greater than GQGU's maximum drawdown of -6.65%. Use the drawdown chart below to compare losses from any high point for XLSR and GQGU.
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Drawdown Indicators
| XLSR | GQGU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.94% | -6.65% | -26.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -20.57% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | — | — |
Current DrawdownCurrent decline from peak | -0.45% | -4.66% | +4.21% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -2.54% | -2.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | — | — |
Volatility
XLSR vs. GQGU - Volatility Comparison
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Volatility by Period
| XLSR | GQGU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.26% | 10.14% | +2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.08% | 10.14% | +6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.04% | 10.14% | +9.90% |
XLSR vs. GQGU - Expense Ratio Comparison
XLSR has a 0.70% expense ratio, which is higher than GQGU's 0.49% expense ratio.
Dividends
XLSR vs. GQGU - Dividend Comparison
XLSR's dividend yield for the trailing twelve months is around 0.52%, less than GQGU's 0.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
GQGU GQG US Equity ETF | 0.96% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLSR SPDR SSGA US Sector Rotation ETF | 0.52% | 0.58% | 0.66% | 1.04% | 1.80% | 3.44% | 1.25% | 0.94% |
Frequently Asked Questions
XLSR and GQGU have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GQGU is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GQGU is cheaper with a 0.49% expense ratio, compared with 0.70% for XLSR.
GQGU has the higher dividend yield at 0.96%, compared with 0.52% for XLSR.
They also come from different issuers: State Street and GQG Partners. Their fees differ too: 0.70% for XLSR and 0.49% for GQGU.
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