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XLUI vs SDP

State Street Utilities Select Sector SPDR Premium Income ETF vs ProShares UltraShort Utilities

XLUI

State Street Utilities Select Sector SPDR Premium Income ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$9M

SDP

ProShares UltraShort Utilities

ProShares

Annual cost

0.95%

Fund size

$5M

Key differences

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

Side-by-side comparison

XLUISDP
Annual cost (TER)0.35%0.95%
Fund size (AUM)$9M$5M
Since20252007
Dividend yield5.22%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeinverse
CAGR 1YN/A-20.1%
CAGR 3YN/A-20.1%
CAGR 5YN/A-17.5%
Sharpe 3YN/A-0.64
Volatility 1Y28.45%
Max drawdown-6.01%-92.43%

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

Similar to XLUI and SDP