XLBI vs SPXD
Comparison between STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLBI, ETF) and XTRACKERS S&P 500 DIVERSIFIED SECTOR WEIGHT ETF (SPXD, ETF).
XLBI vs SPXD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XLBI vs SPXD - Holdings Comparison
XLBI and SPXD have 0 common holdings. Overlap is 0.00%
XLBI's top 25 holdings weight is 99.89%. SPXD's top 25 holdings weight is 25.38%.
| Rank | XLBI | SPXD |
|---|---|---|
| #1 | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 99.89% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.62% |
| #2 | N/A | JABIL INC (JBL) - 1.94% |
| #3 | N/A | ABBOTT LABORATORIES (ABT) - 1.45% |
| #4 | N/A | PROCTER & GAMBLE CO (PG) - 1.37% |
| #5 | N/A | COSTCO WHOLESALE CORP (COST) - 1.21% |
| #6 | N/A | CVS HEALTH CORP (CVS) - 1.18% |
| #7 | N/A | WALMART INC (WMT) - 1.10% |
| #8 | N/A | THE WALT DISNEY CO (DIS) - 1.10% |
| #9 | N/A | APPLE INC (AAPL) - 1.04% |
| #10 | N/A | SYSCO CORP (SYY) - 0.97% |
| #11 | N/A | PHILLIPS 66 (PSX) - 0.94% |
| #12 | N/A | n/a (DELL) - 0.90% |
| #13 | N/A | UNITEDHEALTH GROUP INC (UNH) - 0.90% |
| #14 | N/A | AMERICAN WATER WORKS CO INC (AWK) - 0.85% |
| #15 | N/A | MICROSOFT CORP (MSFT) - 0.84% |
| #16 | N/A | CENTENE CORP (CNC) - 0.83% |
| #17 | N/A | REGENERON PHARMACEUTICALS INC (REGN) - 0.79% |
| #18 | N/A | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.78% |
| #19 | N/A | INTEL CORP (INTC) - 0.76% |
| #20 | N/A | JPMORGAN CHASE & CO (JPM) - 0.73% |
| #21 | N/A | KIMBERLY-CLARK CORP (KMB) - 0.42% |
| #22 | N/A | NXP SEMICONDUCTORS NV (NXPI) - 0.42% |
| #23 | N/A | LENNAR CORP CLASS A (LEN) - 0.42% |
| #24 | N/A | METLIFE INC (MET) - 0.41% |
| #25 | N/A | DELTA AIR LINES INC (DAL) - 0.41% |
| Total Holdings | 1 | 466 |
XLBI vs SPXD - Historical Returns
Returns include dividend reinvestment.
XLBI vs SPXD - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | XLBI | SPXD |
|---|---|---|
| 2026 | +7.71% | +10.23% |
| 2025 | +4.18% | +5.02% |
XLBI vs SPXD Drawdown Comparison
The maximum drawdown for XLBI was -10.62%, occurring on Mar 20, 2026. Recovery took 73 trading sessions.
The maximum drawdown for SPXD was -7.52%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.
| Rank | XLBI | SPXD |
|---|---|---|
| #1 | -10.62% Feb 27, 2026 - Jun 12, 2026 | -7.52% Feb 27, 2026 - May 6, 2026 |
| #2 | -5.69% Sep 11, 2025 - Dec 22, 2025 | -4.35% Oct 27, 2025 - Nov 28, 2025 |
| #3 | -2.15% Jul 30, 2025 - Aug 12, 2025 | -3.09% Oct 3, 2025 - Oct 24, 2025 |
| #4 | -1.68% Feb 4, 2026 - Feb 9, 2026 | -2.69% Jul 25, 2025 - Aug 13, 2025 |
| #5 | -1.19% Jan 15, 2026 - Jan 21, 2026 | -1.66% Jan 15, 2026 - Feb 3, 2026 |
| #6 | -1.15% Aug 13, 2025 - Aug 22, 2025 | -1.46% Jun 4, 2026 - Jun 12, 2026 |
| #7 | -1.02% Jan 29, 2026 - Feb 3, 2026 | -1.35% Dec 11, 2025 - Dec 24, 2025 |
| #8 | -0.99% Aug 29, 2025 - Sep 11, 2025 | -1.26% May 6, 2026 - May 22, 2026 |
| #9 | -0.66% Dec 26, 2025 - Jan 2, 2026 | -1.23% Aug 28, 2025 - Sep 11, 2025 |
| #10 | -0.41% Jan 6, 2026 - Jan 8, 2026 | -1.13% Feb 11, 2026 - Feb 18, 2026 |
| #11 | -0.40% Feb 11, 2026 - Feb 24, 2026 | -1.06% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -0.33% Feb 24, 2026 - Feb 27, 2026 | -0.99% Dec 24, 2025 - Jan 5, 2026 |
| #13 | -0.23% Aug 22, 2025 - Aug 27, 2025 | -0.91% Sep 23, 2025 - Sep 29, 2025 |
| #14 | -0.03% Aug 27, 2025 - Aug 29, 2025 | -0.83% Nov 28, 2025 - Dec 10, 2025 |
| #15 | -0.02% Jan 27, 2026 - Jan 29, 2026 | -0.79% Feb 20, 2026 - Feb 26, 2026 |
Correlation
Correlation between XLBI and SPXD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2025 - 2026)
XLBI vs SPXD dividend yield comparison.
| Year | XLBI | SPXD |
|---|---|---|
| 2026 | 5.55% | 0.32% |
| 2025 | 7.71% | 0.76% |
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