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BETZ vs. XLYI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BETZ vs. XLYI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill Sports Betting & iGaming ETF (BETZ) and State Street Consumer Discretionary Select Sector SPDR Premium Income ETF (XLYI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BETZ achieves a -8.87% return, which is significantly lower than XLYI's -0.31% return.


BETZ

1D
-0.58%
1M
0.36%
6M
2.90%
YTD
-8.87%
1Y
-16.95%
3Y*
3.15%
5Y*
-5.84%
10Y*
ALL TIME*
4.39%

XLYI

1D
2.83%
1M
-0.39%
6M
-2.34%
YTD
-0.31%
1Y
8.70%
3Y*
5Y*
10Y*
ALL TIME*
5.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$205.48K$310.34K$782.30K
$81.44K$62.05K$59.61K

BETZ vs. XLYI - Yearly Performance Comparison


Correlation

The correlation between BETZ and XLYI is 0.47, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.47

Correlation (All Time)
Calculated using the full available price history since Jul 30, 2025

0.47

BETZ vs. XLYI - Sectors Allocation Comparison


Sectors
BETZ
XLYI

Consumer Cyclical

77.1%
99.0%

Technology

8.6%
1.0%

Communication Services

3.9%

-

Industrials

2.8%

-

Financial Services

0.0%
99.8%

Basic Materials

-

-

Consumer Defensive

-

-

Energy

-

-

Healthcare

-

-

Real Estate

-

-

Utilities

-

-

Consumer Cyclical

BETZ
77.1%
XLYI
99.0%

Technology

BETZ
8.6%
XLYI
1.0%

Communication Services

BETZ
3.9%
XLYI

-

Industrials

BETZ
2.8%
XLYI

-

Financial Services

BETZ
0.0%
XLYI
99.8%

Basic Materials

BETZ

-

XLYI

-

Consumer Defensive

BETZ

-

XLYI

-

Energy

BETZ

-

XLYI

-

Healthcare

BETZ

-

XLYI

-

Real Estate

BETZ

-

XLYI

-

Utilities

BETZ

-

XLYI

-

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Return for Risk

BETZ vs. XLYI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BETZ
BETZ Risk / Return Rank: 44
Overall Rank
BETZ Sharpe Ratio Rank: 33
Sharpe Ratio Rank
BETZ Sortino Ratio Rank: 33
Sortino Ratio Rank
BETZ Omega Ratio Rank: 33
Omega Ratio Rank
BETZ Calmar Ratio Rank: 44
Calmar Ratio Rank
BETZ Martin Ratio Rank: 55
Martin Ratio Rank

XLYI
XLYI Risk / Return Rank: 2020
Overall Rank
XLYI Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
XLYI Sortino Ratio Rank: 1919
Sortino Ratio Rank
XLYI Omega Ratio Rank: 1919
Omega Ratio Rank
XLYI Calmar Ratio Rank: 2121
Calmar Ratio Rank
XLYI Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BETZ vs. XLYI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill Sports Betting & iGaming ETF (BETZ) and State Street Consumer Discretionary Select Sector SPDR Premium Income ETF (XLYI). 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.


BETZXLYIDifference
Sharpe ratioReturn per unit of total volatility

-1.23

Sortino ratioReturn per unit of downside risk

-1.75

Omega ratioGain probability vs. loss probability

0.88

1.08

-0.20

Calmar ratioReturn relative to maximum drawdown

-0.60

0.53

-1.13

Martin ratioReturn relative to average drawdown

-0.93

1.50

-2.42

BETZ vs. XLYI - Sharpe Ratio Comparison

The current BETZ Sharpe Ratio is -0.83, which is lower than the XLYI Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of BETZ and XLYI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BETZ vs. XLYI - Drawdown Comparison

The maximum BETZ drawdown since its inception was -60.82%, which is greater than XLYI's maximum drawdown of -12.32%. Use the drawdown chart below to compare losses from any high point for BETZ and XLYI.


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Drawdown Indicators


BETZXLYIDifference

Max Drawdown

Largest peak-to-trough decline

-60.82%

-12.32%

-48.50%

Max Drawdown (1Y)

Largest decline over 1 year

-29.20%

-12.32%

-16.88%

Max Drawdown (3Y)

Largest decline over 3 years

-29.20%

Max Drawdown (5Y)

Largest decline over 5 years

-59.79%

Current Drawdown

Current decline from peak

-38.35%

-3.86%

-34.49%

Average Drawdown

Average peak-to-trough decline

-33.89%

-3.29%

-30.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.92%

4.33%

+14.59%

Volatility

BETZ vs. XLYI - Volatility Comparison

The current volatility for Roundhill Sports Betting & iGaming ETF (BETZ) is 5.96%, while State Street Consumer Discretionary Select Sector SPDR Premium Income ETF (XLYI) has a volatility of 6.42%. This indicates that BETZ experiences smaller price fluctuations and is considered to be less risky than XLYI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BETZXLYIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.96%

6.42%

-0.46%

Volatility (6M)

Calculated over the trailing 6-month period

17.04%

12.97%

+4.07%

Volatility (1Y)

Calculated over the trailing 1-year period

21.17%

16.34%

+4.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.97%

16.32%

+10.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.85%

16.32%

+11.53%

BETZ vs. XLYI - Expense Ratio Comparison

BETZ has a 0.75% expense ratio, which is higher than XLYI's 0.35% expense ratio.


Dividends

BETZ vs. XLYI - Dividend Comparison

BETZ's dividend yield for the trailing twelve months is around 5.02%, less than XLYI's 14.79% yield.


PositionTTM202520242023202220212020
BETZ
Roundhill Sports Betting & iGaming ETF
5.02%4.57%0.86%0.00%0.66%0.00%0.28%
XLYI
State Street Consumer Discretionary Select Sector SPDR Premium Income ETF
14.79%6.76%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BETZ and XLYI have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XLYI has higher volatility (6.42%) compared to BETZ (5.96%). In terms of maximum drawdown, BETZ dropped -60.82% vs XLYI's -12.32%.

On 1-year performance, XLYI leads with 8.70% vs -16.95% for BETZ. On fees, XLYI is cheaper at 0.35% per year. On volatility, BETZ has been the lower-risk option at 5.96%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, XLYI has performed better with a 8.70% return vs -16.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XLYI is cheaper with a 0.35% expense ratio, compared with 0.75% for BETZ.

XLYI has the higher dividend yield at 14.79%, compared with 5.02% for BETZ.

BETZ is categorized as Consumer Discretionary Equities, while XLYI is Derivative Income. They also come from different issuers: Roundhill and State Street. Their fees differ too: 0.75% for BETZ and 0.35% for XLYI.

XLYI currently has the higher Sharpe Ratio (0.40 vs -0.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BETZ and XLYI

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