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BETZ vs. XLYI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BETZ vs. XLYI

Last updated Jul 14, 2026
Documentation

BETZ (Roundhill Sports Betting & iGaming ETF) and XLYI (State Street Consumer Discretionary Select Sector SPDR Premium Income ETF) are both exchange-traded funds - BETZ is a Consumer Discretionary Equities fund tracking the Roundhill Sports Betting & iGaming Index, while XLYI is a Derivative Income fund actively managed by State Street. BETZ is passively managed, while XLYI is actively managed. At a 0.47 correlation, their price movements are largely independent. BETZ charges 0.75%/yr vs 0.35%/yr for XLYI.

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 -6.53% return, which is significantly lower than XLYI's -0.73% return.

BETZ

1D
0.62%
1M
-2.63%
6M
-3.30%
YTD
-6.53%
1Y
-15.03%
3Y*
3.77%
5Y*
-6.09%
10Y*
—

XLYI

1D
-1.08%
1M
0.69%
6M
-4.22%
YTD
-0.73%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

BETZ vs. XLYI - Yearly Performance Comparison

2026 (YTD)2025
BETZ
Roundhill Sports Betting & iGaming ETF		-6.53%-8.07%
XLYI
State Street Consumer Discretionary Select Sector SPDR Premium Income ETF		-0.73%5.63%

Correlation

The correlation between BETZ and XLYI is 0.47, 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 30, 2025

0.47

BETZ vs. XLYI - Sectors Allocation Comparison

Sectors
BETZ
XLYI

Consumer Cyclical

96.0%

-

Technology

2.9%

-

Communication Services

1.1%

-

Financial Services

0.0%
99.2%

Basic Materials

-

-

Consumer Defensive

-

-

Energy

-

-

Healthcare

-

-

Industrials

-

-

Real Estate

-

-

Utilities

-

-

Consumer Cyclical

BETZ
96.0%
XLYI

-

Technology

BETZ
2.9%
XLYI

-

Communication Services

BETZ
1.1%
XLYI

-

Financial Services

BETZ
0.0%
XLYI
99.2%

Basic Materials

BETZ

-

XLYI

-

Consumer Defensive

BETZ

-

XLYI

-

Energy

BETZ

-

XLYI

-

Healthcare

BETZ

-

XLYI

-

Industrials

BETZ

-

XLYI

-

Real Estate

BETZ

-

XLYI

-

Utilities

BETZ

-

XLYI

-

Compare stocks, funds, or ETFs

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Roundhill Sports Betting & iGaming ETF

State Street Consumer Discretionary Select Sector SPDR Premium Income ETF

Often compared with BETZ:
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Often compared with XLYI:
XLYI vs. SPYXLYI vs. BILXLYI vs. AMDWXLYI vs. GOOYXLYI vs. SPYDXLYI vs. GLDXLYI vs. SPIN

Return for Risk

BETZ vs. XLYI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments 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: 44
Sortino Ratio Rank
BETZ Omega Ratio Rank: 44
Omega Ratio Rank
BETZ Calmar Ratio Rank: 55
Calmar Ratio Rank
BETZ Martin Ratio Rank: 55
Martin Ratio Rank
XLYI

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

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.

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
-0.73

—

—

Sortino ratioReturn per unit of downside risk
-0.93

—

—

Omega ratioGain probability vs. loss probability

0.90

—

—

Calmar ratioReturn relative to maximum drawdown

-0.52

—

—

Martin ratioReturn relative to average drawdown

-0.82

—

—

BETZ vs. XLYI - Sharpe Ratio Comparison

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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%

—

—

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

-36.77%

-4.27%

-32.50%

Average Drawdown

Average peak-to-trough decline

-33.86%

-3.14%

-30.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.27%

—

—

Volatility

BETZ vs. XLYI - Volatility Comparison

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Volatility by Period

BETZXLYIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.69%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

16.74%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

20.76%

15.73%

+5.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.99%

15.73%

+11.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.88%

15.73%

+12.15%

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 4.89%, less than XLYI's 14.86% yield.

PositionTTM202520242023202220212020
BETZ
Roundhill Sports Betting & iGaming ETF		4.89%4.57%0.86%0.00%0.66%0.00%0.28%
XLYI
State Street Consumer Discretionary Select Sector SPDR Premium Income ETF		14.86%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.

On fees, XLYI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

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

XLYI has the higher dividend yield at 14.86%, compared with 4.89% for BETZ.

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

Portfolio Optimizer

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