XLUI vs. BSCQ
XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) and BSCQ (Invesco BulletShares 2026 Corporate Bond ETF) are both exchange-traded funds - XLUI is a Utilities Equities fund actively managed by State Street, while BSCQ is a Corporate Bonds fund tracking the NASDAQ BulletShares USD Corporate Bond 2026 Index. XLUI is actively managed, while BSCQ is passively managed. Over the past year, XLUI returned 8.36% vs 4.14% for BSCQ. Their -0.10 correlation means they have often moved in opposite directions in the past. XLUI charges 0.35%/yr vs 0.10%/yr for BSCQ.
Performance
XLUI vs. BSCQ - Performance Comparison
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Returns By Period
In the year-to-date period, XLUI achieves a 8.22% return, which is significantly higher than BSCQ's 2.12% return.
XLUI
- 1D
- -0.50%
- 1M
- -1.79%
- 6M
- 6.47%
- YTD
- 8.22%
- 1Y
- 8.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 8.49%
BSCQ
- 1D
- 0.00%
- 1M
- 0.28%
- 6M
- 1.89%
- YTD
- 2.12%
- 1Y
- 4.14%
- 3Y*
- 5.21%
- 5Y*
- 1.45%
- 10Y*
- —
- ALL TIME*
- 2.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $16.03M | $15.67M | $16.70M | |
| $811.48K | $735.97K | $652.13K |
XLUI vs. BSCQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XLUI State Street Utilities Select Sector SPDR Premium Income ETF | 8.22% | 0.27% |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 2.12% | 2.14% |
Correlation
The correlation between XLUI and BSCQ is -0.10, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.10 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | -0.10 |
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Return for Risk
XLUI vs. BSCQ — Risk / Return Rank
XLUI
BSCQ
XLUI vs. BSCQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) and Invesco BulletShares 2026 Corporate Bond ETF (BSCQ). 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.
| XLUI | BSCQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -6.42 | ||
| Sortino ratioReturn per unit of downside risk | -15.44 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 3.55 | -2.41 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 41.96 | -40.54 |
| Martin ratioReturn relative to average drawdown | 3.39 | 186.05 | -182.66 |
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Drawdowns
XLUI vs. BSCQ - Drawdown Comparison
The maximum XLUI drawdown since its inception was -6.01%, smaller than the maximum BSCQ drawdown of -16.50%. Use the drawdown chart below to compare losses from any high point for XLUI and BSCQ.
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Drawdown Indicators
| XLUI | BSCQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.01% | -16.50% | +10.49% |
Max Drawdown (1Y)Largest decline over 1 year | -6.01% | -0.10% | -5.91% |
Max Drawdown (3Y)Largest decline over 3 years | — | -1.00% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -12.98% | — |
Current DrawdownCurrent decline from peak | -3.64% | 0.00% | -3.64% |
Average DrawdownAverage peak-to-trough decline | -1.87% | -2.80% | +0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 0.02% | +2.49% |
Volatility
XLUI vs. BSCQ - Volatility Comparison
State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) has a higher volatility of 3.81% compared to Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) at 0.16%. This indicates that XLUI's price experiences larger fluctuations and is considered to be riskier than BSCQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XLUI | BSCQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 0.16% | +3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 0.42% | +8.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.32% | 0.60% | +10.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.30% | 3.28% | +8.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.30% | 4.73% | +6.57% |
XLUI vs. BSCQ - Expense Ratio Comparison
XLUI has a 0.35% expense ratio, which is higher than BSCQ's 0.10% expense ratio.
Dividends
XLUI vs. BSCQ - Dividend Comparison
XLUI's dividend yield for the trailing twelve months is around 14.00%, more than BSCQ's 4.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 4.09% | 4.14% | 4.05% | 3.53% | 2.54% | 1.91% | 2.42% | 2.96% | 3.32% | 2.92% | 0.51% |
XLUI State Street Utilities Select Sector SPDR Premium Income ETF | 14.00% | 7.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XLUI and BSCQ have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XLUI has higher volatility (3.81%) compared to BSCQ (0.16%). In terms of maximum drawdown, XLUI dropped -6.01% vs BSCQ's -16.50%.
On 1-year performance, XLUI leads with 8.36% vs 4.14% for BSCQ. On fees, BSCQ is cheaper at 0.10% per year. On volatility, BSCQ has been the lower-risk option at 0.16%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XLUI has performed better with a 8.36% return vs 4.14%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BSCQ is cheaper with a 0.10% expense ratio, compared with 0.35% for XLUI.
XLUI has the higher dividend yield at 14.00%, compared with 4.09% for BSCQ.
XLUI is categorized as Utilities Equities, while BSCQ is Corporate Bonds. They also come from different issuers: State Street and Invesco. Their fees differ too: 0.35% for XLUI and 0.10% for BSCQ.
BSCQ currently has the higher Sharpe Ratio (7.17 vs 0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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