PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
XLSI vs. SPYG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XLSI vs. SPYG

Last updated Jul 14, 2026
Documentation

XLSI (Consumer Staples Select Sector SPDR Premium Income ETF) and SPYG (State Street SPDR Portfolio S&P 500 Growth ETF) are both exchange-traded funds - XLSI is a Derivative Income fund actively managed by State Street, while SPYG is a S&P 500 fund tracking the S&P 500 Growth Index. XLSI is actively managed, while SPYG is passively managed. At a correlation of -0.21, they often move in opposite directions. XLSI charges 0.35%/yr vs 0.04%/yr for SPYG.

Performance

XLSI vs. SPYG - 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 State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, XLSI achieves a 6.26% return, which is significantly lower than SPYG's 10.97% return.

XLSI

1D
0.61%
1M
0.18%
6M
3.33%
YTD
6.26%
1Y
—
3Y*
—
5Y*
—
10Y*
—

SPYG

1D
-1.58%
1M
1.15%
6M
9.34%
YTD
10.97%
1Y
23.89%
3Y*
25.06%
5Y*
13.59%
10Y*
17.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLSI vs. SPYG - Yearly Performance Comparison

2026 (YTD)2025
XLSI
Consumer Staples Select Sector SPDR Premium Income ETF		6.26%-1.06%
SPYG
State Street SPDR Portfolio S&P 500 Growth ETF		10.97%8.67%

Correlation

The correlation between XLSI and SPYG is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

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

-0.21

XLSI vs. SPYG - Sectors Allocation Comparison

Sectors
XLSI
SPYG

Financial Services

98.9%
8.9%

Basic Materials

-

0.4%

Communication Services

-

15.9%

Consumer Cyclical

-

8.5%

Consumer Defensive

-

1.0%

Energy

-

0.1%

Healthcare

-

6.2%

Industrials

-

5.2%

Real Estate

-

0.6%

Technology

-

52.0%

Utilities

-

1.2%

Financial Services

XLSI
98.9%
SPYG
8.9%

Basic Materials

XLSI

-

SPYG
0.4%

Communication Services

XLSI

-

SPYG
15.9%

Consumer Cyclical

XLSI

-

SPYG
8.5%

Consumer Defensive

XLSI

-

SPYG
1.0%

Energy

XLSI

-

SPYG
0.1%

Healthcare

XLSI

-

SPYG
6.2%

Industrials

XLSI

-

SPYG
5.2%

Real Estate

XLSI

-

SPYG
0.6%

Technology

XLSI

-

SPYG
52.0%

Utilities

XLSI

-

SPYG
1.2%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Consumer Staples Select Sector SPDR Premium Income ETF

State Street SPDR Portfolio S&P 500 Growth ETF

Often compared with XLSI:
XLSI vs. XLEXLSI vs. OMAHXLSI vs. XLUIXLSI vs. FAIXLSI vs. BAIXLSI vs. BILXLSI vs. XLU
Often compared with SPYG:
SPYG vs. SPYSPYG vs. SCHGSPYG vs. VOOSPYG vs. VUGSPYG vs. VOOGSPYG vs. SPYMSPYG vs. SPYV

Return for Risk

XLSI vs. SPYG — Risk / Return Rank

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

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

SPYG
SPYG Risk / Return Rank: 4848
Overall Rank
SPYG Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
SPYG Sortino Ratio Rank: 4848
Sortino Ratio Rank
SPYG Omega Ratio Rank: 4848
Omega Ratio Rank
SPYG Calmar Ratio Rank: 4343
Calmar Ratio Rank
SPYG Martin Ratio Rank: 5050
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.

XLSI vs. SPYG - 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 State Street SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.

XLSISPYGDifference
Sharpe ratioReturn per unit of total volatility

—

1.38

—

Sortino ratioReturn per unit of downside risk

—

1.94

—

Omega ratioGain probability vs. loss probability

—

1.24

—

Calmar ratioReturn relative to maximum drawdown

—

1.74

—

Martin ratioReturn relative to average drawdown

—

6.69

—

XLSI vs. SPYG - Sharpe Ratio Comparison

Loading charts...

Drawdowns

XLSI vs. SPYG - Drawdown Comparison

The maximum XLSI drawdown since its inception was -7.87%, smaller than the maximum SPYG drawdown of -67.63%. Use the drawdown chart below to compare losses from any high point for XLSI and SPYG.

Loading charts...

Drawdown Indicators

XLSISPYGDifference

Max Drawdown

Largest peak-to-trough decline

-7.87%

-67.63%

+59.76%

Max Drawdown (1Y)

Largest decline over 1 year

—

-13.76%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-22.14%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-32.67%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-32.67%

—

Current Drawdown

Current decline from peak

-2.31%

-3.55%

+1.24%

Average Drawdown

Average peak-to-trough decline

-3.24%

-24.24%

+21.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.58%

—

Volatility

XLSI vs. SPYG - Volatility Comparison

Loading charts...

Volatility by Period

XLSISPYGDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

6.43%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

14.28%

—

Volatility (1Y)

Calculated over the trailing 1-year period

11.07%

17.49%

-6.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.07%

21.42%

-10.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.07%

20.73%

-9.66%

XLSI vs. SPYG - Expense Ratio Comparison

XLSI has a 0.35% expense ratio, which is higher than SPYG's 0.04% expense ratio.

Dividends

XLSI vs. SPYG - Dividend Comparison

XLSI's dividend yield for the trailing twelve months is around 11.94%, more than SPYG's 0.49% yield.

PositionTTM20252024202320222021202020192018201720162015
SPYG
State Street SPDR Portfolio S&P 500 Growth ETF		0.49%0.52%0.60%1.15%1.03%0.62%0.90%1.37%1.51%1.41%1.55%1.57%
XLSI
Consumer Staples Select Sector SPDR Premium Income ETF		11.94%5.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

XLSI and SPYG have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPYG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPYG is cheaper with a 0.04% expense ratio, compared with 0.35% for XLSI.

XLSI has the higher dividend yield at 11.94%, compared with 0.49% for SPYG.

XLSI is categorized as Derivative Income, while SPYG is S&P 500. Their fees differ too: 0.35% for XLSI and 0.04% for SPYG.

Portfolio Optimizer

Find the right allocation for XLSI and SPYG

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