XLII vs. XLU
XLII (State Street Industrial Select Sector SPDR Premium Income ETF) and XLU (State Street Utilities Select Sector SPDR ETF) are both exchange-traded funds - XLII is a Derivative Income fund actively managed by State Street, while XLU is a Utilities Equities fund tracking the Utilities Select Sector Index. XLII is actively managed, while XLU is passively managed. At a 0.34 correlation, their price movements are largely independent. XLII charges 0.35%/yr vs 0.08%/yr for XLU.
Performance
XLII vs. XLU - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XLII achieves a 6.73% return, which is significantly higher than XLU's 3.65% return.
XLII
- 1D
- -0.15%
- 1M
- 2.45%
- YTD
- 6.73%
- 6M
- 8.74%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XLU
- 1D
- 0.53%
- 1M
- -5.24%
- YTD
- 3.65%
- 6M
- 1.99%
- 1Y
- 11.64%
- 3Y*
- 13.76%
- 5Y*
- 9.36%
- 10Y*
- 9.22%
XLII vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XLII State Street Industrial Select Sector SPDR Premium Income ETF | 6.73% | 6.62% |
XLU State Street Utilities Select Sector SPDR ETF | 3.65% | 1.63% |
Correlation
The correlation between XLII and XLU is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.34 |
XLII vs. XLU - Sectors Allocation Comparison
Sectors
XLII
XLU
Financial Services
-
Basic Materials
-
-
Communication Services
-
-
Consumer Cyclical
-
-
Consumer Defensive
-
-
Energy
-
-
Healthcare
-
-
Industrials
-
-
Real Estate
-
-
Technology
-
-
Utilities
-
Financial Services
XLII
XLU
-
Basic Materials
XLII
-
XLU
-
Communication Services
XLII
-
XLU
-
Consumer Cyclical
XLII
-
XLU
-
Consumer Defensive
XLII
-
XLU
-
Energy
XLII
-
XLU
-
Healthcare
XLII
-
XLU
-
Industrials
XLII
-
XLU
-
Real Estate
XLII
-
XLU
-
Technology
XLII
-
XLU
-
Utilities
XLII
-
XLU
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XLII vs. XLU — Risk / Return Rank
XLII
XLU
XLII vs. XLU - 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 State Street Utilities Select Sector SPDR ETF (XLU). 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.
Loading charts...
Sharpe Ratios by Period
| XLII | XLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.81 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.54 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.44 | 0.40 | +1.04 |
Drawdowns
XLII vs. XLU - Drawdown Comparison
The maximum XLII drawdown since its inception was -10.10%, smaller than the maximum XLU drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for XLII and XLU.
Loading charts...
Drawdown Indicators
| XLII | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.10% | -51.98% | +41.88% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.18% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -17.26% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.26% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.07% | — |
Current DrawdownCurrent decline from peak | -0.36% | -7.30% | +6.94% |
Average DrawdownAverage peak-to-trough decline | -1.34% | -10.22% | +8.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.11% | — |
Volatility
XLII vs. XLU - Volatility Comparison
Loading charts...
Volatility by Period
| XLII | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.47% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.52% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.55% | 14.57% | -3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.55% | 17.32% | -5.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.55% | 19.25% | -7.70% |
XLII vs. XLU - Expense Ratio Comparison
XLII has a 0.35% expense ratio, which is higher than XLU's 0.08% expense ratio.
Dividends
XLII vs. XLU - Dividend Comparison
XLII's dividend yield for the trailing twelve months is around 11.29%, more than XLU's 2.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLII State Street Industrial Select Sector SPDR Premium Income ETF | 11.29% | 5.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLU State Street Utilities Select Sector SPDR ETF | 2.71% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Frequently Asked Questions
XLII and XLU have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLU is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLU is cheaper with a 0.08% expense ratio, compared with 0.35% for XLII.
XLII has the higher dividend yield at 11.29%, compared with 2.71% for XLU.
XLII is categorized as Derivative Income, while XLU is Utilities Equities. Their fees differ too: 0.35% for XLII and 0.08% for XLU.
Find the right allocation for XLII and XLU
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer