LITL vs XLBI
Comparison between Simplify Piper Sandler US SmallCap PLUS Income ETF (LITL, ETF) and STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLBI, ETF).
LITL vs XLBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LITL vs XLBI - Holdings Comparison
LITL and XLBI have 0 common holdings. Overlap is 0.00%
LITL's top 25 holdings weight is 20.03%. XLBI's top 25 holdings weight is 100.49%.
| Rank | LITL | XLBI |
|---|---|---|
| #1 | ANTERIX INC (ATEX) - 1.04% | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 100.49% |
| #2 | CASH (n/a) - 1.02% | N/A |
| #3 | ALIGNMENT HEALTHCARE INC (ALHC) - 0.94% | N/A |
| #4 | NUTEX HEALTH INC (NUTX) - 0.90% | N/A |
| #5 | MYERS INDUSTRIES INC (MYE) - 0.85% | N/A |
| #6 | n/a (LFST) - 0.84% | N/A |
| #7 | DAVE INC ORDINARY SHARES CLASS A (DAVE) - 0.84% | N/A |
| #8 | LIFE360 INC COMMON STOCK (LIF) - 0.82% | N/A |
| #9 | VERACYTE INC (VCYT) - 0.79% | N/A |
| #10 | EVERQUOTE INC CLASS A (EVER) - 0.79% | N/A |
| #11 | LGI HOMES INC (LGIH) - 0.78% | N/A |
| #12 | SENECA FOODS CORP CLASS A (SENEA) - 0.77% | N/A |
| #13 | OMADA HEALTH INC (OMDA) - 0.77% | N/A |
| #14 | COMMVAULT SYSTEMS INC (CVLT) - 0.76% | N/A |
| #15 | MAREX GROUP PLC (MRX) - 0.75% | N/A |
| #16 | NWPX INFRASTRUCTURE INC (NWPX) - 0.75% | N/A |
| #17 | QUALYS INC (QLYS) - 0.74% | N/A |
| #18 | KOHL'S CORP (KSS) - 0.74% | N/A |
| #19 | ATLANTICUS HOLDINGS CORP (ATLC) - 0.74% | N/A |
| #20 | BRINKER INTERNATIONAL INC (EAT) - 0.74% | N/A |
| #21 | PACS GROUP INC (PACS) - 0.74% | N/A |
| #22 | CAREDX INC (CDNA) - 0.73% | N/A |
| #23 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.73% | N/A |
| #24 | FEDERAL SIGNAL CORP (FSS) - 0.73% | N/A |
| #25 | ENERGIZER HOLDINGS INC (ENR) - 0.73% | N/A |
| Total Holdings | 155 | 1 |
LITL vs XLBI - Historical Returns
Returns include dividend reinvestment.
LITL vs XLBI - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | LITL | XLBI |
|---|---|---|
| 2026 | +15.73% | +5.68% |
| 2025 | +18.37% | +4.18% |
LITL vs XLBI Drawdown Comparison
The maximum drawdown for LITL was -9.32%, occurring on Mar 20, 2026. Recovery took 59 trading sessions.
The maximum drawdown for XLBI was -10.62%, occurring on Mar 20, 2026. Recovery took 73 trading sessions.
The current LITL drawdown is -2.68%. The current XLBI drawdown is -2.94%.
| Rank | LITL | XLBI |
|---|---|---|
| #1 | -9.32% Jan 22, 2026 - Apr 17, 2026 | -10.62% Feb 27, 2026 - Jun 12, 2026 |
| #2 | -8.53% Jul 3, 2025 - Aug 22, 2025 | -5.69% Sep 11, 2025 - Dec 22, 2025 |
| #3 | -7.68% Sep 11, 2025 - Nov 26, 2025 | -3.53% Jun 16, 2026 - Jul 8, 2026 |
| #4 | -4.19% May 1, 2026 - May 27, 2026 | -2.15% Jul 30, 2025 - Aug 12, 2025 |
| #5 | -3.90% May 13, 2025 - Jun 6, 2025 | -1.68% Feb 4, 2026 - Feb 9, 2026 |
| #6 | -3.21% Jun 10, 2025 - Jun 26, 2025 | -1.19% Jan 15, 2026 - Jan 21, 2026 |
| #7 | -3.08% Dec 11, 2025 - Jan 12, 2026 | -1.15% Aug 13, 2025 - Aug 22, 2025 |
| #8 | -2.68% Jul 1, 2026 - Jul 23, 2026 | -1.02% Jan 29, 2026 - Feb 3, 2026 |
| #9 | -1.90% Apr 20, 2026 - May 1, 2026 | -0.99% Aug 29, 2025 - Sep 11, 2025 |
| #10 | -1.65% Jan 15, 2026 - Jan 21, 2026 | -0.66% Dec 26, 2025 - Jan 2, 2026 |
| #11 | -1.60% Jun 1, 2026 - Jun 4, 2026 | -0.41% Jan 6, 2026 - Jan 8, 2026 |
| #12 | -1.59% Aug 27, 2025 - Sep 4, 2025 | -0.40% Feb 11, 2026 - Feb 24, 2026 |
| #13 | -1.45% Jun 4, 2026 - Jun 9, 2026 | -0.33% Feb 24, 2026 - Feb 27, 2026 |
| #14 | -1.34% Aug 22, 2025 - Aug 27, 2025 | -0.23% Aug 22, 2025 - Aug 27, 2025 |
| #15 | -1.15% Nov 26, 2025 - Dec 3, 2025 | -0.03% Aug 27, 2025 - Aug 29, 2025 |
Correlation
Correlation between LITL and XLBI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2025 - 2026)
LITL vs XLBI dividend yield comparison.
| Year | LITL | XLBI |
|---|---|---|
| 2026 | 0.89% | 7.24% |
| 2025 | 0.71% | 7.71% |
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