ELFY vs. XLUI

Last updated Jun 4, 2026

ELFY (ALPS Electrification Infrastructure ETF) and XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) are both Utilities Equities funds. ELFY is passively managed, while XLUI is actively managed. A 0.58 correlation means they provide meaningful diversification when combined. ELFY charges 0.50%/yr vs 0.35%/yr for XLUI.

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.

Returns By Period

In the year-to-date period, ELFY achieves a 29.07% return, which is significantly higher than XLUI's 4.99% return.

ELFY

• 1D: -0.67%
• 1M: 3.53%
• YTD: 29.07%
• 6M: 26.90%
• 1Y: 47.53%
• 3Y*: —
• 5Y*: —
• 10Y*: —

XLUI

• 1D: -0.18%
• 1M: -4.28%
• YTD: 4.99%
• 6M: 3.61%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ELFY vs. XLUI - Yearly Performance Comparison

	2026 (YTD)	2025
ELFY ALPS Electrification Infrastructure ETF	29.07%	4.65%
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	4.99%	0.51%

Correlation

The correlation between ELFY and XLUI is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025	0.59

ELFY vs. XLUI - Sectors Allocation Comparison

Sectors	ELFY	XLUI
Utilities	33.9%	-
Industrials	31.3%	-
Technology	18.1%	-
Energy	13.1%	-
Basic Materials	3.6%	-
Consumer Cyclical	0.5%	-
Communication Services	-	-
Consumer Defensive	-	-
Financial Services	-	100.0%
Healthcare	-	-
Real Estate	-	-

Return for Risk

ELFY vs. XLUI — Risk / Return Rank

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

ELFY

ELFY Risk / Return Rank: 79
ELFY Sharpe Ratio Rank: 77
ELFY Sortino Ratio Rank: 73
ELFY Omega Ratio Rank: 69
ELFY Calmar Ratio Rank: 90
ELFY Martin Ratio Rank: 86

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.

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.

	ELFY	XLUI	Difference
Sharpe ratio: Return per unit of total volatility	2.52	—	—
Sortino ratio: Return per unit of downside risk	3.33	—	—
Omega ratio: Gain probability vs. loss probability	1.42	—	—
Calmar ratio: Return relative to maximum drawdown	5.70	—	—
Martin ratio: Return relative to average drawdown	18.16	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	ELFY	XLUI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.52	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.36	0.60	+2.76

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.

Drawdown Indicators

	ELFY	XLUI	Difference
Max Drawdown Largest peak-to-trough decline	-8.37%	-6.01%	-2.36%
Max Drawdown (1Y) Largest decline over 1 year	-8.37%	—	—
Current Drawdown Current decline from peak	-0.67%	-4.60%	+3.93%
Average Drawdown Average peak-to-trough decline	-1.60%	-1.92%	+0.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.62%	—	—

Volatility

Volatility by Period

	ELFY	XLUI	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.28%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.87%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.98%	11.12%	+7.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.99%	11.12%	+7.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.99%	11.12%	+7.87%

ELFY vs. XLUI - Expense Ratio Comparison

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

Dividends

ELFY vs. XLUI - Dividend Comparison

ELFY's dividend yield for the trailing twelve months is around 0.82%, less than XLUI's 12.81% yield.

Position	TTM	2025
ELFY ALPS Electrification Infrastructure ETF	0.82%	0.76%
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	12.81%	7.12%

Frequently Asked Questions

Can I hold both ELFY and XLUI in my portfolio?

ELFY and XLUI have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ELFY or XLUI?

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.

Which ETF is cheaper, ELFY or XLUI?

XLUI is cheaper with a 0.35% expense ratio, compared with 0.50% for ELFY.

Which ETF pays a higher dividend yield, ELFY or XLUI?

XLUI has the higher dividend yield at 12.81%, compared with 0.82% for ELFY.

What is the main difference between ELFY and XLUI?

They also come from different issuers: ALPS and State Street. Their fees differ too: 0.50% for ELFY and 0.35% for XLUI.