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XLUI vs. PSCU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XLUI vs. PSCU

Last updated Jul 17, 2026
Documentation

XLUI (State Street Utilities Select Sector SPDR Premium Income ETF) and PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) are both Utilities Equities funds. XLUI is actively managed, while PSCU is passively managed. At a 0.32 correlation, their price movements are largely independent. XLUI charges 0.35%/yr vs 0.29%/yr for PSCU.

Performance

XLUI vs. PSCU - 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 Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XLUI achieves a 10.37% return, which is significantly lower than PSCU's 13.45% return.

XLUI

1D
0.57%
1M
2.15%
6M
8.39%
YTD
10.37%
1Y
—
3Y*
—
5Y*
—
10Y*
—

PSCU

1D
0.34%
1M
1.12%
6M
10.24%
YTD
13.45%
1Y
16.31%
3Y*
7.75%
5Y*
1.33%
10Y*
5.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLUI vs. PSCU - Yearly Performance Comparison

2026 (YTD)2025
XLUI
State Street Utilities Select Sector SPDR Premium Income ETF		10.37%0.27%
PSCU
Invesco S&P SmallCap Utilities & Communication Services ETF		13.45%3.36%

Correlation

The correlation between XLUI and PSCU is 0.32, 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

0.32

XLUI vs. PSCU - Sectors Allocation Comparison

Sectors
XLUI
PSCU

Financial Services

99.3%
0.0%

Basic Materials

-

-

Communication Services

-

58.9%

Consumer Cyclical

-

3.6%

Consumer Defensive

-

-

Energy

-

-

Healthcare

-

-

Industrials

-

3.5%

Real Estate

-

2.0%

Technology

-

0.9%

Utilities

-

31.2%

Financial Services

XLUI
99.3%
PSCU
0.0%

Basic Materials

XLUI

-

PSCU

-

Communication Services

XLUI

-

PSCU
58.9%

Consumer Cyclical

XLUI

-

PSCU
3.6%

Consumer Defensive

XLUI

-

PSCU

-

Energy

XLUI

-

PSCU

-

Healthcare

XLUI

-

PSCU

-

Industrials

XLUI

-

PSCU
3.5%

Real Estate

XLUI

-

PSCU
2.0%

Technology

XLUI

-

PSCU
0.9%

Utilities

XLUI

-

PSCU
31.2%

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

Invesco S&P SmallCap Utilities & Communication Services ETF

Often compared with XLUI:
XLUI vs. XLUXLUI vs. POWRXLUI vs. VPUXLUI vs. PAVEXLUI vs. FUTYXLUI vs. JXIXLUI vs. XLE
Often compared with PSCU:
PSCU vs. PSCCPSCU vs. FUTYPSCU vs. XLUPSCU vs. GABFPSCU vs. UTGPSCU vs. VOOPSCU vs. XSD

Return for Risk

XLUI vs. PSCU — 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.

PSCU
PSCU Risk / Return Rank: 3838
Overall Rank
PSCU Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
PSCU Sortino Ratio Rank: 3636
Sortino Ratio Rank
PSCU Omega Ratio Rank: 3131
Omega Ratio Rank
PSCU Calmar Ratio Rank: 4848
Calmar Ratio Rank
PSCU Martin Ratio Rank: 3838
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. PSCU - 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 S&P SmallCap Utilities & Communication Services ETF (PSCU). 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.

XLUIPSCUDifference
Sharpe ratioReturn per unit of total volatility

—

1.04

—

Sortino ratioReturn per unit of downside risk

—

1.58

—

Omega ratioGain probability vs. loss probability

—

1.18

—

Calmar ratioReturn relative to maximum drawdown

—

1.97

—

Martin ratioReturn relative to average drawdown

—

4.81

—

XLUI vs. PSCU - Sharpe Ratio Comparison

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Drawdowns

XLUI vs. PSCU - Drawdown Comparison

The maximum XLUI drawdown since its inception was -6.01%, smaller than the maximum PSCU drawdown of -29.97%. Use the drawdown chart below to compare losses from any high point for XLUI and PSCU.

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Drawdown Indicators

XLUIPSCUDifference

Max Drawdown

Largest peak-to-trough decline

-6.01%

-29.97%

+23.96%

Max Drawdown (1Y)

Largest decline over 1 year

—

-8.32%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-23.55%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-29.97%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-29.97%

—

Current Drawdown

Current decline from peak

-0.36%

-2.46%

+2.10%

Average Drawdown

Average peak-to-trough decline

-1.89%

-7.63%

+5.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.40%

—

Volatility

XLUI vs. PSCU - Volatility Comparison

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Volatility by Period

XLUIPSCUDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.59%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

11.54%

—

Volatility (1Y)

Calculated over the trailing 1-year period

11.16%

15.69%

-4.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.16%

18.46%

-7.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.16%

19.50%

-8.34%

XLUI vs. PSCU - Expense Ratio Comparison

XLUI has a 0.35% expense ratio, which is higher than PSCU's 0.29% expense ratio.

Dividends

XLUI vs. PSCU - Dividend Comparison

XLUI's dividend yield for the trailing twelve months is around 13.72%, more than PSCU's 0.98% yield.

PositionTTM20252024202320222021202020192018201720162015
PSCU
Invesco S&P SmallCap Utilities & Communication Services ETF		0.98%1.10%0.98%1.60%1.71%2.69%1.20%2.47%2.35%1.84%6.93%2.94%
XLUI
State Street Utilities Select Sector SPDR Premium Income ETF		13.72%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 PSCU have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PSCU is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PSCU is cheaper with a 0.29% expense ratio, compared with 0.35% for XLUI.

XLUI has the higher dividend yield at 13.72%, compared with 0.98% for PSCU.

They also come from different issuers: State Street and Invesco. Their fees differ too: 0.35% for XLUI and 0.29% for PSCU.

Portfolio Optimizer

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