XLUI vs. POWR

Last updated Jul 14, 2026

XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) and POWR (iShares U.S. Power Infrastructure ETF) are both Utilities Equities funds. XLUI is actively managed, while POWR is passively managed. At a 0.46 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.

Returns By Period

In the year-to-date period, XLUI achieves a 10.69% return, which is significantly lower than POWR's 14.64% return.

XLUI

• 1D: 0.57%
• 1M: 3.67%
• 6M: 10.73%
• YTD: 10.69%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

POWR

• 1D: -0.70%
• 1M: -0.82%
• 6M: 14.25%
• YTD: 14.64%
• 1Y: 14.88%
• 3Y*: 10.27%
• 5Y*: 15.77%
• 10Y*: 7.81%

*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	10.69%	0.27%
POWR iShares U.S. Power Infrastructure ETF	14.64%	0.26%

Correlation

The correlation between XLUI and POWR is 0.46, 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	0.46

XLUI vs. POWR - Sectors Allocation Comparison

Sectors	XLUI	POWR
Financial Services	99.3%	-
Basic Materials	-	0.2%
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	17.8%
Healthcare	-	-
Industrials	-	25.2%
Real Estate	-	-
Technology	-	0.5%
Utilities	-	56.4%

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: 37
POWR Sharpe Ratio Rank: 30
POWR Sortino Ratio Rank: 29
POWR Omega Ratio Rank: 28
POWR Calmar Ratio Rank: 53
POWR Martin Ratio Rank: 45

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.

	XLUI	POWR	Difference
Sharpe ratio: Return per unit of total volatility	—	0.89	—
Sortino ratio: Return per unit of downside risk	—	1.31	—
Omega ratio: Gain probability vs. loss probability	—	1.16	—
Calmar ratio: Return relative to maximum drawdown	—	2.11	—
Martin ratio: Return relative to average drawdown	—	5.94	—

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.

Drawdown Indicators

	XLUI	POWR	Difference
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	0.00%	-4.68%	+4.68%
Average Drawdown Average peak-to-trough decline	-1.91%	-18.04%	+16.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.54%	—

Volatility

Volatility by Period

	XLUI	POWR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.51%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.94%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.17%	16.87%	-5.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.17%	23.03%	-11.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.17%	25.49%	-14.32%

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 13.68%, more than POWR's 5.62% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
POWR iShares U.S. Power Infrastructure ETF	5.62%	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	13.68%	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

Can I hold both XLUI and POWR in my portfolio?

XLUI and POWR have a correlation of 0.46, 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 POWR?

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 POWR?

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

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

XLUI has the higher dividend yield at 13.68%, compared with 5.62% for POWR.

What is the main difference between XLUI and POWR?

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