MYHE vs XLFI
Comparison between STATE STREET(R) MY2031 HIGH YIELD CORPORATE BOND ETF (MYHE, ETF) and STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLFI, ETF).
MYHE vs XLFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MYHE vs XLFI - Holdings Comparison
MYHE and XLFI have 0 common holdings. Overlap is 0.00%
MYHE's top 25 holdings weight is 36.09%. XLFI's top 25 holdings weight is 99.74%.
| Rank | MYHE | XLFI |
|---|---|---|
| #1 | n/a (n/a) - 3.65% | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 99.74% |
| #2 | MERIDIAN ARC HOLDCO LLC 6.25% (n/a) - 2.89% | N/A |
| #3 | SV RNO PROPERTY OWNER 1 LLC 5.875% (n/a) - 2.36% | N/A |
| #4 | n/a (n/a) - 2.19% | N/A |
| #5 | CORE SCIENTIFIC FINANCE I LLC 7.75% (n/a) - 1.82% | N/A |
| #6 | VMED O2 UK FINANCING I PLC 4.25% (n/a) - 1.58% | N/A |
| #7 | n/a (n/a) - 1.57% | N/A |
| #8 | CARVANA CO 9% (n/a) - 1.53% | N/A |
| #9 | CONNECT HOLDING II LLC 10.5% (n/a) - 1.50% | N/A |
| #10 | UKG INC. 6.875% (n/a) - 1.47% | N/A |
| #11 | COREWEAVE INC. 9.75% (n/a) - 1.23% | N/A |
| #12 | ZF NORTH AMERICA CAPITAL, INC. 7.5% (n/a) - 1.20% | N/A |
| #13 | DAVITA INC 3.75% (n/a) - 1.11% | N/A |
| #14 | n/a (n/a) - 1.08% | N/A |
| #15 | n/a (n/a) - 1.06% | N/A |
| #16 | FMC CORP. 8% (n/a) - 1.04% | N/A |
| #17 | SM ENERGY CO. 8.75% (n/a) - 1.04% | N/A |
| #18 | STENA INTERNATIONAL SA 7.25% (n/a) - 1.02% | N/A |
| #19 | n/a (n/a) - 1.00% | N/A |
| #20 | SLM CORP. 6.495% (n/a) - 0.99% | N/A |
| #21 | NRG ENERGY, INC. 4.955% (n/a) - 0.98% | N/A |
| #22 | PARAMOUNT GLOBAL 4.2% (n/a) - 0.95% | N/A |
| #23 | n/a (n/a) - 0.95% | N/A |
| #24 | MAYA S.A.S. 8.5% (n/a) - 0.94% | N/A |
| #25 | HILTON DOMESTIC OPERATING CO INC. 4% (n/a) - 0.94% | N/A |
| Total Holdings | 140 | 1 |
MYHE vs XLFI - Historical Returns
Returns include dividend reinvestment.
MYHE vs XLFI - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | MYHE | XLFI |
|---|---|---|
| 2026 | +1.42% | -1.68% |
| 2025 | N/A | +5.62% |
MYHE vs XLFI Drawdown Comparison
The maximum drawdown for MYHE was -2.28%, occurring on Mar 27, 2026. Recovery took 28 trading sessions.
The maximum drawdown for XLFI was -11.90%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current XLFI drawdown is -3.22%.
| Rank | MYHE | XLFI |
|---|---|---|
| #1 | -2.28% Feb 26, 2026 - Apr 8, 2026 | -11.90% Jan 6, 2026 - Mar 27, 2026 |
| #2 | -1.41% Apr 17, 2026 - May 29, 2026 | -4.08% Nov 12, 2025 - Dec 11, 2025 |
| #3 | -0.55% May 29, 2026 - Jun 12, 2026 | -3.26% Sep 29, 2025 - Nov 11, 2025 |
| #4 | -0.32% Apr 9, 2026 - Apr 14, 2026 | -2.21% Jul 30, 2025 - Aug 13, 2025 |
| #5 | -0.02% Apr 14, 2026 - Apr 17, 2026 | -0.96% Dec 26, 2025 - Jan 5, 2026 |
| #6 | N/A | -0.91% Sep 4, 2025 - Sep 11, 2025 |
| #7 | N/A | -0.81% Sep 19, 2025 - Sep 29, 2025 |
| #8 | N/A | -0.71% Aug 14, 2025 - Aug 20, 2025 |
| #9 | N/A | -0.38% Aug 29, 2025 - Sep 4, 2025 |
| #10 | N/A | -0.32% Aug 20, 2025 - Aug 22, 2025 |
| #11 | N/A | -0.27% Sep 11, 2025 - Sep 17, 2025 |
| #12 | N/A | -0.22% Aug 22, 2025 - Aug 26, 2025 |
| #13 | N/A | -0.15% Dec 16, 2025 - Dec 19, 2025 |
Correlation
Correlation between MYHE and XLFI is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2025 - 2026)
MYHE vs XLFI dividend yield comparison.
| Year | MYHE | XLFI |
|---|---|---|
| 2026 | 1.81% | 4.82% |
| 2025 | 0.00% | 5.57% |
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