XLI vs. UXI
Compare and contrast key facts about Industrial Select Sector SPDR Fund (XLI) and ProShares Ultra Industrials (UXI).
XLI and UXI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLI is a passively managed fund by State Street that tracks the performance of the Industrial Select Sector Index. It was launched on Dec 16, 1998. UXI is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Industrials Index (200%). It was launched on Jan 30, 2007. Both XLI and UXI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XLI vs. UXI - Performance Comparison
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XLI vs. UXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XLI Industrial Select Sector SPDR Fund | 4.55% | 19.35% | 17.31% | 18.13% | -5.57% | 21.08% | 10.91% | 29.08% | -13.25% | 23.98% |
UXI ProShares Ultra Industrials | 6.54% | 28.84% | 26.48% | 27.34% | -32.90% | 34.64% | 16.37% | 67.44% | -28.13% | 51.81% |
Returns By Period
In the year-to-date period, XLI achieves a 4.55% return, which is significantly lower than UXI's 6.54% return. Over the past 10 years, XLI has underperformed UXI with an annualized return of 13.21%, while UXI has yielded a comparatively higher 18.08% annualized return.
XLI
- 1D
- 3.27%
- 1M
- -8.44%
- YTD
- 4.55%
- 6M
- 5.52%
- 1Y
- 25.05%
- 3Y*
- 18.68%
- 5Y*
- 12.06%
- 10Y*
- 13.21%
UXI
- 1D
- 6.35%
- 1M
- -16.89%
- YTD
- 6.54%
- 6M
- 6.52%
- 1Y
- 41.43%
- 3Y*
- 28.34%
- 5Y*
- 10.80%
- 10Y*
- 18.08%
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XLI vs. UXI - Expense Ratio Comparison
XLI has a 0.13% expense ratio, which is lower than UXI's 0.95% expense ratio.
Return for Risk
XLI vs. UXI — Risk / Return Rank
XLI
UXI
XLI vs. UXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Industrial Select Sector SPDR Fund (XLI) and ProShares Ultra Industrials (UXI). 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.
| XLI | UXI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.06 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.60 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.76 | +0.31 |
Martin ratioReturn relative to average drawdown | 8.19 | 6.59 | +1.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XLI | UXI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.06 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.31 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.46 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.27 | +0.17 |
Correlation
The correlation between XLI and UXI is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
XLI vs. UXI - Dividend Comparison
XLI's dividend yield for the trailing twelve months is around 1.27%, more than UXI's 0.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLI Industrial Select Sector SPDR Fund | 1.27% | 1.29% | 1.44% | 1.63% | 1.63% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% |
UXI ProShares Ultra Industrials | 0.77% | 0.90% | 0.18% | 0.21% | 0.24% | 0.03% | 0.29% | 0.58% | 0.37% | 0.24% | 0.38% | 0.41% |
Drawdowns
XLI vs. UXI - Drawdown Comparison
The maximum XLI drawdown since its inception was -62.26%, smaller than the maximum UXI drawdown of -89.01%. Use the drawdown chart below to compare losses from any high point for XLI and UXI.
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Drawdown Indicators
| XLI | UXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.26% | -89.01% | +26.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -24.52% | +12.02% |
Max Drawdown (5Y)Largest decline over 5 years | -21.64% | -48.25% | +26.61% |
Max Drawdown (10Y)Largest decline over 10 years | -42.33% | -66.48% | +24.15% |
Current DrawdownCurrent decline from peak | -9.34% | -18.74% | +9.40% |
Average DrawdownAverage peak-to-trough decline | -9.24% | -22.74% | +13.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 6.56% | -3.39% |
Volatility
XLI vs. UXI - Volatility Comparison
The current volatility for Industrial Select Sector SPDR Fund (XLI) is 6.44%, while ProShares Ultra Industrials (UXI) has a volatility of 13.07%. This indicates that XLI experiences smaller price fluctuations and is considered to be less risky than UXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XLI | UXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 13.07% | -6.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 23.39% | -11.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.45% | 39.30% | -19.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.24% | 35.50% | -18.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 39.21% | -19.33% |