XLVI vs. EKG
XLVI (State Street Health Care Select Sector SPDR Premium Income ETF) and EKG (First Trust Nasdaq Lux Digital Health Solutions ETF) are both exchange-traded funds - XLVI is a Derivative Income fund actively managed by State Street, while EKG is a Health & Biotech Equities fund tracking the NASDAQ Lux Health Tech Index. XLVI is actively managed, while EKG is passively managed. A 0.50 correlation means they provide meaningful diversification when combined. XLVI charges 0.35%/yr vs 0.65%/yr for EKG.
Performance
XLVI vs. EKG - Performance Comparison
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Returns By Period
In the year-to-date period, XLVI achieves a 2.99% return, which is significantly higher than EKG's -4.18% return.
XLVI
- 1D
- 0.48%
- 1M
- 2.64%
- YTD
- 2.99%
- 6M
- 2.59%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EKG
- 1D
- 3.43%
- 1M
- 9.19%
- YTD
- -4.18%
- 6M
- -5.58%
- 1Y
- 4.48%
- 3Y*
- 0.88%
- 5Y*
- —
- 10Y*
- —
XLVI vs. EKG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XLVI State Street Health Care Select Sector SPDR Premium Income ETF | 2.99% | 12.41% |
EKG First Trust Nasdaq Lux Digital Health Solutions ETF | -4.18% | 7.13% |
Correlation
The correlation between XLVI and EKG is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.50 |
XLVI vs. EKG - Sectors Allocation Comparison
Sectors
XLVI
EKG
Financial Services
-
Healthcare
Basic Materials
-
-
Communication Services
-
-
Consumer Cyclical
-
-
Consumer Defensive
-
-
Energy
-
-
Industrials
-
-
Real Estate
-
-
Technology
-
Utilities
-
-
Financial Services
XLVI
EKG
-
Healthcare
XLVI
EKG
Basic Materials
XLVI
-
EKG
-
Communication Services
XLVI
-
EKG
-
Consumer Cyclical
XLVI
-
EKG
-
Consumer Defensive
XLVI
-
EKG
-
Energy
XLVI
-
EKG
-
Industrials
XLVI
-
EKG
-
Real Estate
XLVI
-
EKG
-
Technology
XLVI
-
EKG
Utilities
XLVI
-
EKG
-
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Return for Risk
XLVI vs. EKG — Risk / Return Rank
XLVI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EKG
XLVI vs. EKG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Health Care Select Sector SPDR Premium Income ETF (XLVI) and First Trust Nasdaq Lux Digital Health Solutions ETF (EKG). 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.
| XLVI | EKG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.05 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.20 | — |
| Martin ratioReturn relative to average drawdown | — | 0.44 | — |
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Drawdowns
XLVI vs. EKG - Drawdown Comparison
The maximum XLVI drawdown since its inception was -8.14%, smaller than the maximum EKG drawdown of -43.82%. Use the drawdown chart below to compare losses from any high point for XLVI and EKG.
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Drawdown Indicators
| XLVI | EKG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.14% | -43.82% | +35.68% |
Max Drawdown (1Y)Largest decline over 1 year | — | -22.09% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -34.49% | — |
Current DrawdownCurrent decline from peak | -0.49% | -15.56% | +15.07% |
Average DrawdownAverage peak-to-trough decline | -1.94% | -22.59% | +20.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 10.19% | — |
Volatility
XLVI vs. EKG - Volatility Comparison
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Volatility by Period
| XLVI | EKG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.59% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 17.85% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.05% | 22.47% | -11.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.05% | 27.12% | -16.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.05% | 27.12% | -16.07% |
XLVI vs. EKG - Expense Ratio Comparison
XLVI has a 0.35% expense ratio, which is lower than EKG's 0.65% expense ratio.
Dividends
XLVI vs. EKG - Dividend Comparison
XLVI's dividend yield for the trailing twelve months is around 11.12%, while EKG has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
EKG First Trust Nasdaq Lux Digital Health Solutions ETF | 0.00% | 0.00% |
XLVI State Street Health Care Select Sector SPDR Premium Income ETF | 11.12% | 5.73% |
Frequently Asked Questions
XLVI and EKG 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, XLVI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLVI is cheaper with a 0.35% expense ratio, compared with 0.65% for EKG.
XLVI has the higher dividend yield at 11.12%, compared with 0.00% for EKG.
XLVI is categorized as Derivative Income, while EKG is Health & Biotech Equities. They also come from different issuers: State Street and First Trust. Their fees differ too: 0.35% for XLVI and 0.65% for EKG.
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