XIMR vs. XLEI

Last updated Aug 6, 2026

XIMR (FT Vest U.S. Equity Buffer & Premium Income ETF - March) and XLEI (State Street Energy Select Sector SPDR Premium Income ETF) are both exchange-traded funds - XIMR is a Options Trading fund actively managed by FT Vest, while XLEI is a Energy Equities fund actively managed by State Street. Both are actively managed. Over the past year, XIMR returned 7.91% vs 31.42% for XLEI. Their -0.09 correlation means they have often moved in opposite directions in the past. XIMR charges 0.85%/yr vs 0.35%/yr for XLEI.

Performance

XIMR vs. XLEI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR) and State Street Energy Select Sector SPDR Premium Income ETF (XLEI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XIMR achieves a 5.25% return, which is significantly lower than XLEI's 21.12% return.

XIMR

• 1D: 0.00%
• 1M: 0.57%
• 6M: 4.87%
• YTD: 5.25%
• 1Y: 7.91%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 7.53%

XLEI

• 1D: -1.73%
• 1M: 7.14%
• 6M: 11.38%
• YTD: 21.12%
• 1Y: 31.42%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 28.09%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
XIMR FT Vest U.S. Equity Buffer & Premium Income ETF - March	$59.43K	$58.70K	$74.62K
XLEI State Street Energy Select Sector SPDR Premium Income ETF	$1.76M	$1.48M	$1.32M

XIMR vs. XLEI - Yearly Performance Comparison

	2026 (YTD)	2025
XIMR FT Vest U.S. Equity Buffer & Premium Income ETF - March	5.25%	2.57%
XLEI State Street Energy Select Sector SPDR Premium Income ETF	21.12%	6.17%

Correlation

The correlation between XIMR and XLEI is -0.10, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.10
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	-0.09

Return for Risk

XIMR vs. XLEI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

XIMR

XIMR Risk / Return Rank: 98
XIMR Sharpe Ratio Rank: 98
XIMR Sortino Ratio Rank: 98
XIMR Omega Ratio Rank: 98
XIMR Calmar Ratio Rank: 97
XIMR Martin Ratio Rank: 98

XLEI

XLEI Risk / Return Rank: 82
XLEI Sharpe Ratio Rank: 86
XLEI Sortino Ratio Rank: 77
XLEI Omega Ratio Rank: 81
XLEI Calmar Ratio Rank: 88
XLEI Martin Ratio Rank: 79

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XIMR vs. XLEI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR) and State Street Energy Select Sector SPDR Premium Income ETF (XLEI). 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.

	XIMR	XLEI	Difference
Sharpe ratio: Return per unit of total volatility	3.88	2.24	+1.64
Sortino ratio: Return per unit of downside risk	6.87	2.81	+4.06
Omega ratio: Gain probability vs. loss probability	2.21	1.38	+0.82
Calmar ratio: Return relative to maximum drawdown	7.34	3.85	+3.48
Martin ratio: Return relative to average drawdown	57.81	11.59	+46.22

XIMR vs. XLEI - Sharpe Ratio Comparison

The current XIMR Sharpe Ratio is 3.88, which is higher than the XLEI Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of XIMR and XLEI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

XIMR vs. XLEI - Drawdown Comparison

The maximum XIMR drawdown since its inception was -5.12%, smaller than the maximum XLEI drawdown of -8.19%. Use the drawdown chart below to compare losses from any high point for XIMR and XLEI.

Drawdown Indicators

	XIMR	XLEI	Difference
Max Drawdown Largest peak-to-trough decline	-5.12%	-8.19%	+3.07%
Max Drawdown (1Y) Largest decline over 1 year	-1.08%	-8.19%	+7.11%
Current Drawdown Current decline from peak	0.00%	-2.76%	+2.76%
Average Drawdown Average peak-to-trough decline	-0.17%	-1.83%	+1.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.14%	2.72%	-2.58%

Volatility

XIMR vs. XLEI - Volatility Comparison

The current volatility for FT Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR) is 0.48%, while State Street Energy Select Sector SPDR Premium Income ETF (XLEI) has a volatility of 4.35%. This indicates that XIMR experiences smaller price fluctuations and is considered to be less risky than XLEI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XIMR	XLEI	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.48%	4.35%	-3.87%
Volatility (6M) Calculated over the trailing 6-month period	1.84%	11.40%	-9.56%
Volatility (1Y) Calculated over the trailing 1-year period	2.05%	14.12%	-12.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.24%	14.11%	-9.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.24%	14.11%	-9.87%

XIMR vs. XLEI - Expense Ratio Comparison

XIMR has a 0.85% expense ratio, which is higher than XLEI's 0.35% expense ratio.

Dividends

XIMR vs. XLEI - Dividend Comparison

XIMR's dividend yield for the trailing twelve months is around 6.62%, less than XLEI's 20.64% yield.

Position	TTM	2025	2024
XIMR FT Vest U.S. Equity Buffer & Premium Income ETF - March	6.62%	6.41%	4.44%
XLEI State Street Energy Select Sector SPDR Premium Income ETF	20.64%	10.17%	0.00%

Frequently Asked Questions

Can I hold both XIMR and XLEI in my portfolio?

XIMR and XLEI have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XIMR or XLEI?

XLEI has higher volatility (4.35%) compared to XIMR (0.48%). In terms of maximum drawdown, XIMR dropped -5.12% vs XLEI's -8.19%.

Which ETF is better, XIMR or XLEI?

On 1-year performance, XLEI leads with 31.42% vs 7.91% for XIMR. On fees, XLEI is cheaper at 0.35% per year. On volatility, XIMR has been the lower-risk option at 0.48%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XIMR or XLEI?

Over the 1-year period, XLEI has performed better with a 31.42% return vs 7.91%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XIMR or XLEI?

XLEI is cheaper with a 0.35% expense ratio, compared with 0.85% for XIMR.

Which ETF pays a higher dividend yield, XIMR or XLEI?

XLEI has the higher dividend yield at 20.64%, compared with 6.62% for XIMR.

What is the main difference between XIMR and XLEI?

XIMR is categorized as Options Trading, while XLEI is Energy Equities. They also come from different issuers: FT Vest and State Street. Their fees differ too: 0.85% for XIMR and 0.35% for XLEI.

Which has better risk-adjusted returns?

XIMR currently has the higher Sharpe Ratio (3.88 vs 2.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.