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XLCI vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XLCI vs. IPDP - 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 Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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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%

IPDP

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$102.51K$79.36K$72.31K

XLCI vs. IPDP - Yearly Performance Comparison


XLCI vs. IPDP - Sectors Allocation Comparison


Sectors
XLCI
IPDP

Communication Services

100.0%

-

Financial Services

99.8%
18.6%

Basic Materials

-

3.6%

Consumer Cyclical

-

3.6%

Consumer Defensive

-

3.9%

Energy

-

-

Healthcare

-

13.6%

Industrials

-

43.0%

Real Estate

-

-

Technology

-

13.1%

Utilities

-

-

Communication Services

XLCI
100.0%
IPDP

-

Financial Services

XLCI
99.8%
IPDP
18.6%

Basic Materials

XLCI

-

IPDP
3.6%

Consumer Cyclical

XLCI

-

IPDP
3.6%

Consumer Defensive

XLCI

-

IPDP
3.9%

Energy

XLCI

-

IPDP

-

Healthcare

XLCI

-

IPDP
13.6%

Industrials

XLCI

-

IPDP
43.0%

Real Estate

XLCI

-

IPDP

-

Technology

XLCI

-

IPDP
13.1%

Utilities

XLCI

-

IPDP

-

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Return for Risk

XLCI vs. IPDP — Risk / Return Rank

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

XLCI
XLCI Risk / Return Rank: 1818
Overall Rank
XLCI Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
XLCI Sortino Ratio Rank: 1616
Sortino Ratio Rank
XLCI Omega Ratio Rank: 1616
Omega Ratio Rank
XLCI Calmar Ratio Rank: 1818
Calmar Ratio Rank
XLCI Martin Ratio Rank: 2020
Martin Ratio Rank

IPDP

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. IPDP - 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 Dividend Performers ETF (IPDP). 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.


XLCIIPDPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.06

Calmar ratioReturn relative to maximum drawdown

0.42

Martin ratioReturn relative to average drawdown

1.23

XLCI vs. IPDP - Sharpe Ratio Comparison


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Drawdowns

XLCI vs. IPDP - Drawdown Comparison


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Drawdown Indicators


XLCIIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-8.44%

Max Drawdown (1Y)

Largest decline over 1 year

-8.44%

Current Drawdown

Current decline from peak

-5.54%

Average Drawdown

Average peak-to-trough decline

-2.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.86%

Volatility

XLCI vs. IPDP - Volatility Comparison


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Volatility by Period


XLCIIPDPDifference

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%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.29%

XLCI vs. IPDP - Expense Ratio Comparison

XLCI has a 0.35% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

XLCI vs. IPDP - Dividend Comparison

XLCI's dividend yield for the trailing twelve months is around 11.73%, while IPDP has not paid dividends to shareholders.


Frequently Asked Questions


On fees, XLCI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XLCI is cheaper with a 0.35% expense ratio, compared with 1.52% for IPDP.

XLCI has the higher dividend yield at 11.73%, compared with 0.00% for IPDP.

They also come from different issuers: State Street and Innovative Portfolios. Their fees differ too: 0.35% for XLCI and 1.52% for IPDP.

Portfolio Optimizer

Find the right allocation for XLCI and IPDP

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