PortfoliosLab logoPortfoliosLab logo
XLVI vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XLVI vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Health Care Select Sector SPDR Premium Income ETF (XLVI) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


XLVI

1D
-0.73%
1M
1.42%
YTD
-1.33%
6M
0.46%
1Y
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLVI vs. IPDP - Yearly Performance Comparison


XLVI vs. IPDP - Sectors Allocation Comparison


Sectors
XLVI
IPDP

Financial Services

100.6%
18.6%

Basic Materials

-

1.5%

Communication Services

-

-

Consumer Cyclical

-

3.6%

Consumer Defensive

-

3.9%

Energy

-

-

Healthcare

-

13.6%

Industrials

-

45.1%

Real Estate

-

-

Technology

-

13.1%

Utilities

-

-

Financial Services

XLVI
100.6%
IPDP
18.6%

Basic Materials

XLVI

-

IPDP
1.5%

Communication Services

XLVI

-

IPDP

-

Consumer Cyclical

XLVI

-

IPDP
3.6%

Consumer Defensive

XLVI

-

IPDP
3.9%

Energy

XLVI

-

IPDP

-

Healthcare

XLVI

-

IPDP
13.6%

Industrials

XLVI

-

IPDP
45.1%

Real Estate

XLVI

-

IPDP

-

Technology

XLVI

-

IPDP
13.1%

Utilities

XLVI

-

IPDP

-

Compare stocks, funds, or ETFs

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


Return for Risk

XLVI vs. IPDP - 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 Dividend Performers ETF (IPDP). 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.


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

XLVI vs. IPDP - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


XLVIIPDPDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.25

Drawdowns

XLVI vs. IPDP - Drawdown Comparison

The maximum XLVI drawdown since its inception was -8.14%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XLVI and IPDP.


Loading charts...

Drawdown Indicators


XLVIIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-8.14%

0.00%

-8.14%

Current Drawdown

Current decline from peak

-4.66%

0.00%

-4.66%

Average Drawdown

Average peak-to-trough decline

-1.94%

0.00%

-1.94%

Volatility

XLVI vs. IPDP - Volatility Comparison


Loading charts...

Volatility by Period


XLVIIPDPDifference

Volatility (1Y)

Calculated over the trailing 1-year period

10.94%

0.00%

+10.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.94%

0.00%

+10.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.94%

0.00%

+10.94%

XLVI vs. IPDP - Expense Ratio Comparison

XLVI has a 0.35% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

XLVI vs. IPDP - Dividend Comparison

XLVI's dividend yield for the trailing twelve months is around 11.61%, while IPDP has not paid dividends to shareholders.


Frequently Asked Questions


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 1.52% for IPDP.

XLVI has the higher dividend yield at 11.61%, compared with 0.00% for IPDP.

They also come from different issuers: State Street and Innovative Portfolios. Their fees differ too: 0.35% for XLVI and 1.52% for IPDP.

Portfolio Optimizer

Find the right allocation for XLVI and IPDP

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