USML vs XLFI
Comparison between UBS AG London Branch (USML, ETF) and STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLFI, ETF).
USML vs XLFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USML
$4.20M
XLFI
$4.20M
Expense Ratio
USML
N/A
XLFI
0.35%
Max Drawdown
USML
35.34%
Winner
XLFI
14.28%
Sharpe Ratio
Winner
USML
0.01
XLFI
0.01
5Y Beta
USML
0.93
Winner
XLFI
0.61
USML vs XLFI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USML
+2.32%
XLFI
+1.54%
3M
USML
-2.70%
Winner
XLFI
+1.82%
6M
Winner
USML
+1.67%
XLFI
-1.24%
1Y
Winner
USML
+2.92%
XLFI
+2.54%
5Y(CAGR)
USML
+7.84%
XLFI
N/A
Max(CAGR)
Winner
USML
+10.26%
XLFI
+3.00%
USML vs XLFI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | USML | XLFI |
|---|---|---|
| 2026 | +2.88% | -3.02% |
| 2025 | +9.65% | +5.62% |
| 2024 | +22.88% | N/A |
| 2023 | +11.25% | N/A |
| 2022 | -21.84% | N/A |
| 2021 | +42.12% | N/A |
USML vs XLFI Drawdown Comparison
The maximum drawdown for USML was -35.34%, occurring on Oct 14, 2022. Recovery took 636 trading sessions.
The maximum drawdown for XLFI was -11.90%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current USML drawdown is -4.86%. The current XLFI drawdown is -4.53%.
| Rank | USML | XLFI |
|---|---|---|
| #1 | -35.34% Dec 29, 2021 - Jul 12, 2024 | -11.90% Jan 6, 2026 - Mar 27, 2026 |
| #2 | -19.14% Nov 29, 2024 - Feb 26, 2026 | -4.08% Nov 12, 2025 - Dec 11, 2025 |
| #3 | -13.09% Mar 2, 2026 - Mar 27, 2026 | -3.26% Sep 29, 2025 - Nov 11, 2025 |
| #4 | -11.89% Sep 3, 2021 - Nov 15, 2021 | -2.21% Jul 30, 2025 - Aug 13, 2025 |
| #5 | -8.41% Feb 9, 2021 - Mar 12, 2021 | -0.96% Dec 26, 2025 - Jan 5, 2026 |
| #6 | -6.89% Nov 16, 2021 - Dec 10, 2021 | -0.91% Sep 4, 2025 - Sep 11, 2025 |
| #7 | -6.43% Oct 18, 2024 - Nov 11, 2024 | -0.81% Sep 19, 2025 - Sep 29, 2025 |
| #8 | -5.04% May 10, 2021 - Jun 10, 2021 | -0.71% Aug 14, 2025 - Aug 20, 2025 |
| #9 | -4.75% Jul 31, 2024 - Aug 13, 2024 | -0.38% Aug 29, 2025 - Sep 4, 2025 |
| #10 | -4.57% Nov 11, 2024 - Nov 22, 2024 | -0.32% Aug 20, 2025 - Aug 22, 2025 |
| #11 | -4.21% Aug 30, 2024 - Sep 16, 2024 | -0.27% Sep 11, 2025 - Sep 17, 2025 |
| #12 | -3.65% Jul 17, 2024 - Jul 31, 2024 | -0.22% Aug 22, 2025 - Aug 26, 2025 |
| #13 | -3.59% Jun 14, 2021 - Jun 25, 2021 | -0.15% Dec 16, 2025 - Dec 19, 2025 |
| #14 | -3.26% Dec 16, 2021 - Dec 23, 2021 | N/A |
| #15 | -3.05% Sep 16, 2024 - Oct 9, 2024 | N/A |
Correlation
Correlation between USML and XLFI is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.35
-101
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