XLBI vs STAX
Comparison between STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLBI, ETF) and MACQUARIE TAX-FREE USA SHORT TERM ETF (STAX, ETF).
XLBI vs STAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XLBI vs STAX - Historical Returns
Returns include dividend reinvestment.
XLBI vs STAX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XLBI | STAX |
|---|---|---|
| 2026 | +4.66% | +1.06% |
| 2025 | +4.18% | +4.06% |
| 2024 | N/A | +2.58% |
| 2023 | N/A | +1.45% |
XLBI vs STAX Drawdown Comparison
The maximum drawdown for XLBI was -10.62%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for STAX was -1.42%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The current XLBI drawdown is -2.57%. The current STAX drawdown is -0.22%.
| Rank | XLBI | STAX |
|---|---|---|
| #1 | -10.62% Feb 27, 2026 - Mar 20, 2026 | -1.42% Apr 4, 2025 - Jun 5, 2025 |
| #2 | -5.69% Sep 11, 2025 - Dec 22, 2025 | -1.05% Feb 27, 2026 - Mar 24, 2026 |
| #3 | -2.15% Jul 30, 2025 - Aug 12, 2025 | -0.86% Mar 20, 2024 - Jun 14, 2024 |
| #4 | -1.68% Feb 4, 2026 - Feb 9, 2026 | -0.65% Sep 27, 2024 - Nov 25, 2024 |
| #5 | -1.19% Jan 15, 2026 - Jan 21, 2026 | -0.55% Dec 6, 2024 - Jan 27, 2025 |
| #6 | -1.15% Aug 13, 2025 - Aug 22, 2025 | -0.55% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -1.02% Jan 29, 2026 - Feb 3, 2026 | -0.51% Feb 28, 2025 - Apr 3, 2025 |
| #8 | -0.99% Aug 29, 2025 - Sep 11, 2025 | -0.44% Feb 1, 2024 - Mar 5, 2024 |
| #9 | -0.66% Dec 26, 2025 - Jan 2, 2026 | -0.42% Sep 16, 2025 - Dec 18, 2025 |
| #10 | -0.41% Jan 6, 2026 - Jan 8, 2026 | -0.18% Feb 10, 2025 - Feb 21, 2025 |
| #11 | -0.40% Feb 11, 2026 - Feb 24, 2026 | -0.17% Jun 25, 2024 - Jul 3, 2024 |
| #12 | -0.33% Feb 24, 2026 - Feb 27, 2026 | -0.15% Aug 2, 2024 - Aug 14, 2024 |
| #13 | -0.23% Aug 22, 2025 - Aug 27, 2025 | -0.13% Mar 13, 2024 - Mar 20, 2024 |
| #14 | -0.03% Aug 27, 2025 - Aug 29, 2025 | -0.08% Aug 14, 2024 - Aug 20, 2024 |
| #15 | -0.02% Jan 27, 2026 - Jan 29, 2026 | -0.08% Aug 29, 2025 - Sep 4, 2025 |
Correlation
Correlation between XLBI and STAX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2024 - 2026)
XLBI vs STAX dividend yield comparison.
| Year | XLBI | STAX |
|---|---|---|
| 2026 | 5.72% | 1.35% |
| 2025 | 7.71% | 3.16% |
| 2024 | 0.00% | 3.43% |
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