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XLSI vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XLSI vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Consumer Staples Select Sector SPDR Premium Income ETF (XLSI) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


XLSI

1D
-0.15%
1M
-1.81%
YTD
1.62%
6M
1.87%
1Y
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLSI vs. IPDP - Yearly Performance Comparison


XLSI vs. IPDP - Sectors Allocation Comparison


Sectors
XLSI
IPDP

Financial Services

100.1%
18.6%

Basic Materials

-

1.5%

Communication Services

-

-

Consumer Cyclical

-

3.6%

Consumer Defensive

-

3.9%

Energy

-

-

Healthcare

-

13.6%

Industrials

-

45.1%

Real Estate

-

-

Technology

-

13.1%

Utilities

-

-

Financial Services

XLSI
100.1%
IPDP
18.6%

Basic Materials

XLSI

-

IPDP
1.5%

Communication Services

XLSI

-

IPDP

-

Consumer Cyclical

XLSI

-

IPDP
3.6%

Consumer Defensive

XLSI

-

IPDP
3.9%

Energy

XLSI

-

IPDP

-

Healthcare

XLSI

-

IPDP
13.6%

Industrials

XLSI

-

IPDP
45.1%

Real Estate

XLSI

-

IPDP

-

Technology

XLSI

-

IPDP
13.1%

Utilities

XLSI

-

IPDP

-

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Return for Risk

XLSI vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Consumer Staples Select Sector SPDR Premium Income ETF (XLSI) and Dividend Performers ETF (IPDP). 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.

XLSI vs. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XLSIIPDPDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

Drawdowns

XLSI vs. IPDP - Drawdown Comparison

The maximum XLSI drawdown since its inception was -7.87%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XLSI and IPDP.


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Drawdown Indicators


XLSIIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-7.87%

0.00%

-7.87%

Current Drawdown

Current decline from peak

-6.58%

0.00%

-6.58%

Average Drawdown

Average peak-to-trough decline

-3.23%

0.00%

-3.23%

Volatility

XLSI vs. IPDP - Volatility Comparison


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Volatility by Period


XLSIIPDPDifference

Volatility (1Y)

Calculated over the trailing 1-year period

10.42%

0.00%

+10.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.42%

0.00%

+10.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.42%

0.00%

+10.42%

XLSI vs. IPDP - Expense Ratio Comparison

XLSI has a 0.35% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

XLSI vs. IPDP - Dividend Comparison

XLSI's dividend yield for the trailing twelve months is around 10.78%, while IPDP has not paid dividends to shareholders.


Frequently Asked Questions


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

XLSI is cheaper with a 0.35% expense ratio, compared with 1.52% for IPDP.

XLSI has the higher dividend yield at 10.78%, compared with 0.00% for IPDP.

They also come from different issuers: State Street and Innovative Portfolios. Their fees differ too: 0.35% for XLSI and 1.52% for IPDP.

Portfolio Optimizer

Find the right allocation for XLSI and IPDP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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