XLUI vs. FPWR

Last updated Jun 24, 2026

XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) and FPWR (First Trust EIP Power Solutions ETF) are both Utilities Equities funds. Both are actively managed. Their correlation of 0.80 suggests significant overlap in exposure. XLUI charges 0.35%/yr vs 0.96%/yr for FPWR.

Performance

XLUI vs. FPWR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) and First Trust EIP Power Solutions ETF (FPWR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XLUI achieves a 8.84% return, which is significantly lower than FPWR's 14.10% return.

XLUI

• 1D: 0.71%
• 1M: 1.13%
• YTD: 8.84%
• 6M: 9.44%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FPWR

• 1D: 0.73%
• 1M: -0.82%
• YTD: 14.10%
• 6M: 14.06%
• 1Y: 20.93%
• 3Y*: 18.24%
• 5Y*: 12.46%
• 10Y*: —

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

XLUI vs. FPWR - Yearly Performance Comparison

	2026 (YTD)	2025
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	8.84%	0.27%
FPWR First Trust EIP Power Solutions ETF	14.10%	2.27%

Correlation

The correlation between XLUI and FPWR is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.80

XLUI vs. FPWR - Sectors Allocation Comparison

Sectors	XLUI	FPWR
Financial Services	99.7%	1.7%
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	30.0%
Healthcare	-	-
Industrials	-	6.7%
Real Estate	-	-
Technology	-	-
Utilities	-	51.7%

Return for Risk

XLUI vs. FPWR — Risk / Return Rank

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

XLUI

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

FPWR

FPWR Risk / Return Rank: 70
FPWR Sharpe Ratio Rank: 68
FPWR Sortino Ratio Rank: 71
FPWR Omega Ratio Rank: 64
FPWR Calmar Ratio Rank: 84
FPWR Martin Ratio Rank: 64

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.

XLUI vs. FPWR - 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 First Trust EIP Power Solutions ETF (FPWR). 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	FPWR	Difference
Sharpe ratio: Return per unit of total volatility	—	2.00	—
Sortino ratio: Return per unit of downside risk	—	2.89	—
Omega ratio: Gain probability vs. loss probability	—	1.35	—
Calmar ratio: Return relative to maximum drawdown	—	4.19	—
Martin ratio: Return relative to average drawdown	—	10.54	—

Drawdowns

XLUI vs. FPWR - Drawdown Comparison

The maximum XLUI drawdown since its inception was -6.01%, smaller than the maximum FPWR drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for XLUI and FPWR.

Drawdown Indicators

	XLUI	FPWR	Difference
Max Drawdown Largest peak-to-trough decline	-6.01%	-32.28%	+26.27%
Max Drawdown (1Y) Largest decline over 1 year	—	-5.02%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.68%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.88%	—
Current Drawdown Current decline from peak	-1.11%	-1.98%	+0.87%
Average Drawdown Average peak-to-trough decline	-1.98%	-4.98%	+3.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.99%	—

Volatility

Volatility by Period

	XLUI	FPWR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.60%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.20%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.17%	10.57%	+0.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.17%	14.21%	-3.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.17%	17.36%	-6.19%

XLUI vs. FPWR - Expense Ratio Comparison

XLUI has a 0.35% expense ratio, which is lower than FPWR's 0.96% expense ratio.

Dividends

XLUI vs. FPWR - Dividend Comparison

XLUI's dividend yield for the trailing twelve months is around 12.35%, more than FPWR's 1.80% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
FPWR First Trust EIP Power Solutions ETF	1.80%	1.97%	2.52%	2.54%	1.72%	1.66%	1.68%	0.71%
XLUI State Street Utilities Select Sector SPDR Premium Income ETF	12.35%	7.12%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XLUI and FPWR in my portfolio?

XLUI and FPWR have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XLUI or FPWR?

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

Which ETF is cheaper, XLUI or FPWR?

XLUI is cheaper with a 0.35% expense ratio, compared with 0.96% for FPWR.

Which ETF pays a higher dividend yield, XLUI or FPWR?

XLUI has the higher dividend yield at 12.35%, compared with 1.80% for FPWR.

What is the main difference between XLUI and FPWR?

They also come from different issuers: State Street and First Trust. Their fees differ too: 0.35% for XLUI and 0.96% for FPWR.