Screener
XLUI vs UPW
State Street Utilities Select Sector SPDR Premium Income ETF vs ProShares Ultra Utilities
Key differences
- XLUI costs 0.60% less per year.
- XLUI is classified as alternative, while UPW is equity — different risk/return profiles.
- XLUI follows a option income strategy; UPW uses leveraged.
- UPW has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLUI | UPW | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.95% |
| Fund size (AUM) | $9M | $25M |
| Since | 2025 | 2007 |
| Dividend yield | — | 1.35% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | leveraged |
| CAGR 1Y | N/A | +21.3% |
| CAGR 3Y | N/A | +18.7% |
| CAGR 5Y | N/A | +11.1% |
| Sharpe 3Y | N/A | 0.58 |
| Volatility 1Y | — | 28.45% |
| Max drawdown | -6.01% | -62.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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