XLCI vs. BPH

Last updated Aug 2, 2026

XLCI (State Street Communication Services Select Sector SPDR Premium Income ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - XLCI is a Derivative Income fund actively managed by State Street, while BPH is a Energy Equities fund actively managed by Precidian. Both are actively managed. Their -0.30 correlation means they have often moved in opposite directions in the past. XLCI charges 0.35%/yr vs 0.19%/yr for BPH.

Performance

XLCI vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Communication Services Select Sector SPDR Premium Income ETF (XLCI) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

XLCI

• 1D: 1.54%
• 1M: -0.56%
• 6M: -4.49%
• YTD: -2.58%
• 1Y: 4.28%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 3.98%

BPH

• 1D: 2.00%
• 1M: 18.84%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*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)
BPH BP p.l.c. ADRhedged ETF	$53.46K	$52.99K	$51.54K
XLCI State Street Communication Services Select Sector SPDR Premium Income ETF	$102.51K	$79.36K	$72.31K

XLCI vs. BPH - Yearly Performance Comparison

	2026 (YTD)
XLCI State Street Communication Services Select Sector SPDR Premium Income ETF	-4.21%
BPH BP p.l.c. ADRhedged ETF	5.67%

Correlation

The correlation between XLCI and BPH is -0.30, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	-0.30

XLCI vs. BPH - Sectors Allocation Comparison

Sectors	XLCI	BPH
Communication Services	100.0%	-
Financial Services	99.8%	-
Basic Materials	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	100.0%
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	-

Return for Risk

XLCI vs. BPH — Risk / Return Rank

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

XLCI

XLCI Risk / Return Rank: 18
XLCI Sharpe Ratio Rank: 17
XLCI Sortino Ratio Rank: 16
XLCI Omega Ratio Rank: 16
XLCI Calmar Ratio Rank: 18
XLCI Martin Ratio Rank: 20

BPH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

XLCI vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Communication Services Select Sector SPDR Premium Income ETF (XLCI) and BP p.l.c. ADRhedged ETF (BPH). 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.

	XLCI	BPH	Difference
Sharpe ratio: Return per unit of total volatility	0.29	—	—
Sortino ratio: Return per unit of downside risk	0.47	—	—
Omega ratio: Gain probability vs. loss probability	1.06	—	—
Calmar ratio: Return relative to maximum drawdown	0.42	—	—
Martin ratio: Return relative to average drawdown	1.23	—	—

Drawdowns

XLCI vs. BPH - Drawdown Comparison

The maximum XLCI drawdown since its inception was -8.44%, smaller than the maximum BPH drawdown of -15.58%. Use the drawdown chart below to compare losses from any high point for XLCI and BPH.

Drawdown Indicators

	XLCI	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-8.44%	-15.58%	+7.14%
Max Drawdown (1Y) Largest decline over 1 year	-8.44%	—	—
Current Drawdown Current decline from peak	-5.54%	0.00%	-5.54%
Average Drawdown Average peak-to-trough decline	-2.06%	-5.64%	+3.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.86%	—	—

Volatility

Volatility by Period

	XLCI	BPH	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.62%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.27%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.32%	28.58%	-16.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.29%	28.58%	-16.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.29%	28.58%	-16.29%

XLCI vs. BPH - Expense Ratio Comparison

XLCI has a 0.35% expense ratio, which is higher than BPH's 0.19% expense ratio.

Dividends

XLCI vs. BPH - Dividend Comparison

XLCI's dividend yield for the trailing twelve months is around 11.73%, more than BPH's 0.48% yield.

Position	TTM	2025
BPH BP p.l.c. ADRhedged ETF	0.48%	0.00%
XLCI State Street Communication Services Select Sector SPDR Premium Income ETF	11.73%	5.23%

Frequently Asked Questions

Can I hold both XLCI and BPH in my portfolio?

XLCI and BPH have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XLCI or BPH?

On fees, BPH is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XLCI or BPH?

BPH is cheaper with a 0.19% expense ratio, compared with 0.35% for XLCI.

Which ETF pays a higher dividend yield, XLCI or BPH?

XLCI has the higher dividend yield at 11.73%, compared with 0.48% for BPH.

What is the main difference between XLCI and BPH?

XLCI is categorized as Derivative Income, while BPH is Energy Equities. They also come from different issuers: State Street and Precidian. Their fees differ too: 0.35% for XLCI and 0.19% for BPH.