StockComparison Logo
vs

STRN vs XLUI

Comparison between SMART TREND 25 ETF (STRN, ETF) and STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLUI, ETF).

STRN vs XLUI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
STRN
$22M
XLUI
$22M
Expense Ratio
STRN
0.59%
Winner
XLUI
0.35%
Max Drawdown
STRN
15.43%
Winner
XLUI
10.22%
Sharpe Ratio
Winner
STRN
1.22
XLUI
0.58
5Y Beta
STRN
1.75
Winner
XLUI
0.16
P/E Ratio
STRN
30.20
XLUI
N/A
Forward P/E
STRN
23.15
XLUI
N/A
PEG Ratio
STRN
0.27
XLUI
N/A
5Y EPS CAGR
STRN
32.73%
XLUI
N/A
Debt to Equity
STRN
11.28%
XLUI
N/A
P/S Ratio
STRN
7.23
XLUI
N/A
P/B Ratio
STRN
6.64
XLUI
N/A

STRN vs XLUI - Holdings Comparison

STRN and XLUI have 0 common holdings. Overlap is 0.00%

STRN's top 25 holdings weight is 95.46%. XLUI's top 25 holdings weight is 100.14%.

RankSTRNXLUI
#1
ROBINHOOD MARKETS INC CLASS A (HOOD) - 8.38%
STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 100.14%
#2
GE AEROSPACE (GE) - 8.12%
N/A
#3
NETFLIX INC (NFLX) - 7.49%
N/A
#4
META PLATFORMS INC CLASS A (META) - 7.36%
N/A
#5
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 7.29%
N/A
#6
CHARLES SCHWAB CORP (SCHW) - 7.14%
N/A
#7
BOSTON SCIENTIFIC CORP (BSX) - 6.57%
N/A
#8
INTERCONTINENTAL EXCHANGE INC (ICE) - 5.08%
N/A
#9
ARISTA NETWORKS INC (ANET) - 4.94%
N/A
#10
NEWMONT CORP (NEM) - 3.46%
N/A
#11
FREEPORT-MCMORAN INC (FCX) - 3.36%
N/A
#12
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.07%
N/A
#13
BROADCOM INC (AVGO) - 3.02%
N/A
#14
NVIDIA CORP (NVDA) - 2.98%
N/A
#15
CORNING INC (GLW) - 2.32%
N/A
#16
APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.10%
N/A
#17
AMPHENOL CORP CLASS A (APH) - 1.94%
N/A
#18
ADVANCED MICRO DEVICES INC (AMD) - 1.70%
N/A
#19
INTUIT INC (INTU) - 1.56%
N/A
#20
MICRON TECHNOLOGY INC (MU) - 1.54%
N/A
#21
LAM RESEARCH CORP (LRCX) - 1.42%
N/A
#22
KLA CORP (KLAC) - 1.33%
N/A
#23
ANALOG DEVICES INC (ADI) - 1.23%
N/A
#24
ALPHABET INC CLASS A (GOOGL) - 1.03%
N/A
#25
ALPHABET INC CLASS C (GOOG) - 1.03%
N/A
Total Holdings341

STRN vs XLUI - Historical Returns

Returns include dividend reinvestment.

1M
STRN
-6.05%
Winner
XLUI
+0.97%
3M
Winner
STRN
+16.00%
XLUI
+2.57%
6M
Winner
STRN
+16.50%
XLUI
+8.28%
1Y
Winner
STRN
+34.97%
XLUI
+9.70%
Max(CAGR)
Winner
STRN
+38.68%
XLUI
+9.97%

STRN vs XLUI - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearSTRNXLUI
2026+20.78%+8.32%
2025+10.38%+0.51%

STRN vs XLUI Drawdown Comparison

The maximum drawdown for STRN was -15.43%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.

The maximum drawdown for XLUI was -6.02%, occurring on Jan 7, 2026. Recovery took 83 trading sessions.

The current STRN drawdown is -6.62%. The current XLUI drawdown is -1.51%.

RankSTRNXLUI
#1-15.43%
Jan 27, 2026 - Apr 20, 2026
-6.02%
Oct 15, 2025 - Feb 13, 2026
#2-11.79%
Oct 29, 2025 - Dec 22, 2025
-5.82%
Apr 9, 2026 - Jun 26, 2026
#3-9.47%
Jun 3, 2026 - Jul 17, 2026
-4.21%
Mar 17, 2026 - Apr 8, 2026
#4-5.71%
May 13, 2026 - May 26, 2026
-3.35%
Aug 22, 2025 - Sep 15, 2025
#5-3.74%
Oct 8, 2025 - Oct 27, 2025
-1.85%
Jun 26, 2026 - Jul 13, 2026
#6-2.61%
Dec 24, 2025 - Jan 6, 2026
-1.61%
Sep 15, 2025 - Sep 23, 2025
#7-2.12%
May 6, 2026 - May 8, 2026
-1.51%
Jul 14, 2026 - Jul 21, 2026
#8-2.08%
Apr 24, 2026 - Apr 30, 2026
-1.19%
Mar 2, 2026 - Mar 16, 2026
#9-1.90%
Jan 13, 2026 - Jan 22, 2026
-0.76%
Aug 13, 2025 - Aug 20, 2025
#10-1.90%
Sep 19, 2025 - Sep 30, 2025
-0.67%
Aug 4, 2025 - Aug 12, 2025
#11-1.55%
Aug 28, 2025 - Sep 4, 2025
-0.57%
Sep 24, 2025 - Sep 26, 2025
#12-1.55%
Apr 20, 2026 - Apr 23, 2026
-0.45%
Aug 20, 2025 - Aug 22, 2025
#13-0.87%
May 11, 2026 - May 13, 2026
-0.36%
Feb 13, 2026 - Feb 19, 2026
#14-0.80%
Sep 11, 2025 - Sep 18, 2025
-0.18%
Feb 25, 2026 - Feb 27, 2026
#15-0.60%
Jan 22, 2026 - Jan 27, 2026
-0.16%
Oct 9, 2025 - Oct 13, 2025

Correlation

Correlation between STRN and XLUI is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (2025 - 2026)

STRN vs XLUI dividend yield comparison.

YearSTRNXLUI
20260.00%6.90%
20250.18%7.12%

Select Stocks to Compare