XLSR vs. VTI
Compare and contrast key facts about SPDR SSGA US Sector Rotation ETF (XLSR) and Vanguard Total Stock Market ETF (VTI).
XLSR and VTI 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XLSR or VTI.
Correlation
The correlation between XLSR and VTI is 0.96, 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.
Performance
XLSR vs. VTI - Performance Comparison
Key characteristics
XLSR:
1.44
VTI:
2.13
XLSR:
1.95
VTI:
2.83
XLSR:
1.27
VTI:
1.39
XLSR:
1.91
VTI:
3.18
XLSR:
8.05
VTI:
13.57
XLSR:
2.44%
VTI:
2.01%
XLSR:
13.67%
VTI:
12.80%
XLSR:
-32.94%
VTI:
-55.45%
XLSR:
-2.54%
VTI:
-1.45%
Returns By Period
In the year-to-date period, XLSR achieves a 19.12% return, which is significantly lower than VTI's 26.93% return.
XLSR
19.12%
-0.33%
7.06%
19.48%
12.26%
N/A
VTI
26.93%
0.53%
11.65%
27.25%
14.35%
12.66%
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XLSR vs. VTI - Expense Ratio Comparison
XLSR has a 0.70% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
XLSR vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA US Sector Rotation ETF (XLSR) and Vanguard Total Stock Market ETF (VTI). 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.
Dividends
XLSR vs. VTI - Dividend Comparison
XLSR's dividend yield for the trailing twelve months is around 0.52%, less than VTI's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLSR SPDR SSGA US Sector Rotation ETF | 0.52% | 1.04% | 1.79% | 6.06% | 1.25% | 0.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.24% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
XLSR vs. VTI - Drawdown Comparison
The maximum XLSR drawdown since its inception was -32.94%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for XLSR and VTI. For additional features, visit the drawdowns tool.
Volatility
XLSR vs. VTI - Volatility Comparison
SPDR SSGA US Sector Rotation ETF (XLSR) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.23% and 4.09%, 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.