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XLII vs. RBLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XLII vs. RBLD

Last updated Jun 24, 2026

XLII (State Street Industrial Select Sector SPDR Premium Income ETF) and RBLD (First Trust Alerian U.S. NextGen Infrastructure ETF) are both exchange-traded funds - XLII is a Derivative Income fund actively managed by State Street, while RBLD is a Industrials Equities fund tracking the Alerian US NextGen Infrastructure Index - Benchmark TR Net. XLII is actively managed, while RBLD is passively managed. Their correlation of 0.87 suggests significant overlap in exposure. XLII charges 0.35%/yr vs 0.65%/yr for RBLD.

Performance

XLII vs. RBLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Industrial Select Sector SPDR Premium Income ETF (XLII) and First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XLII achieves a 9.77% return, which is significantly lower than RBLD's 19.77% return.

XLII

1D
-1.37%
1M
4.07%
YTD
9.77%
6M
9.38%
1Y
—
3Y*
—
5Y*
—
10Y*
—

RBLD

1D
-1.44%
1M
1.21%
YTD
19.77%
6M
18.56%
1Y
28.39%
3Y*
21.76%
5Y*
11.68%
10Y*
9.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLII vs. RBLD - Yearly Performance Comparison

2026 (YTD)2025
XLII
State Street Industrial Select Sector SPDR Premium Income ETF		9.77%6.30%
RBLD
First Trust Alerian U.S. NextGen Infrastructure ETF		19.77%1.30%

Correlation

The correlation between XLII and RBLD is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 30, 2025

0.87

XLII vs. RBLD - Sectors Allocation Comparison

Sectors
XLII
RBLD

Financial Services

100.8%

-

Industrials

93.8%
40.4%

Technology

5.9%
11.8%

Consumer Cyclical

0.3%

-

Basic Materials

-

6.6%

Communication Services

-

1.0%

Consumer Defensive

-

-

Energy

-

8.7%

Healthcare

-

-

Real Estate

-

4.9%

Utilities

-

27.6%

Financial Services

XLII
100.8%
RBLD

-

Industrials

XLII
93.8%
RBLD
40.4%

Technology

XLII
5.9%
RBLD
11.8%

Consumer Cyclical

XLII
0.3%
RBLD

-

Basic Materials

XLII

-

RBLD
6.6%

Communication Services

XLII

-

RBLD
1.0%

Consumer Defensive

XLII

-

RBLD

-

Energy

XLII

-

RBLD
8.7%

Healthcare

XLII

-

RBLD

-

Real Estate

XLII

-

RBLD
4.9%

Utilities

XLII

-

RBLD
27.6%

Compare stocks, funds, or ETFs

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State Street Industrial Select Sector SPDR Premium Income ETF

First Trust Alerian U.S. NextGen Infrastructure ETF

Often compared with XLII:
XLII vs. IPAVXLII vs. CWIIXLII vs. IVEPXLII vs. PPAXLII vs. RIFRXLII vs. JETSXLII vs. MADE
Often compared with RBLD:
RBLD vs. AIPORBLD vs. GRIDRBLD vs. UTESRBLD vs. PAVERBLD vs. QGRWRBLD vs. GABFRBLD vs. VIS

Return for Risk

XLII vs. RBLD — Risk / Return Rank

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

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

RBLD
RBLD Risk / Return Rank: 7171
Overall Rank
RBLD Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
RBLD Sortino Ratio Rank: 6565
Sortino Ratio Rank
RBLD Omega Ratio Rank: 6161
Omega Ratio Rank
RBLD Calmar Ratio Rank: 8181
Calmar Ratio Rank
RBLD Martin Ratio Rank: 7777
Martin Ratio Rank
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.

XLII vs. RBLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Industrial Select Sector SPDR Premium Income ETF (XLII) and First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD). 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.

XLIIRBLDDifference
Sharpe ratioReturn per unit of total volatility

—

2.05

—

Sortino ratioReturn per unit of downside risk

—

2.76

—

Omega ratioGain probability vs. loss probability

—

1.34

—

Calmar ratioReturn relative to maximum drawdown

—

3.97

—

Martin ratioReturn relative to average drawdown

—

13.47

—

XLII vs. RBLD - Sharpe Ratio Comparison

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Drawdowns

XLII vs. RBLD - Drawdown Comparison

The maximum XLII drawdown since its inception was -10.10%, smaller than the maximum RBLD drawdown of -50.07%. Use the drawdown chart below to compare losses from any high point for XLII and RBLD.

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Drawdown Indicators

XLIIRBLDDifference

Max Drawdown

Largest peak-to-trough decline

-10.10%

-50.07%

+39.97%

Max Drawdown (1Y)

Largest decline over 1 year

—

-7.19%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-19.14%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-22.54%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-50.07%

—

Current Drawdown

Current decline from peak

-1.37%

-1.44%

+0.07%

Average Drawdown

Average peak-to-trough decline

-1.30%

-10.81%

+9.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.11%

—

Volatility

XLII vs. RBLD - Volatility Comparison

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Volatility by Period

XLIIRBLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.94%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

10.87%

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.19%

13.97%

-1.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.19%

16.85%

-4.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.19%

18.62%

-6.43%

XLII vs. RBLD - Expense Ratio Comparison

XLII has a 0.35% expense ratio, which is lower than RBLD's 0.65% expense ratio.

Dividends

XLII vs. RBLD - Dividend Comparison

XLII's dividend yield for the trailing twelve months is around 10.97%, more than RBLD's 1.01% yield.

PositionTTM20252024202320222021202020192018201720162015
RBLD
First Trust Alerian U.S. NextGen Infrastructure ETF		1.01%1.19%1.31%1.16%2.10%1.45%2.88%1.84%1.74%1.49%2.01%1.17%
XLII
State Street Industrial Select Sector SPDR Premium Income ETF		10.97%5.47%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

XLII and RBLD have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

XLII is cheaper with a 0.35% expense ratio, compared with 0.65% for RBLD.

XLII has the higher dividend yield at 10.97%, compared with 1.01% for RBLD.

XLII is categorized as Derivative Income, while RBLD is Industrials Equities. They also come from different issuers: State Street and First Trust. Their fees differ too: 0.35% for XLII and 0.65% for RBLD.

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