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AIPO vs. XLU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AIPO vs. XLU

Last updated Jun 14, 2026

AIPO (Defiance AI & Power Infrastructure ETF) and XLU (State Street Utilities Select Sector SPDR ETF) are both exchange-traded funds - AIPO is a Building & Construction fund tracking the MarketVector™ US Listed AI and Power Infrastructure Index, while XLU is a Utilities Equities fund tracking the Utilities Select Sector Index. Both are passively managed. At a 0.32 correlation, their price movements are largely independent. AIPO charges 0.69%/yr vs 0.08%/yr for XLU.

Performance

AIPO vs. XLU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defiance AI & Power Infrastructure ETF (AIPO) and State Street Utilities Select Sector SPDR ETF (XLU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AIPO achieves a 42.18% return, which is significantly higher than XLU's 5.04% return.

AIPO

1D
1.81%
1M
-2.51%
YTD
42.18%
6M
37.77%
1Y
—
3Y*
—
5Y*
—
10Y*
—

XLU

1D
1.09%
1M
1.50%
YTD
5.04%
6M
5.48%
1Y
12.50%
3Y*
13.79%
5Y*
9.41%
10Y*
9.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AIPO vs. XLU - Yearly Performance Comparison

2026 (YTD)2025
AIPO
Defiance AI & Power Infrastructure ETF		42.18%9.46%
XLU
State Street Utilities Select Sector SPDR ETF		5.04%2.73%

Correlation

The correlation between AIPO and XLU is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 25, 2025

0.32

AIPO vs. XLU - Sectors Allocation Comparison

Sectors
AIPO
XLU

Industrials

54.2%

-

Technology

19.8%

-

Utilities

13.5%
100.0%

Energy

6.0%

-

Financial Services

4.8%

-

Real Estate

1.0%

-

Communication Services

0.8%

-

Basic Materials

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Healthcare

-

-

Industrials

AIPO
54.2%
XLU

-

Technology

AIPO
19.8%
XLU

-

Utilities

AIPO
13.5%
XLU
100.0%

Energy

AIPO
6.0%
XLU

-

Financial Services

AIPO
4.8%
XLU

-

Real Estate

AIPO
1.0%
XLU

-

Communication Services

AIPO
0.8%
XLU

-

Basic Materials

AIPO

-

XLU

-

Consumer Cyclical

AIPO

-

XLU

-

Consumer Defensive

AIPO

-

XLU

-

Healthcare

AIPO

-

XLU

-

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Defiance AI & Power Infrastructure ETF

State Street Utilities Select Sector SPDR ETF

Often compared with AIPO:
AIPO vs. DTCRAIPO vs. TCAIAIPO vs. VOLTAIPO vs. POWRAIPO vs. AISAIPO vs. IVESAIPO vs. IVEP
Often compared with XLU:
XLU vs. VPUXLU vs. XLEXLU vs. XLPXLU vs. SPYXLU vs. FUTYXLU vs. UTESXLU vs. IDU

Return for Risk

AIPO vs. XLU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AIPO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

XLU
XLU Risk / Return Rank: 2626
Overall Rank
XLU Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
XLU Sortino Ratio Rank: 2424
Sortino Ratio Rank
XLU Omega Ratio Rank: 2424
Omega Ratio Rank
XLU Calmar Ratio Rank: 3030
Calmar Ratio Rank
XLU Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIPO vs. XLU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defiance AI & Power Infrastructure ETF (AIPO) and State Street Utilities Select Sector SPDR ETF (XLU). 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.

AIPOXLUDifference
Sharpe ratioReturn per unit of total volatility

—

0.81

—

Sortino ratioReturn per unit of downside risk

—

1.18

—

Omega ratioGain probability vs. loss probability

—

1.15

—

Calmar ratioReturn relative to maximum drawdown

—

1.30

—

Martin ratioReturn relative to average drawdown

—

2.80

—

AIPO vs. XLU - Sharpe Ratio Comparison

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Drawdowns

AIPO vs. XLU - Drawdown Comparison

The maximum AIPO drawdown since its inception was -17.31%, smaller than the maximum XLU drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for AIPO and XLU.

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Drawdown Indicators

AIPOXLUDifference

Max Drawdown

Largest peak-to-trough decline

-17.31%

-51.98%

+34.67%

Max Drawdown (1Y)

Largest decline over 1 year

—

-9.18%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-17.26%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-25.26%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-36.07%

—

Current Drawdown

Current decline from peak

-7.53%

-6.05%

-1.48%

Average Drawdown

Average peak-to-trough decline

-4.48%

-10.22%

+5.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

4.25%

—

Volatility

AIPO vs. XLU - Volatility Comparison

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Volatility by Period

AIPOXLUDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

5.59%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

11.68%

—

Volatility (1Y)

Calculated over the trailing 1-year period

35.17%

14.66%

+20.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.17%

17.34%

+17.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.17%

19.27%

+15.90%

AIPO vs. XLU - Expense Ratio Comparison

AIPO has a 0.69% expense ratio, which is higher than XLU's 0.08% expense ratio.

Dividends

AIPO vs. XLU - Dividend Comparison

AIPO's dividend yield for the trailing twelve months is around 0.01%, less than XLU's 2.67% yield.

PositionTTM20252024202320222021202020192018201720162015
AIPO
Defiance AI & Power Infrastructure ETF		0.01%0.01%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XLU
State Street Utilities Select Sector SPDR ETF		2.67%2.71%2.96%3.39%2.92%2.79%3.14%2.95%3.33%3.33%3.41%3.67%

Frequently Asked Questions

AIPO and XLU have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XLU is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XLU is cheaper with a 0.08% expense ratio, compared with 0.69% for AIPO.

XLU has the higher dividend yield at 2.67%, compared with 0.01% for AIPO.

AIPO is categorized as Building & Construction, while XLU is Utilities Equities. AIPO tracks MarketVector™ US Listed AI and Power Infrastructure Index, while XLU tracks Utilities Select Sector Index. They also come from different issuers: Defiance and State Street. Their fees differ too: 0.69% for AIPO and 0.08% for XLU.

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