XLKI vs. BBD

Last updated Jul 12, 2026

XLKI (State Street Technology Select Sector SPDR Premium Income ETF) is Technology Equities fund actively managed by State Street, while BBD (Banco Bradesco S.A.) is a stock. At a 0.36 correlation, their price movements are largely independent.

Performance

XLKI vs. BBD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Technology Select Sector SPDR Premium Income ETF (XLKI) and Banco Bradesco S.A. (BBD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XLKI achieves a 15.15% return, which is significantly higher than BBD's 14.28% return.

XLKI

• 1D: 0.28%
• 1M: 1.80%
• 6M: 13.70%
• YTD: 15.15%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBD

• 1D: 4.89%
• 1M: 6.44%
• 6M: 10.52%
• YTD: 14.28%
• 1Y: 36.99%
• 3Y*: 12.12%
• 5Y*: 4.27%
• 10Y*: 2.74%

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

XLKI vs. BBD - Yearly Performance Comparison

	2026 (YTD)	2025
XLKI State Street Technology Select Sector SPDR Premium Income ETF	15.15%	10.02%
BBD Banco Bradesco S.A.	14.28%	25.05%

Correlation

The correlation between XLKI and BBD is 0.36, 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 30, 2025	0.36

Return for Risk

XLKI vs. BBD — Risk / Return Rank

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

XLKI

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

BBD

BBD Risk / Return Rank: 74
BBD Sharpe Ratio Rank: 77
BBD Sortino Ratio Rank: 72
BBD Omega Ratio Rank: 70
BBD Calmar Ratio Rank: 75
BBD Martin Ratio Rank: 75

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.

XLKI vs. BBD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Technology Select Sector SPDR Premium Income ETF (XLKI) and Banco Bradesco S.A. (BBD). 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.

	XLKI	BBD	Difference
Sharpe ratio: Return per unit of total volatility	—	1.07	—
Sortino ratio: Return per unit of downside risk	—	1.57	—
Omega ratio: Gain probability vs. loss probability	—	1.20	—
Calmar ratio: Return relative to maximum drawdown	—	1.67	—
Martin ratio: Return relative to average drawdown	—	3.93	—

Drawdowns

XLKI vs. BBD - Drawdown Comparison

The maximum XLKI drawdown since its inception was -10.24%, smaller than the maximum BBD drawdown of -72.89%. Use the drawdown chart below to compare losses from any high point for XLKI and BBD.

Drawdown Indicators

	XLKI	BBD	Difference
Max Drawdown Largest peak-to-trough decline	-10.24%	-72.89%	+62.65%
Max Drawdown (1Y) Largest decline over 1 year	—	-21.69%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-43.94%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-48.35%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-72.89%	—
Current Drawdown Current decline from peak	-2.95%	-38.22%	+35.27%
Average Drawdown Average peak-to-trough decline	-1.89%	-31.08%	+29.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	9.21%	—

Volatility

Volatility by Period

	XLKI	BBD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.60%	—
Volatility (6M) Calculated over the trailing 6-month period	—	25.77%	—
Volatility (1Y) Calculated over the trailing 1-year period	19.09%	33.89%	-14.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.09%	38.58%	-19.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.09%	42.58%	-23.49%

Dividends

XLKI vs. BBD - Dividend Comparison

XLKI's dividend yield for the trailing twelve months is around 17.21%, more than BBD's 8.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBD Banco Bradesco S.A.	8.02%	9.26%	8.06%	9.57%	2.87%	5.79%	2.70%	5.52%	3.10%	5.05%	3.65%	6.57%
XLKI State Street Technology Select Sector SPDR Premium Income ETF	17.21%	8.52%	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 XLKI and BBD in my portfolio?

XLKI and BBD have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.