XLEI vs. HYMB

Last updated Jun 4, 2026

XLEI (State Street Energy Select Sector SPDR Premium Income ETF) and HYMB (SPDR Nuveen Bloomberg Barclays High Yield Municipal Bond ETF) are both exchange-traded funds - XLEI is a Energy Equities fund tracking the S&P Energy Select Sector, while HYMB is a Municipal Bonds fund tracking the Bloomberg Municipal Yield. Both are passively managed. At a correlation of -0.23, they often move in opposite directions. Both charge a 0.35% expense ratio.

Performance

XLEI vs. HYMB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Energy Select Sector SPDR Premium Income ETF (XLEI) and SPDR Nuveen Bloomberg Barclays High Yield Municipal Bond ETF (HYMB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XLEI achieves a 20.42% return, which is significantly higher than HYMB's 2.87% return.

XLEI

• 1D: 1.05%
• 1M: 1.40%
• YTD: 20.42%
• 6M: 20.06%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

HYMB

• 1D: -0.04%
• 1M: 1.19%
• YTD: 2.87%
• 6M: 3.18%
• 1Y: 7.43%
• 3Y*: 5.09%
• 5Y*: 0.42%
• 10Y*: 2.46%

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

XLEI vs. HYMB - Yearly Performance Comparison

	2026 (YTD)	2025
XLEI State Street Energy Select Sector SPDR Premium Income ETF	20.42%	6.77%
HYMB SPDR Nuveen Bloomberg Barclays High Yield Municipal Bond ETF	2.87%	5.23%

Correlation

The correlation between XLEI and HYMB is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025	-0.23

XLEI vs. HYMB - Sectors Allocation Comparison

Sectors	XLEI	HYMB
Financial Services	100.3%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	100.0%

Return for Risk

XLEI vs. HYMB — Risk / Return Rank

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

HYMB

HYMB Risk / Return Rank: 53
HYMB Sharpe Ratio Rank: 53
HYMB Sortino Ratio Rank: 54
HYMB Omega Ratio Rank: 60
HYMB Calmar Ratio Rank: 48
HYMB Martin Ratio Rank: 49

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.

XLEI vs. HYMB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Energy Select Sector SPDR Premium Income ETF (XLEI) and SPDR Nuveen Bloomberg Barclays High Yield Municipal Bond ETF (HYMB). 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.

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

Sharpe Ratios by Period

	XLEI	HYMB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.84	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.06	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.22	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.65	0.45	+2.20

Drawdowns

XLEI vs. HYMB - Drawdown Comparison

The maximum XLEI drawdown since its inception was -7.98%, smaller than the maximum HYMB drawdown of -29.57%. Use the drawdown chart below to compare losses from any high point for XLEI and HYMB.

Drawdown Indicators

	XLEI	HYMB	Difference
Max Drawdown Largest peak-to-trough decline	-7.98%	-29.57%	+21.59%
Max Drawdown (1Y) Largest decline over 1 year	—	-3.11%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-7.44%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.15%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-0.97%	-0.04%	-0.93%
Average Drawdown Average peak-to-trough decline	-1.52%	-3.81%	+2.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.88%	—

Volatility

Volatility by Period

	XLEI	HYMB	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.35%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.14%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.16%	4.05%	+9.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.16%	6.66%	+6.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.16%	11.36%	+1.80%

XLEI vs. HYMB - Expense Ratio Comparison

Both XLEI and HYMB have an expense ratio of 0.35%.

Dividends

XLEI vs. HYMB - Dividend Comparison

XLEI's dividend yield for the trailing twelve months is around 16.59%, more than HYMB's 4.54% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HYMB SPDR Nuveen Bloomberg Barclays High Yield Municipal Bond ETF	4.54%	4.55%	4.29%	4.07%	3.77%	3.19%	3.55%	3.95%	4.03%	3.78%	4.08%	4.54%
XLEI State Street Energy Select Sector SPDR Premium Income ETF	16.59%	10.17%	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 XLEI and HYMB in my portfolio?

XLEI and HYMB have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XLEI or HYMB?

Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XLEI or HYMB?

XLEI and HYMB have the same expense ratio: 0.35% per year.

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

XLEI has the higher dividend yield at 16.59%, compared with 4.54% for HYMB.

What is the main difference between XLEI and HYMB?

XLEI is categorized as Energy Equities, while HYMB is Municipal Bonds. XLEI tracks S&P Energy Select Sector, while HYMB tracks Bloomberg Municipal Yield.