DVUT vs. XLUI
DVUT (WEBs Utilities XLU Defined Volatility ETF) and XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) are both Utilities Equities funds. DVUT is passively managed, while XLUI is actively managed. Their correlation of 0.94 suggests significant overlap in exposure. DVUT charges 0.89%/yr vs 0.35%/yr for XLUI.
Performance
DVUT vs. XLUI - Performance Comparison
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Returns By Period
In the year-to-date period, DVUT achieves a 3.47% return, which is significantly lower than XLUI's 5.42% return.
DVUT
- 1D
- 0.62%
- 1M
- -8.12%
- YTD
- 3.47%
- 6M
- 0.17%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XLUI
- 1D
- 0.41%
- 1M
- -3.64%
- YTD
- 5.42%
- 6M
- 4.31%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DVUT vs. XLUI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DVUT WEBs Utilities XLU Defined Volatility ETF | 3.47% | 0.23% |
XLUI State Street Utilities Select Sector SPDR Premium Income ETF | 5.42% | 0.51% |
Correlation
The correlation between DVUT and XLUI is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.94 |
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Return for Risk
DVUT vs. XLUI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WEBs Utilities XLU Defined Volatility ETF (DVUT) and State Street Utilities Select Sector SPDR Premium Income ETF (XLUI). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| DVUT | XLUI | Difference | |
|---|---|---|---|
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.64 | -0.39 |
Drawdowns
DVUT vs. XLUI - Drawdown Comparison
The maximum DVUT drawdown since its inception was -18.27%, which is greater than XLUI's maximum drawdown of -6.01%. Use the drawdown chart below to compare losses from any high point for DVUT and XLUI.
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Drawdown Indicators
| DVUT | XLUI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.27% | -6.01% | -12.26% |
Current DrawdownCurrent decline from peak | -13.42% | -4.21% | -9.21% |
Average DrawdownAverage peak-to-trough decline | -7.66% | -1.93% | -5.73% |
Volatility
DVUT vs. XLUI - Volatility Comparison
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Volatility by Period
| DVUT | XLUI | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 26.62% | 11.10% | +15.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.62% | 11.10% | +15.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.62% | 11.10% | +15.52% |
DVUT vs. XLUI - Expense Ratio Comparison
DVUT has a 0.89% expense ratio, which is higher than XLUI's 0.35% expense ratio.
Dividends
DVUT vs. XLUI - Dividend Comparison
DVUT has not paid dividends to shareholders, while XLUI's dividend yield for the trailing twelve months is around 12.76%.
| Position | TTM | 2025 |
|---|---|---|
DVUT WEBs Utilities XLU Defined Volatility ETF | 0.00% | 0.00% |
XLUI State Street Utilities Select Sector SPDR Premium Income ETF | 12.76% | 7.12% |
Frequently Asked Questions
With a correlation of 0.94, DVUT and XLUI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, XLUI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLUI is cheaper with a 0.35% expense ratio, compared with 0.89% for DVUT.
XLUI has the higher dividend yield at 12.76%, compared with 0.00% for DVUT.
They also come from different issuers: WEBs and State Street. Their fees differ too: 0.89% for DVUT and 0.35% for XLUI.
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