XUSP vs. XLI
Compare and contrast key facts about Innovator Uncapped Accelerated U.S. Equity ETF (XUSP) and Industrial Select Sector SPDR Fund (XLI).
XUSP and XLI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XUSP is an actively managed fund by Innovator. It was launched on Aug 10, 2022. XLI is a passively managed fund by State Street that tracks the performance of the Industrial Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XUSP or XLI.
Correlation
The correlation between XUSP and XLI is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XUSP vs. XLI - Performance Comparison
Key characteristics
XUSP:
1.77
XLI:
1.27
XUSP:
2.38
XLI:
1.89
XUSP:
1.31
XLI:
1.23
XUSP:
2.71
XLI:
2.13
XUSP:
10.79
XLI:
7.12
XUSP:
2.93%
XLI:
2.43%
XUSP:
17.84%
XLI:
13.70%
XUSP:
-18.20%
XLI:
-62.26%
XUSP:
-4.76%
XLI:
-7.92%
Returns By Period
In the year-to-date period, XUSP achieves a 32.03% return, which is significantly higher than XLI's 17.45% return.
XUSP
32.03%
-3.48%
9.67%
32.03%
N/A
N/A
XLI
17.45%
-7.92%
10.33%
17.45%
11.99%
10.90%
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XUSP vs. XLI - Expense Ratio Comparison
XUSP has a 0.79% expense ratio, which is higher than XLI's 0.13% expense ratio.
Risk-Adjusted Performance
XUSP vs. XLI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator Uncapped Accelerated U.S. Equity ETF (XUSP) and Industrial Select Sector SPDR Fund (XLI). 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.
Dividends
XUSP vs. XLI - Dividend Comparison
XUSP has not paid dividends to shareholders, while XLI's dividend yield for the trailing twelve months is around 1.44%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
XUSP Innovator Uncapped Accelerated U.S. Equity ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLI Industrial Select Sector SPDR Fund | 1.44% | 1.63% | 1.64% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% | 1.85% |
Drawdowns
XUSP vs. XLI - Drawdown Comparison
The maximum XUSP drawdown since its inception was -18.20%, smaller than the maximum XLI drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for XUSP and XLI. For additional features, visit the drawdowns tool.
Volatility
XUSP vs. XLI - Volatility Comparison
Innovator Uncapped Accelerated U.S. Equity ETF (XUSP) has a higher volatility of 5.55% compared to Industrial Select Sector SPDR Fund (XLI) at 3.86%. This indicates that XUSP's price experiences larger fluctuations and is considered to be riskier than XLI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.