XLSR vs. ITOT
Compare and contrast key facts about SPDR SSGA US Sector Rotation ETF (XLSR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
XLSR and ITOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLSR is an actively managed fund by State Street. It was launched on Apr 2, 2019. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Performance
XLSR vs. ITOT - Performance Comparison
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XLSR vs. ITOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XLSR SPDR SSGA US Sector Rotation ETF | -7.22% | 17.34% | 17.60% | 18.95% | -15.70% | 20.47% | 20.23% | 14.13% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | -4.00% | 17.00% | 23.80% | 26.12% | -19.47% | 25.68% | 20.71% | 13.13% |
Returns By Period
In the year-to-date period, XLSR achieves a -7.22% return, which is significantly lower than ITOT's -4.00% return.
XLSR
- 1D
- 3.23%
- 1M
- -5.68%
- YTD
- -7.22%
- 6M
- -2.89%
- 1Y
- 14.41%
- 3Y*
- 13.74%
- 5Y*
- 8.42%
- 10Y*
- —
ITOT
- 1D
- 2.98%
- 1M
- -4.92%
- YTD
- -4.00%
- 6M
- -1.67%
- 1Y
- 18.07%
- 3Y*
- 17.83%
- 5Y*
- 10.46%
- 10Y*
- 13.57%
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XLSR vs. ITOT - Expense Ratio Comparison
XLSR has a 0.70% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Return for Risk
XLSR vs. ITOT — Risk / Return Rank
XLSR
ITOT
XLSR vs. ITOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA US Sector Rotation ETF (XLSR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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 | ITOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.97 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.49 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.51 | -0.39 |
Martin ratioReturn relative to average drawdown | 4.85 | 7.22 | -2.37 |
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 | ITOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.97 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.61 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.54 | +0.03 |
Correlation
The correlation between XLSR and ITOT is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
XLSR vs. ITOT - Dividend Comparison
XLSR's dividend yield for the trailing twelve months is around 0.60%, less than ITOT's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLSR SPDR SSGA US Sector Rotation ETF | 0.60% | 0.58% | 0.66% | 1.04% | 1.80% | 3.44% | 1.25% | 0.94% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.13% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
Drawdowns
XLSR vs. ITOT - Drawdown Comparison
The maximum XLSR drawdown since its inception was -32.94%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for XLSR and ITOT.
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Drawdown Indicators
| XLSR | ITOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.94% | -55.20% | +22.26% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -12.34% | -0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -25.36% | +2.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -8.19% | -6.18% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -5.42% | -7.02% | +1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.59% | +0.47% |
Volatility
XLSR vs. ITOT - Volatility Comparison
SPDR SSGA US Sector Rotation ETF (XLSR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT) have volatilities of 5.63% and 5.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XLSR | ITOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 5.47% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 9.76% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.36% | 18.67% | +0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.16% | 17.37% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 18.25% | +1.96% |