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USE vs XLRI

Comparison between USCF ENERGY COMMODITY STRATEGY ABSOLUTE RETURN FUND (USE, ETF) and STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLRI, ETF).

USE vs XLRI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USE
$2.60M
XLRI
$2.60M
Expense Ratio
USE
0.79%
Winner
XLRI
0.35%
Max Drawdown
USE
48.57%
Winner
XLRI
10.98%
Sharpe Ratio
Winner
USE
0.73
XLRI
0.42
5Y Beta
Winner
USE
0.03
XLRI
0.22

USE vs XLRI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
USE
+25.23%
XLRI
+0.70%
3M
Winner
USE
+5.39%
XLRI
+3.28%
6M
Winner
USE
+53.76%
XLRI
+5.66%
1Y
Winner
USE
+23.73%
XLRI
+7.89%
Max(CAGR)
Winner
USE
+18.23%
XLRI
+8.06%

USE vs XLRI - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearUSEXLRI
2026+48.38%+7.56%
2025-16.24%+0.40%
2024+24.69%N/A
2023+10.03%N/A

USE vs XLRI Drawdown Comparison

The maximum drawdown for USE was -28.17%, occurring on Jul 1, 2026. This drawdown has not yet recovered.

The maximum drawdown for XLRI was -7.12%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.

The current USE drawdown is -3.82%. The current XLRI drawdown is -0.64%.

RankUSEXLRI
#1-28.17%
May 19, 2026 - Jul 1, 2026
-7.12%
Feb 27, 2026 - Apr 17, 2026
#2-26.27%
Oct 7, 2024 - Mar 12, 2026
-4.33%
Oct 24, 2025 - Jan 16, 2026
#3-18.84%
Oct 19, 2023 - Mar 19, 2024
-3.09%
May 26, 2026 - Jun 5, 2026
#4-12.99%
Jul 5, 2024 - Oct 7, 2024
-3.08%
Oct 3, 2025 - Oct 20, 2025
#5-9.89%
Apr 15, 2024 - Jun 20, 2024
-2.84%
Jun 12, 2026 - Jun 26, 2026
#6-8.25%
May 24, 2023 - Jul 7, 2023
-2.75%
May 6, 2026 - May 21, 2026
#7-8.00%
Mar 30, 2026 - Apr 23, 2026
-2.06%
Jul 30, 2025 - Aug 29, 2025
#8-7.90%
Sep 27, 2023 - Oct 19, 2023
-2.05%
Jun 26, 2026 - Jul 16, 2026
#9-7.63%
Apr 29, 2026 - May 19, 2026
-1.55%
Jan 16, 2026 - Feb 6, 2026
#10-6.02%
Mar 20, 2026 - Mar 30, 2026
-1.52%
Jun 5, 2026 - Jun 9, 2026
#11-3.58%
Aug 4, 2023 - Aug 31, 2023
-1.35%
Apr 20, 2026 - Apr 30, 2026
#12-3.26%
May 9, 2023 - May 17, 2023
-1.30%
Feb 17, 2026 - Feb 27, 2026
#13-3.18%
Jul 13, 2023 - Jul 24, 2023
-1.01%
Aug 29, 2025 - Sep 5, 2025
#14-2.16%
Mar 13, 2026 - Mar 17, 2026
-0.92%
Sep 23, 2025 - Sep 29, 2025
#15-1.90%
Mar 18, 2026 - Mar 20, 2026
-0.64%
Jul 16, 2026 - Jul 23, 2026

Correlation

Correlation between USE and XLRI is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36
-101

Dividend Comparison (2023 - 2026)

USE vs XLRI dividend yield comparison.

YearUSEXLRI
20260.00%6.81%
20253.06%6.85%
202438.65%0.00%
20234.83%0.00%

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