LOCT vs XLUI
Comparison between Innovator Premium Income 15 Buffer ETF - October (LOCT, ETF) and STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLUI, ETF).
LOCT vs XLUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LOCT
$14M
XLUI
$14M
Expense Ratio
LOCT
0.79%
Winner
XLUI
0.35%
Max Drawdown
Winner
LOCT
6.54%
XLUI
10.22%
Sharpe Ratio
Winner
LOCT
0.87
XLUI
0.42
5Y Beta
LOCT
0.20
Winner
XLUI
0.20
LOCT vs XLUI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LOCT
+0.43%
XLUI
-2.93%
3M
Winner
LOCT
+1.81%
XLUI
-1.07%
6M
LOCT
+2.75%
Winner
XLUI
+5.90%
1Y
LOCT
+5.64%
Winner
XLUI
+6.74%
Max(CAGR)
LOCT
+6.00%
Winner
XLUI
+7.98%
LOCT vs XLUI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | LOCT | XLUI |
|---|---|---|
| 2026 | +2.18% | +5.39% |
| 2025 | +5.60% | +0.51% |
| 2024 | +5.21% | N/A |
| 2023 | +2.95% | N/A |
LOCT vs XLUI Drawdown Comparison
The maximum drawdown for LOCT was -4.69%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.
The maximum drawdown for XLUI was -6.02%, occurring on Jan 7, 2026. Recovery took 83 trading sessions.
The current LOCT drawdown is -0.13%. The current XLUI drawdown is -3.51%.
| Rank | LOCT | XLUI |
|---|---|---|
| #1 | -4.69% Mar 25, 2025 - May 9, 2025 | -6.02% Oct 15, 2025 - Feb 13, 2026 |
| #2 | -1.23% Feb 25, 2026 - Apr 8, 2026 | -5.82% Apr 9, 2026 - Jun 1, 2026 |
| #3 | -0.95% Feb 19, 2025 - Mar 24, 2025 | -4.21% Mar 17, 2026 - Apr 8, 2026 |
| #4 | -0.93% Oct 27, 2025 - Nov 26, 2025 | -3.35% Aug 22, 2025 - Sep 15, 2025 |
| #5 | -0.74% Oct 11, 2023 - Nov 1, 2023 | -1.61% Sep 15, 2025 - Sep 23, 2025 |
| #6 | -0.59% Dec 11, 2024 - Dec 24, 2024 | -1.19% Mar 2, 2026 - Mar 16, 2026 |
| #7 | -0.55% Oct 6, 2025 - Oct 20, 2025 | -0.76% Aug 13, 2025 - Aug 20, 2025 |
| #8 | -0.51% Sep 30, 2024 - Oct 15, 2024 | -0.67% Aug 4, 2025 - Aug 12, 2025 |
| #9 | -0.44% Jan 9, 2026 - Feb 2, 2026 | -0.57% Sep 24, 2025 - Sep 26, 2025 |
| #10 | -0.42% Oct 18, 2024 - Nov 6, 2024 | -0.45% Aug 20, 2025 - Aug 22, 2025 |
| #11 | -0.38% Jul 31, 2024 - Aug 8, 2024 | -0.36% Feb 13, 2026 - Feb 19, 2026 |
| #12 | -0.38% May 19, 2025 - May 30, 2025 | -0.18% Feb 25, 2026 - Feb 27, 2026 |
| #13 | -0.29% Oct 2, 2023 - Oct 6, 2023 | -0.16% Oct 9, 2025 - Oct 13, 2025 |
| #14 | -0.29% Jan 6, 2025 - Jan 15, 2025 | -0.07% Oct 1, 2025 - Oct 3, 2025 |
| #15 | -0.25% Feb 9, 2026 - Feb 25, 2026 | N/A |
Correlation
Correlation between LOCT and XLUI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2023 - 2026)
LOCT vs XLUI dividend yield comparison.
| Year | LOCT | XLUI |
|---|---|---|
| 2026 | 2.15% | 5.58% |
| 2025 | 5.12% | 7.12% |
| 2024 | 6.27% | 0.00% |
| 2023 | 1.64% | 0.00% |
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