FPWR vs. XLUI

Last updated Jul 17, 2026

FPWR (First Trust EIP Power Solutions ETF) and XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) are both Utilities Equities funds. Both are actively managed. Their correlation of 0.82 suggests significant overlap in exposure. FPWR charges 0.96%/yr vs 0.35%/yr for XLUI.

Performance

FPWR vs. XLUI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust EIP Power Solutions ETF (FPWR) 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, FPWR achieves a 14.69% return, which is significantly higher than XLUI's 10.37% return.

FPWR

• 1D: 0.54%
• 1M: 1.39%
• 6M: 11.23%
• YTD: 14.69%
• 1Y: 19.74%
• 3Y*: 17.16%
• 5Y*: 12.14%
• 10Y*: —

XLUI

• 1D: 0.57%
• 1M: 2.15%
• 6M: 8.39%
• YTD: 10.37%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FPWR vs. XLUI - Yearly Performance Comparison

	2026 (YTD)	2025
FPWR First Trust EIP Power Solutions ETF	14.69%	2.27%
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	10.37%	0.27%

Correlation

The correlation between FPWR and XLUI is 0.82, 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 30, 2025	0.82

FPWR vs. XLUI - Sectors Allocation Comparison

Sectors	FPWR	XLUI
Utilities	51.7%	-
Energy	30.0%	-
Industrials	6.7%	-
Financial Services	1.7%	99.3%
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Healthcare	-	-
Real Estate	-	-
Technology	-	-

Return for Risk

FPWR vs. XLUI — Risk / Return Rank

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

FPWR

FPWR Risk / Return Rank: 74
FPWR Sharpe Ratio Rank: 72
FPWR Sortino Ratio Rank: 74
FPWR Omega Ratio Rank: 66
FPWR Calmar Ratio Rank: 87
FPWR Martin Ratio Rank: 69

XLUI

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.

FPWR vs. XLUI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust EIP Power Solutions ETF (FPWR) 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.

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.

	FPWR	XLUI	Difference
Sharpe ratio: Return per unit of total volatility	1.84	—	—
Sortino ratio: Return per unit of downside risk	2.68	—	—
Omega ratio: Gain probability vs. loss probability	1.32	—	—
Calmar ratio: Return relative to maximum drawdown	3.95	—	—
Martin ratio: Return relative to average drawdown	9.76	—	—

Drawdowns

FPWR vs. XLUI - Drawdown Comparison

The maximum FPWR drawdown since its inception was -32.28%, which is greater than XLUI's maximum drawdown of -6.01%. Use the drawdown chart below to compare losses from any high point for FPWR and XLUI.

Drawdown Indicators

	FPWR	XLUI	Difference
Max Drawdown Largest peak-to-trough decline	-32.28%	-6.01%	-26.27%
Max Drawdown (1Y) Largest decline over 1 year	-5.02%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.68%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-19.88%	—	—
Current Drawdown Current decline from peak	-1.47%	-0.36%	-1.11%
Average Drawdown Average peak-to-trough decline	-4.95%	-1.89%	-3.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.03%	—	—

Volatility

Volatility by Period

	FPWR	XLUI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.72%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.48%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.76%	11.16%	-0.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.26%	11.16%	+3.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.32%	11.16%	+6.16%

FPWR vs. XLUI - Expense Ratio Comparison

FPWR has a 0.96% expense ratio, which is higher than XLUI's 0.35% expense ratio.

Dividends

FPWR vs. XLUI - Dividend Comparison

FPWR's dividend yield for the trailing twelve months is around 1.90%, less than XLUI's 13.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
FPWR First Trust EIP Power Solutions ETF	1.90%	1.97%	2.52%	2.54%	1.72%	1.66%	1.68%	0.71%
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	13.72%	7.12%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FPWR and XLUI in my portfolio?

FPWR and XLUI have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, FPWR 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, FPWR or XLUI?

XLUI is cheaper with a 0.35% expense ratio, compared with 0.96% for FPWR.

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

XLUI has the higher dividend yield at 13.72%, compared with 1.90% for FPWR.

What is the main difference between FPWR and XLUI?

They also come from different issuers: First Trust and State Street. Their fees differ too: 0.96% for FPWR and 0.35% for XLUI.