XLSR vs. SECT ETF Comparison

Comparison of SPDR SSGA U.S. Sector Rotation ETF (XLSR) to Main Sector Rotation ETF (SECT)
XLSR

SPDR SSGA U.S. Sector Rotation ETF

XLSR Description

The investment seeks to provide capital appreciation. The fund is a "fund of funds," meaning that it primarily invests its assets in securities of other exchange-traded funds ("ETFs"). In particular, it allocates its assets among ETFs that each focus on common stocks of companies included in an individual sector of the S&P 500® Index, as determined by the Global Industry Classification Standard (GICS®). Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings for investments purposes) directly or indirectly through the underlying ETFs, in securities of U.S. companies.

Grade (RS Rating)

Last Trade

$54.23

Average Daily Volume

37,133

Number of Holdings *

1

* may have additional holdings in another (foreign) market
SECT

Main Sector Rotation ETF

SECT Description The investment seeks to outperform the S&P 500 in rising markets while limiting losses during periods of decline. The fund utilizes a fund of funds structure to invest in sector based equity ETFs. It seeks to achieve its objective through dynamic sector rotation. The Adviser focuses its research primarily on sector selection by carefully reviewing the sector, industry, and sub-industries in the fund's portfolio. The Adviser chooses sectors it believes are undervalued and poised to respond favorably to financial market catalysts. The fund sell a security when it achieves its target price and is, in the opinion of the Adviser, no longer undervalued.

Grade (RS Rating)

Last Trade

$55.91

Average Daily Volume

88,656

Number of Holdings *

6

* may have additional holdings in another (foreign) market
Performance
Period XLSR SECT
30 Days 2.17% 1.76%
60 Days 4.79% 4.08%
90 Days 6.20% 5.52%
12 Months 24.30% 25.83%
1 Overlapping Holdings
Symbol Grade Weight in XLSR Weight in SECT Overlap
XLC A 21.03% 14.78% 14.78%
XLSR Overweight 0 Positions Relative to SECT
Symbol Grade Weight
XLSR Underweight 5 Positions Relative to SECT
Symbol Grade Weight
QQQ B -19.17%
IJK B -14.79%
SMH C -12.05%
ARKG F -3.02%
BIL A -0.0%
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