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ELFY vs. XLUI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ELFY vs. XLUI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Electrification Infrastructure ETF (ELFY) and State Street Utilities Select Sector SPDR Premium Income ETF (XLUI). The values are adjusted to include any dividend payments, if applicable.

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ELFY vs. XLUI - Yearly Performance Comparison


Returns By Period

In the year-to-date period, ELFY achieves a 12.06% return, which is significantly higher than XLUI's 6.96% return.


ELFY

1D
2.62%
1M
-5.24%
YTD
12.06%
6M
10.55%
1Y
3Y*
5Y*
10Y*

XLUI

1D
-0.01%
1M
-0.70%
YTD
6.96%
6M
4.66%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ELFY vs. XLUI - Expense Ratio Comparison

ELFY has a 0.50% expense ratio, which is higher than XLUI's 0.35% expense ratio.


Return for Risk

ELFY vs. XLUI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Electrification Infrastructure ETF (ELFY) 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.

ELFY vs. XLUI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ELFYXLUIDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

2.98

1.10

+1.88

Correlation

The correlation between ELFY and XLUI is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ELFY vs. XLUI - Dividend Comparison

ELFY's dividend yield for the trailing twelve months is around 0.94%, less than XLUI's 8.25% yield.


Drawdowns

ELFY vs. XLUI - Drawdown Comparison

The maximum ELFY drawdown since its inception was -8.37%, which is greater than XLUI's maximum drawdown of -6.01%. Use the drawdown chart below to compare losses from any high point for ELFY and XLUI.


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Drawdown Indicators


ELFYXLUIDifference

Max Drawdown

Largest peak-to-trough decline

-8.37%

-6.01%

-2.36%

Current Drawdown

Current decline from peak

-5.94%

-1.30%

-4.64%

Average Drawdown

Average peak-to-trough decline

-1.63%

-1.88%

+0.25%

Volatility

ELFY vs. XLUI - Volatility Comparison


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Volatility by Period


ELFYXLUIDifference

Volatility (1Y)

Calculated over the trailing 1-year period

18.35%

10.43%

+7.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.35%

10.43%

+7.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.35%

10.43%

+7.92%