JOJO vs XLFI
Comparison between ATAC CREDIT ROTATION ETF (JOJO, ETF) and STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLFI, ETF).
JOJO vs XLFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JOJO
$5.80M
XLFI
$5.80M
Expense Ratio
JOJO
1.24%
Winner
XLFI
0.35%
Max Drawdown
JOJO
33.72%
Winner
XLFI
14.28%
Sharpe Ratio
JOJO
0.37
Winner
XLFI
0.41
5Y Beta
Winner
JOJO
0.09
XLFI
0.53
JOJO vs XLFI - Historical Returns
Returns include dividend reinvestment.
1M
JOJO
-1.40%
Winner
XLFI
+3.88%
3M
JOJO
-1.52%
Winner
XLFI
+6.11%
6M
JOJO
+0.23%
Winner
XLFI
+4.08%
1Y
JOJO
+5.53%
Winner
XLFI
+8.05%
5Y(CAGR)
JOJO
-0.85%
XLFI
N/A
Max(CAGR)
JOJO
-0.90%
Winner
XLFI
+8.26%
JOJO vs XLFI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | JOJO | XLFI |
|---|---|---|
| 2026 | +0.67% | +2.19% |
| 2025 | +10.20% | +5.62% |
| 2024 | +3.21% | N/A |
| 2023 | +6.07% | N/A |
| 2022 | -20.36% | N/A |
| 2021 | -0.35% | N/A |
JOJO vs XLFI Drawdown Comparison
The maximum drawdown for JOJO was -28.43%, occurring on Sep 27, 2022. This drawdown has not yet recovered.
The maximum drawdown for XLFI was -11.90%, occurring on Mar 27, 2026. Recovery took 124 trading sessions.
The current JOJO drawdown is -7.41%. The current XLFI drawdown is -0.52%.
| Rank | JOJO | XLFI |
|---|---|---|
| #1 | -28.43% Nov 5, 2021 - Sep 27, 2022 | -11.90% Jan 6, 2026 - Jul 7, 2026 |
| #2 | -3.31% Jul 19, 2021 - Oct 27, 2021 | -4.08% Nov 12, 2025 - Dec 11, 2025 |
| #3 | -0.35% Oct 27, 2021 - Nov 3, 2021 | -3.26% Sep 29, 2025 - Nov 11, 2025 |
| #4 | N/A | -2.21% Jul 30, 2025 - Aug 13, 2025 |
| #5 | N/A | -1.33% Jul 7, 2026 - Jul 13, 2026 |
| #6 | N/A | -0.96% Dec 26, 2025 - Jan 5, 2026 |
| #7 | N/A | -0.91% Sep 4, 2025 - Sep 11, 2025 |
| #8 | N/A | -0.81% Sep 19, 2025 - Sep 29, 2025 |
| #9 | N/A | -0.73% Jul 16, 2026 - Jul 20, 2026 |
| #10 | N/A | -0.71% Aug 14, 2025 - Aug 20, 2025 |
| #11 | N/A | -0.38% Aug 29, 2025 - Sep 4, 2025 |
| #12 | N/A | -0.32% Aug 20, 2025 - Aug 22, 2025 |
| #13 | N/A | -0.27% Sep 11, 2025 - Sep 17, 2025 |
| #14 | N/A | -0.22% Aug 22, 2025 - Aug 26, 2025 |
| #15 | N/A | -0.15% Dec 16, 2025 - Dec 19, 2025 |
Correlation
Correlation between JOJO and XLFI is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
Dividend Comparison (2021 - 2026)
JOJO vs XLFI dividend yield comparison.
| Year | JOJO | XLFI |
|---|---|---|
| 2026 | 2.69% | 5.61% |
| 2025 | 4.78% | 5.57% |
| 2024 | 4.88% | 0.00% |
| 2023 | 4.30% | 0.00% |
| 2022 | 3.63% | 0.00% |
| 2021 | 2.53% | 0.00% |
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