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XLSI vs SZK

State Street Consumer Staples Select Sector SPDR Premium Income ETF vs ProShares UltraShort Consumer Staples

XLSI

State Street Consumer Staples Select Sector SPDR Premium Income ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$2M

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

Key differences

  • XLSI costs 0.60% less per year.
  • XLSI is classified as alternative, while SZK is equity — different risk/return profiles.
  • XLSI follows a option income strategy; SZK uses inverse.
  • SZK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLSISZK
Annual cost (TER)0.35%0.95%
Fund size (AUM)$2M$5M
Since20252007
Dividend yield2.80%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeinverse
CAGR 1YN/A-6.2%
CAGR 3YN/A-4.2%
CAGR 5YN/A-5.5%
Sharpe 3YN/A-0.20
Volatility 1Y24.61%
Max drawdown-7.88%-86.79%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XLSI and SZK