OBOR vs XLFI

Comparison between KRANESHARES MSCI ONE BELT ONE ROAD INDEX ETF (OBOR, ETF) and STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLFI, ETF).

OBOR vs XLFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OBOR(ETF)	XLFI(ETF)
Net Assets	$4.20M	$4.20M
Expense Ratio	0.79%	0.35%
Max Drawdown	44.00%	14.28%
Sharpe Ratio	0.83	0.01
5Y Beta	0.42	0.61
5Y Dividends CAGR	-13.24%	N/A

Net Assets

OBOR

$4.20M

XLFI

$4.20M

Expense Ratio

OBOR

0.79%

Winner

XLFI

0.35%

Max Drawdown

OBOR

44.00%

Winner

XLFI

14.28%

Sharpe Ratio

Winner

OBOR

0.83

XLFI

0.01

5Y Beta

Winner

OBOR

0.42

XLFI

0.61

5Y Dividends CAGR

OBOR

-13.24%

XLFI

N/A

OBOR vs XLFI - Holdings Comparison

OBOR and XLFI have 0 common holdings. Overlap is 0.00%

OBOR's top 25 holdings weight is 62.04%. XLFI's top 25 holdings weight is 100.11%.

Rank	OBOR	XLFI
#1	KUWAIT FINANCE HOUSE (n/a) - 9.08%	STATE STREET®FINSELSECTSPDR®ETF (XLF) - 100.11%
#2	OVERSEA-CHINESE BANKING CORP LTD (n/a) - 7.86%	N/A
#3	VALTERRA PLATINUM LTD (n/a) - 5.78%	N/A
#4	CHINA YANGTZE POWER CO LTD CLASS A (n/a) - 4.24%	N/A
#5	KGHM POLSKA MIEDZ SA (n/a) - 3.74%	N/A
#6	n/a (n/a) - 3.31%	N/A
#7	IMPALA PLATINUM HOLDINGS LTD (n/a) - 3.27%	N/A
#8	CHINA PETROLEUM & CHEMICAL CORP CLASS H (n/a) - 2.00%	N/A
#9	NORTHAM PLATINUM HOLDINGS LTD (n/a) - 1.88%	N/A
#10	SINGAPORE TECHNOLOGIES ENGINEERING LTD (n/a) - 1.82%	N/A
#11	NATIONAL ATOMIC CO KAZATOMPROM JSC ADR (NATKY) - 1.74%	N/A
#12	n/a (n/a) - 1.59%	N/A
#13	BANK OF NINGBO CO LTD CLASS A (n/a) - 1.43%	N/A
#14	NARI TECHNOLOGY CO LTD CLASS A (n/a) - 1.35%	N/A
#15	ICL GROUP LTD (n/a) - 1.33%	N/A
#16	BANK OF JIANGSU CO LTD CLASS A (n/a) - 1.32%	N/A
#17	PT AMMAN MINERAL INTERNASIONAL TBK (n/a) - 1.31%	N/A
#18	n/a (n/a) - 1.30%	N/A
#19	n/a (n/a) - 1.25%	N/A
#20	TURK HAVA YOLLARI AO (n/a) - 1.17%	N/A
#21	n/a (n/a) - 1.11%	N/A
#22	SINGAPORE AIRLINES LTD (n/a) - 1.09%	N/A
#23	PETRONAS CHEMICALS GROUP BHD (n/a) - 1.07%	N/A
#24	UPL LTD (n/a) - 1.04%	N/A
#25	n/a (ZIM) - 0.96%	N/A
Total Holdings	129	1

OBOR vs XLFI - Historical Returns

Returns include dividend reinvestment.

Period	OBOR	XLFI
1 month	-5.79%	+1.54%
3 months	-7.33%	+1.82%
6 months	+2.21%	-1.24%
1 year	+16.84%	+2.54%
5 years(CAGR)	+0.07%	N/A
10 years(CAGR)	+3.24%	N/A
Max(CAGR)	+3.24%	+3.00%

OBOR

-5.79%

Winner

XLFI

+1.54%

OBOR

-7.33%

Winner

XLFI

+1.82%

Winner

OBOR

+2.21%

XLFI

-1.24%

Winner

OBOR

+16.84%

XLFI

+2.54%

5Y(CAGR)

OBOR

+0.07%

XLFI

N/A

10Y(CAGR)

OBOR

+3.24%

XLFI

N/A

Max(CAGR)

Winner

OBOR

+3.24%

XLFI

+3.00%

OBOR vs XLFI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	OBOR	XLFI
2026	-1.64%	-3.02%
2025	+28.90%	+5.62%
2024	+8.85%	N/A
2023	-8.72%	N/A
2022	-22.25%	N/A
2021	+14.09%	N/A
2020	+11.22%	N/A
2019	+16.97%	N/A
2018	-16.42%	N/A
2017	+1.74%	N/A

OBOR vs XLFI Drawdown Comparison

The maximum drawdown for OBOR was -41.55%, occurring on Mar 20, 2020. Recovery took 729 trading sessions.

The maximum drawdown for XLFI was -11.90%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current OBOR drawdown is -12.49%. The current XLFI drawdown is -4.53%.

Rank	OBOR	XLFI
#1	-41.55% Jan 26, 2018 - Dec 17, 2020	-11.90% Jan 6, 2026 - Mar 27, 2026
#2	-33.97% Feb 16, 2022 - Jan 6, 2026	-4.08% Nov 12, 2025 - Dec 11, 2025
#3	-12.49% Feb 27, 2026 - Jun 5, 2026	-3.26% Sep 29, 2025 - Nov 11, 2025
#4	-6.42% Jan 21, 2021 - Feb 9, 2021	-2.21% Jul 30, 2025 - Aug 13, 2025
#5	-6.21% Jan 29, 2026 - Feb 25, 2026	-0.96% Dec 26, 2025 - Jan 5, 2026
#6	-6.11% Oct 19, 2021 - Jan 12, 2022	-0.91% Sep 4, 2025 - Sep 11, 2025
#7	-6.05% Feb 17, 2021 - Apr 23, 2021	-0.81% Sep 19, 2025 - Sep 29, 2025
#8	-5.02% Sep 13, 2021 - Oct 15, 2021	-0.71% Aug 14, 2025 - Aug 20, 2025
#9	-4.81% Jan 12, 2022 - Feb 16, 2022	-0.38% Aug 29, 2025 - Sep 4, 2025
#10	-4.79% Aug 4, 2021 - Sep 2, 2021	-0.32% Aug 20, 2025 - Aug 22, 2025
#11	-4.78% Jun 1, 2021 - Aug 4, 2021	-0.27% Sep 11, 2025 - Sep 17, 2025
#12	-3.07% May 7, 2021 - Jun 1, 2021	-0.22% Aug 22, 2025 - Aug 26, 2025
#13	-2.85% Nov 1, 2017 - Dec 28, 2017	-0.15% Dec 16, 2025 - Dec 19, 2025
#14	-2.70% Sep 11, 2017 - Oct 13, 2017	N/A
#15	-2.58% Dec 18, 2020 - Dec 28, 2020	N/A