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 -0.16, 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
In the year-to-date period, XLSR achieves a 2.67% return, which is significantly lower than GQGU's 4.84% return.
XLSR
- 1D
- -1.63%
- 1M
- -2.30%
- YTD
- 2.67%
- 6M
- 1.98%
- 1Y
- 20.16%
- 3Y*
- 15.52%
- 5Y*
- 9.34%
- 10Y*
- —
GQGU
- 1D
- 1.90%
- 1M
- -3.53%
- YTD
- 4.84%
- 6M
- 4.93%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XLSR vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XLSR SPDR SSGA US Sector Rotation ETF | 2.67% | 13.15% |
GQGU GQG US Equity ETF | 4.84% | -1.12% |
Correlation
The correlation between XLSR and GQGU is -0.16, 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 14, 2025 | -0.16 |
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Return for Risk
XLSR vs. GQGU — Risk / Return Rank
XLSR
GQGU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XLSR | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.28 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | — | — |
| Martin ratioReturn relative to average drawdown | 7.89 | — | — |
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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 -8.41%. 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% | -8.41% | -24.53% |
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 | -4.05% | -6.23% | +2.18% |
Average DrawdownAverage peak-to-trough decline | -5.31% | -2.71% | -2.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | — | — |
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 | 5.38% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.14% | 10.54% | +2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 10.54% | +6.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.06% | 10.54% | +9.52% |
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 0.54%, less than GQGU's 0.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
GQGU GQG US Equity ETF | 0.97% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLSR SPDR SSGA US Sector Rotation ETF | 0.54% | 0.58% | 0.66% | 1.04% | 1.80% | 3.44% | 1.25% | 0.94% |
Frequently Asked Questions
XLSR and GQGU have a correlation of -0.16, 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 0.97%, compared with 0.54% 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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