XLSRvsEFIVETF Comparison
State Street SPDR U.S. Sector Rotation ETF (XLSR) and State Street SPDR S&P 500 ESG ETF (EFIV) belong to the same industry segment: US Large Cap. XLSR's top 3 sector exposures are Information Technology, Health Care and Communication Services. In contrast, EFIV's top sector exposures are Information Technology, Communication Services and Health Care. XLSR is more expensive with a Total Expense Ratio (TER) of 0.7%, versus 0.1% for EFIV. XLSR is up 5.34% year-to-date (YTD) with +$66M in YTD flows. EFIV performs better with 10.6% YTD performance, and -$150M in YTD flows. Run a side-by-side ETF comparison of XLSR and EFIV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
XLSR vs EFIV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XLSR EFIV | +0.48%+1.89% | +11.25%+14.02% | +5.34%+10.60% | +24.08%+30.56% | +56.81%+77.49% | +60.52%+100.18% |
| Flows | XLSR EFIV | +$24M+$7M | +$43M+$8M | +$66M-$150M | +$105M-$283M | +$433M-$399M | +$570M+$228M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XLSR EFIV | +16.38%+15.93% | +13.02%+12.49% | +15.98%+15.08% | +17.30%+17.15% |
| Max drawdown | XLSR EFIV | -5.09%-4.21% | -11.09%-9.48% | -20.45%-19.22% | -24.79%-24.63% |
| Max drawdown duration | XLSR EFIV | 20d15d | 122d64d | 155d205d | 760d695d |
XLSR | EFIV | |
Last sale 6/18/2026 at 1:30 PM | $65.54 | $72.97 |
| Previous close 06/18/2026 | $64.65 | $72.13 |
| Consolidated volume 06/18/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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XLSR | EFIV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
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XLSR | EFIV | |
|---|---|---|
| Last price | $65.54 | $72.97 |
| 1D performance | +1.38% | +1.16% |
| AuM | $1.00 B | $1.09 B |
| E/R | 0.7% | 0.1% |
XLSR | EFIV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | State Street Investment Management | State Street Investment Management |
| Benchmark | - | S&P 500 Scored & Screened Index |
| N° of holdings | 393 | 314 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 2, 2019 | July 28, 2020 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
