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XLUI vs PSCU

State Street Utilities Select Sector SPDR Premium Income ETF vs Invesco S&P SmallCap Utilities & Communication Services ETF

XLUI

State Street Utilities Select Sector SPDR Premium Income ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$9M

PSCU

Invesco S&P SmallCap Utilities & Communication Services ETF

Invesco

Annual cost

0.29%

Fund size

$16M

Key differences

  • PSCU costs 0.06% less per year.
  • XLUI is classified as alternative, while PSCU is equity — different risk/return profiles.
  • XLUI follows a option income strategy; PSCU uses index tracking.
  • PSCU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLUIPSCU
Annual cost (TER)0.35%0.29%
Fund size (AUM)$9M$16M
Since20252010
Dividend yield0.97%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+19.0%
CAGR 3YN/A+6.9%
CAGR 5YN/A+1.4%
Sharpe 3YN/A0.26
Volatility 1Y15.76%
Max drawdown-6.01%-29.97%

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

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