XLFI vs QBIF

Comparison between STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLFI, ETF) and ALLIANZIM INTERNATIONAL EQUITY BUFFER15 ETF (QBIF, ETF).

XLFI vs QBIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLFI(ETF)	QBIF(ETF)
Net Assets	$5.80M	$5.90M
Expense Ratio	0.35%	0.74%
Max Drawdown	14.28%	1.02%
Sharpe Ratio	0.41	1.96
5Y Beta	0.53	0.32

Net Assets

XLFI

$5.80M

Winner

QBIF

$5.90M

Expense Ratio

Winner

XLFI

0.35%

QBIF

0.74%

Max Drawdown

XLFI

14.28%

Winner

QBIF

1.02%

Sharpe Ratio

XLFI

0.41

Winner

QBIF

1.96

5Y Beta

XLFI

0.53

Winner

QBIF

0.32

XLFI vs QBIF - Historical Returns

Returns include dividend reinvestment.

Period	XLFI	QBIF
1 month	+3.88%	+0.52%
3 months	+6.11%	+2.89%
6 months	+4.08%	N/A
1 year	+8.05%	N/A
Max(CAGR)	+8.26%	+14.27%

Winner

XLFI

+3.88%

QBIF

+0.52%

Winner

XLFI

+6.11%

QBIF

+2.89%

XLFI

+4.08%

QBIF

N/A

XLFI

+8.05%

QBIF

N/A

Max(CAGR)

XLFI

+8.26%

Winner

QBIF

+14.27%

XLFI vs QBIF - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	XLFI	QBIF
2026	+2.19%	+4.14%
2025	+5.62%	N/A

XLFI vs QBIF Drawdown Comparison

The maximum drawdown for XLFI was -11.90%, occurring on Mar 27, 2026. Recovery took 124 trading sessions.

The maximum drawdown for QBIF was -1.02%, occurring on Apr 29, 2026. Recovery took 13 trading sessions.

The current XLFI drawdown is -0.52%. The current QBIF drawdown is -0.02%.

Rank	XLFI	QBIF
#1	-11.90% Jan 6, 2026 - Jul 7, 2026	-1.02% Apr 17, 2026 - May 6, 2026
#2	-4.08% Nov 12, 2025 - Dec 11, 2025	-1.01% Jun 2, 2026 - Jun 12, 2026
#3	-3.26% Sep 29, 2025 - Nov 11, 2025	-0.57% May 6, 2026 - May 21, 2026
#4	-2.21% Jul 30, 2025 - Aug 13, 2025	-0.42% Jun 22, 2026 - Jun 29, 2026
#5	-1.33% Jul 7, 2026 - Jul 13, 2026	-0.36% Jul 6, 2026 - Jul 15, 2026
#6	-0.96% Dec 26, 2025 - Jan 5, 2026	-0.36% Apr 1, 2026 - Apr 8, 2026
#7	-0.91% Sep 4, 2025 - Sep 11, 2025	-0.35% Jul 15, 2026 - Jul 20, 2026
#8	-0.81% Sep 19, 2025 - Sep 29, 2025	-0.21% Jun 30, 2026 - Jul 6, 2026
#9	-0.73% Jul 16, 2026 - Jul 20, 2026	-0.21% Jun 16, 2026 - Jun 18, 2026
#10	-0.71% Aug 14, 2025 - Aug 20, 2025	-0.10% May 29, 2026 - Jun 2, 2026
#11	-0.38% Aug 29, 2025 - Sep 4, 2025	-0.08% Apr 14, 2026 - Apr 17, 2026
#12	-0.32% Aug 20, 2025 - Aug 22, 2025	-0.04% May 21, 2026 - May 26, 2026
#13	-0.27% Sep 11, 2025 - Sep 17, 2025	-0.02% May 26, 2026 - May 28, 2026
#14	-0.22% Aug 22, 2025 - Aug 26, 2025	N/A
#15	-0.15% Dec 16, 2025 - Dec 19, 2025	N/A