Screener
XLU vs SDP
State Street Utilities Select Sector SPDR ETF vs ProShares UltraShort Utilities
Key differences
- XLU costs 0.87% less per year.
- XLU is significantly larger than SDP — larger funds tend to be more liquid and less likely to close.
- XLU follows a index tracking strategy; SDP uses inverse.
- Over the last 3 years, XLU has delivered higher annualized returns.
- XLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLU | SDP | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.95% |
| Fund size (AUM) | $24.1B | $5M |
| Since | 1998 | 2007 |
| Dividend yield | 2.54% | 5.22% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | inverse |
| CAGR 1Y | +14.5% | -20.1% |
| CAGR 3Y | +14.4% | -20.1% |
| CAGR 5Y | +10.0% | -17.5% |
| Sharpe 3Y | 0.69 | -0.64 |
| Volatility 1Y | 14.21% | 28.45% |
| Max drawdown | -36.07% | -92.43% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to XLU and SDP
Explore further