PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
XLUI vs. POWR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XLUI vs. POWR

Last updated Jun 24, 2026

XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) and POWR (iShares U.S. Power Infrastructure ETF) are both Utilities Equities funds. Both are actively managed. At a 0.50 correlation, their price movements are largely independent. XLUI charges 0.35%/yr vs 0.40%/yr for POWR.

Performance

XLUI vs. POWR - 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 iShares U.S. Power Infrastructure ETF (POWR). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, XLUI achieves a 8.84% return, which is significantly lower than POWR's 17.55% return.

XLUI

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

POWR

1D
-1.96%
1M
-0.61%
YTD
17.55%
6M
16.63%
1Y
21.00%
3Y*
12.24%
5Y*
14.68%
10Y*
8.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLUI vs. POWR - Yearly Performance Comparison

2026 (YTD)2025
XLUI
State Street Utilities Select Sector SPDR Premium Income ETF		8.84%0.27%
POWR
iShares U.S. Power Infrastructure ETF		17.55%0.26%

Correlation

The correlation between XLUI and POWR is 0.50, 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

0.50

XLUI vs. POWR - Sectors Allocation Comparison

Sectors
XLUI
POWR

Financial Services

99.7%

-

Basic Materials

-

1.0%

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

11.0%

Healthcare

-

-

Industrials

-

33.0%

Real Estate

-

-

Technology

-

9.5%

Utilities

-

45.6%

Financial Services

XLUI
99.7%
POWR

-

Basic Materials

XLUI

-

POWR
1.0%

Communication Services

XLUI

-

POWR

-

Consumer Cyclical

XLUI

-

POWR

-

Consumer Defensive

XLUI

-

POWR

-

Energy

XLUI

-

POWR
11.0%

Healthcare

XLUI

-

POWR

-

Industrials

XLUI

-

POWR
33.0%

Real Estate

XLUI

-

POWR

-

Technology

XLUI

-

POWR
9.5%

Utilities

XLUI

-

POWR
45.6%

Compare stocks, funds, or ETFs

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

State Street Utilities Select Sector SPDR Premium Income ETF

iShares U.S. Power Infrastructure ETF

Often compared with XLUI:
XLUI vs. XLUXLUI vs. VPUXLUI vs. PAVEXLUI vs. FUTYXLUI vs. XLEXLUI vs. BILTXLUI vs. JXI
Often compared with POWR:
POWR vs. GRIDPOWR vs. AIPOPOWR vs. XLUPOWR vs. PAVEPOWR vs. ZAPPOWR vs. VPUPOWR vs. SOXX

Return for Risk

XLUI vs. POWR — 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.

POWR
POWR Risk / Return Rank: 4444
Overall Rank
POWR Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
POWR Sortino Ratio Rank: 3535
Sortino Ratio Rank
POWR Omega Ratio Rank: 3434
Omega Ratio Rank
POWR Calmar Ratio Rank: 6363
Calmar Ratio Rank
POWR Martin Ratio Rank: 5252
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.

XLUI vs. POWR - 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 iShares U.S. Power Infrastructure ETF (POWR). 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.

XLUIPOWRDifference
Sharpe ratioReturn per unit of total volatility

—

1.25

—

Sortino ratioReturn per unit of downside risk

—

1.79

—

Omega ratioGain probability vs. loss probability

—

1.22

—

Calmar ratioReturn relative to maximum drawdown

—

2.98

—

Martin ratioReturn relative to average drawdown

—

8.63

—

XLUI vs. POWR - Sharpe Ratio Comparison

Loading charts...

Drawdowns

XLUI vs. POWR - Drawdown Comparison

The maximum XLUI drawdown since its inception was -6.01%, smaller than the maximum POWR drawdown of -65.98%. Use the drawdown chart below to compare losses from any high point for XLUI and POWR.

Loading charts...

Drawdown Indicators

XLUIPOWRDifference

Max Drawdown

Largest peak-to-trough decline

-6.01%

-65.98%

+59.97%

Max Drawdown (1Y)

Largest decline over 1 year

—

-7.09%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-23.14%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-25.09%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-63.42%

—

Current Drawdown

Current decline from peak

-1.11%

-2.27%

+1.16%

Average Drawdown

Average peak-to-trough decline

-1.98%

-18.09%

+16.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.45%

—

Volatility

XLUI vs. POWR - Volatility Comparison

Loading charts...

Volatility by Period

XLUIPOWRDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

6.33%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

12.75%

—

Volatility (1Y)

Calculated over the trailing 1-year period

11.17%

16.94%

-5.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.17%

23.08%

-11.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.17%

25.52%

-14.35%

XLUI vs. POWR - Expense Ratio Comparison

XLUI has a 0.35% expense ratio, which is lower than POWR's 0.40% expense ratio.

Dividends

XLUI vs. POWR - Dividend Comparison

XLUI's dividend yield for the trailing twelve months is around 12.35%, more than POWR's 5.48% yield.

PositionTTM20252024202320222021202020192018201720162015
POWR
iShares U.S. Power Infrastructure ETF		5.48%7.56%4.36%4.16%4.82%3.94%3.96%5.71%3.17%3.11%2.75%3.42%
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%0.00%0.00%0.00%0.00%

Frequently Asked Questions

XLUI and POWR have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

XLUI is cheaper with a 0.35% expense ratio, compared with 0.40% for POWR.

XLUI has the higher dividend yield at 12.35%, compared with 5.48% for POWR.

They also come from different issuers: State Street and iShares. Their fees differ too: 0.35% for XLUI and 0.40% for POWR.

Portfolio Optimizer

Find the right allocation for XLUI and POWR

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