RBLD vs. XLII

Last updated Jun 4, 2026

RBLD (First Trust Alerian U.S. NextGen Infrastructure ETF) and XLII (State Street Industrial Select Sector SPDR Premium Income ETF) are both exchange-traded funds - RBLD is a Industrials Equities fund tracking the Alerian US NextGen Infrastructure Index - Benchmark TR Net, while XLII is a Derivative Income fund actively managed by State Street. RBLD is passively managed, while XLII is actively managed. Their correlation of 0.85 suggests significant overlap in exposure. RBLD charges 0.65%/yr vs 0.35%/yr for XLII.

Performance

RBLD vs. XLII - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RBLD achieves a 19.89% return, which is significantly higher than XLII's 6.73% return.

RBLD

• 1D: -0.36%
• 1M: 0.95%
• YTD: 19.89%
• 6M: 18.51%
• 1Y: 28.68%
• 3Y*: 22.72%
• 5Y*: 10.76%
• 10Y*: 8.40%

XLII

• 1D: -0.15%
• 1M: 2.45%
• YTD: 6.73%
• 6M: 8.74%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RBLD vs. XLII - Yearly Performance Comparison

	2026 (YTD)	2025
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF	19.89%	1.79%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	6.73%	6.62%

Correlation

The correlation between RBLD and XLII is 0.85, 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	0.85

RBLD vs. XLII - Sectors Allocation Comparison

Sectors	RBLD	XLII
Industrials	41.6%	-
Utilities	28.6%	-
Energy	9.3%	-
Technology	9.2%	-
Basic Materials	6.2%	-
Real Estate	5.0%	-
Communication Services	1.0%	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Financial Services	-	100.3%
Healthcare	-	-

Return for Risk

RBLD vs. XLII — Risk / Return Rank

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

RBLD

RBLD Risk / Return Rank: 68
RBLD Sharpe Ratio Rank: 65
RBLD Sortino Ratio Rank: 63
RBLD Omega Ratio Rank: 61
RBLD Calmar Ratio Rank: 79
RBLD Martin Ratio Rank: 74

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.

RBLD vs. XLII - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) and State Street Industrial Select Sector SPDR Premium Income ETF (XLII). 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.

	RBLD	XLII	Difference
Sharpe ratio: Return per unit of total volatility	2.15	—	—
Sortino ratio: Return per unit of downside risk	2.93	—	—
Omega ratio: Gain probability vs. loss probability	1.37	—	—
Calmar ratio: Return relative to maximum drawdown	4.01	—	—
Martin ratio: Return relative to average drawdown	13.80	—	—
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

	RBLD	XLII	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.15	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.64	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.45	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	1.44	-1.06

Drawdowns

RBLD vs. XLII - Drawdown Comparison

The maximum RBLD drawdown since its inception was -50.07%, which is greater than XLII's maximum drawdown of -10.10%. Use the drawdown chart below to compare losses from any high point for RBLD and XLII.

Drawdown Indicators

	RBLD	XLII	Difference
Max Drawdown Largest peak-to-trough decline	-50.07%	-10.10%	-39.97%
Max Drawdown (1Y) Largest decline over 1 year	-7.19%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-19.14%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-23.71%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-50.07%	—	—
Current Drawdown Current decline from peak	-0.71%	-0.36%	-0.35%
Average Drawdown Average peak-to-trough decline	-10.84%	-1.34%	-9.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.08%	—	—

Volatility

Volatility by Period

	RBLD	XLII	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.27%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.39%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.45%	11.55%	+1.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.82%	11.55%	+5.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.73%	11.55%	+7.18%

RBLD vs. XLII - Expense Ratio Comparison

RBLD has a 0.65% expense ratio, which is higher than XLII's 0.35% expense ratio.

Dividends

RBLD vs. XLII - Dividend Comparison

RBLD's dividend yield for the trailing twelve months is around 1.01%, less than XLII's 11.29% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF	1.01%	1.19%	1.31%	1.16%	2.10%	1.45%	2.88%	1.84%	1.74%	1.49%	2.01%	1.17%
XLII State Street Industrial Select Sector SPDR Premium Income ETF	11.29%	5.47%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RBLD and XLII in my portfolio?

RBLD and XLII have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RBLD or XLII?

On fees, XLII 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, RBLD or XLII?

XLII is cheaper with a 0.35% expense ratio, compared with 0.65% for RBLD.

Which ETF pays a higher dividend yield, RBLD or XLII?

XLII has the higher dividend yield at 11.29%, compared with 1.01% for RBLD.

What is the main difference between RBLD and XLII?

RBLD is categorized as Industrials Equities, while XLII is Derivative Income. They also come from different issuers: First Trust and State Street. Their fees differ too: 0.65% for RBLD and 0.35% for XLII.