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POWR vs. XLUI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

POWR vs. XLUI

Last updated Jun 6, 2026

POWR (iShares U.S. Power Infrastructure ETF) and XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) are both Utilities Equities funds. Both are actively managed. At a 0.50 correlation, their price movements are largely independent. POWR charges 0.40%/yr vs 0.35%/yr for XLUI.

Performance

POWR vs. XLUI - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, POWR achieves a 16.01% return, which is significantly higher than XLUI's 6.17% return.

POWR

1D
-2.23%
1M
-3.34%
YTD
16.01%
6M
13.05%
1Y
28.14%
3Y*
11.45%
5Y*
14.67%
10Y*
8.00%

XLUI

1D
0.71%
1M
-2.11%
YTD
6.17%
6M
5.88%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

POWR vs. XLUI - Yearly Performance Comparison

2026 (YTD)2025
POWR
iShares U.S. Power Infrastructure ETF		16.01%1.67%
XLUI
State Street Utilities Select Sector SPDR Premium Income ETF		6.17%0.51%

Correlation

The correlation between POWR and XLUI is 0.50, 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 31, 2025

0.50

POWR vs. XLUI - Sectors Allocation Comparison

Sectors
POWR
XLUI

Utilities

52.8%

-

Industrials

26.6%

-

Energy

17.3%

-

Technology

2.9%

-

Basic Materials

1.0%

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

100.0%

Healthcare

-

-

Real Estate

-

-

Utilities

POWR
52.8%
XLUI

-

Industrials

POWR
26.6%
XLUI

-

Energy

POWR
17.3%
XLUI

-

Technology

POWR
2.9%
XLUI

-

Basic Materials

POWR
1.0%
XLUI

-

Communication Services

POWR

-

XLUI

-

Consumer Cyclical

POWR

-

XLUI

-

Consumer Defensive

POWR

-

XLUI

-

Financial Services

POWR

-

XLUI
100.0%

Healthcare

POWR

-

XLUI

-

Real Estate

POWR

-

XLUI

-

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iShares U.S. Power Infrastructure ETF

State Street Utilities Select Sector SPDR Premium Income ETF

Often compared with POWR:
POWR vs. GRIDPOWR vs. AIPOPOWR vs. XLUPOWR vs. PAVEPOWR vs. VPUPOWR vs. ZAPPOWR vs. SOXX
Often compared with XLUI:
XLUI vs. XLUXLUI vs. VPUXLUI vs. PAVEXLUI vs. FUTYXLUI vs. XLEXLUI vs. JXIXLUI vs. BILT

Return for Risk

POWR vs. XLUI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
POWR
POWR Risk / Return Rank: 6060
Overall Rank
POWR Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
POWR Sortino Ratio Rank: 4949
Sortino Ratio Rank
POWR Omega Ratio Rank: 4747
Omega Ratio Rank
POWR Calmar Ratio Rank: 8686
Calmar Ratio Rank
POWR Martin Ratio Rank: 6767
Martin Ratio Rank
XLUI
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.

POWR vs. XLUI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Power Infrastructure ETF (POWR) 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.

POWRXLUIDifference
Sharpe ratioReturn per unit of total volatility
1.69

—

—

Sortino ratioReturn per unit of downside risk
2.34

—

—

Omega ratioGain probability vs. loss probability

1.29

—

—

Calmar ratioReturn relative to maximum drawdown

4.72

—

—

Martin ratioReturn relative to average drawdown

11.82

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

POWR vs. XLUI - Sharpe Ratio Comparison

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Sharpe Ratios by Period

POWRXLUIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.69

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.72

-0.54

Drawdowns

POWR vs. XLUI - Drawdown Comparison

The maximum POWR drawdown since its inception was -65.98%, which is greater than XLUI's maximum drawdown of -6.01%. Use the drawdown chart below to compare losses from any high point for POWR and XLUI.

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Drawdown Indicators

POWRXLUIDifference

Max Drawdown

Largest peak-to-trough decline

-65.98%

-6.01%

-59.97%

Max Drawdown (1Y)

Largest decline over 1 year

-5.98%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-23.14%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-25.09%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-63.42%

—

—

Current Drawdown

Current decline from peak

-3.54%

-3.53%

-0.01%

Average Drawdown

Average peak-to-trough decline

-18.14%

-1.94%

-16.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.39%

—

—

Volatility

POWR vs. XLUI - Volatility Comparison

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Volatility by Period

POWRXLUIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.17%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

12.56%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

16.72%

11.10%

+5.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.09%

11.10%

+11.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.62%

11.10%

+14.52%

POWR vs. XLUI - Expense Ratio Comparison

POWR has a 0.40% expense ratio, which is higher than XLUI's 0.35% expense ratio.

Dividends

POWR vs. XLUI - Dividend Comparison

POWR's dividend yield for the trailing twelve months is around 6.82%, less than XLUI's 12.67% yield.

PositionTTM20252024202320222021202020192018201720162015
POWR
iShares U.S. Power Infrastructure ETF		6.82%7.56%4.36%4.16%4.82%3.94%3.96%5.71%3.17%3.11%2.75%3.42%
XLUI
State Street Utilities Select Sector SPDR Premium Income ETF		12.67%7.12%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

POWR and XLUI have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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 0.40% for POWR.

XLUI has the higher dividend yield at 12.67%, compared with 6.82% for POWR.

They also come from different issuers: iShares and State Street. Their fees differ too: 0.40% for POWR and 0.35% for XLUI.

Portfolio Optimizer

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