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RCLO vs XLEI

Comparison between RECKONER BBB-B CLO ETF (RCLO, ETF) and STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) PREMIUM INCOME ETF STATE STREET(R)ENERGY SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLEI, ETF).

RCLO vs XLEI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RCLO
$30M
XLEI
$30M
Expense Ratio
RCLO
0.50%
Winner
XLEI
0.35%
Max Drawdown
Winner
RCLO
4.69%
XLEI
9.77%
Sharpe Ratio
RCLO
0.63
Winner
XLEI
1.88
5Y Beta
RCLO
0.04
Winner
XLEI
0.00

RCLO vs XLEI - Historical Returns

Returns include dividend reinvestment.

1M
RCLO
+0.57%
Winner
XLEI
+1.54%
3M
RCLO
+3.45%
Winner
XLEI
+3.99%
6M
RCLO
+2.72%
Winner
XLEI
+19.11%
1Y
RCLO
N/A
XLEI
+27.49%
Max(CAGR)
RCLO
+5.75%
Winner
XLEI
+32.29%

RCLO vs XLEI - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearRCLOXLEI
2026+2.21%+17.98%
2025+1.39%+6.72%

RCLO vs XLEI Drawdown Comparison

The maximum drawdown for RCLO was -3.70%, occurring on Mar 5, 2026. Recovery took 58 trading sessions.

The maximum drawdown for XLEI was -7.94%, occurring on Apr 17, 2026. This drawdown has not yet recovered.

The current XLEI drawdown is -1.74%.

RankRCLOXLEI
#1-3.70%
Feb 3, 2026 - Apr 28, 2026
-7.94%
Mar 27, 2026 - Apr 17, 2026
#2-0.44%
May 8, 2026 - Jun 9, 2026
-5.31%
Sep 26, 2025 - Nov 11, 2025
#3-0.24%
Nov 17, 2025 - Nov 28, 2025
-4.21%
Dec 10, 2025 - Jan 2, 2026
#4-0.10%
Jan 6, 2026 - Jan 8, 2026
-3.04%
Jul 30, 2025 - Aug 22, 2025
#5-0.07%
Apr 30, 2026 - May 6, 2026
-1.62%
Jan 5, 2026 - Jan 13, 2026
#6-0.06%
Jan 13, 2026 - Jan 16, 2026
-1.48%
Nov 14, 2025 - Nov 28, 2025
#7-0.04%
Dec 9, 2025 - Dec 12, 2025
-1.21%
Feb 11, 2026 - Feb 19, 2026
#8-0.04%
Dec 12, 2025 - Dec 18, 2025
-1.13%
Sep 17, 2025 - Sep 24, 2025
#9-0.04%
Dec 1, 2025 - Dec 3, 2025
-1.01%
Sep 2, 2025 - Sep 10, 2025
#10-0.03%
May 6, 2026 - May 8, 2026
-0.99%
Dec 4, 2025 - Dec 10, 2025
#11-0.02%
Oct 22, 2025 - Oct 24, 2025
-0.86%
Dec 1, 2025 - Dec 3, 2025
#12-0.02%
Dec 26, 2025 - Dec 30, 2025
-0.71%
Mar 9, 2026 - Mar 11, 2026
#13-0.02%
Oct 27, 2025 - Oct 30, 2025
-0.54%
Jan 30, 2026 - Feb 3, 2026
#14-0.02%
Nov 5, 2025 - Nov 10, 2025
-0.52%
Jan 14, 2026 - Jan 21, 2026
#15-0.02%
Nov 10, 2025 - Nov 12, 2025
-0.52%
Nov 11, 2025 - Nov 14, 2025

Correlation

Correlation between RCLO and XLEI is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (2025 - 2026)

RCLO vs XLEI dividend yield comparison.

YearRCLOXLEI
20262.81%7.55%
20251.32%10.17%

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