XLFI vs RVRB

Comparison between STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLFI, ETF) and REVERB ETF (RVRB, ETF).

XLFI vs RVRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLFI(ETF)	RVRB(ETF)
Net Assets	$5.80M	$5.80M
Expense Ratio	0.35%	0.30%
Max Drawdown	14.28%	19.84%
Sharpe Ratio	0.41	0.03
5Y Beta	0.53	0.73
P/E Ratio	N/A	28.74
Forward P/E	N/A	21.45
5Y EPS CAGR	N/A	25.47%
P/S Ratio	N/A	3.85
P/B Ratio	N/A	5.68

Net Assets

XLFI

$5.80M

RVRB

$5.80M

Expense Ratio

XLFI

0.35%

Winner

RVRB

0.30%

Max Drawdown

Winner

XLFI

14.28%

RVRB

19.84%

Sharpe Ratio

Winner

XLFI

0.41

RVRB

0.03

5Y Beta

Winner

XLFI

0.53

RVRB

0.73

P/E Ratio

XLFI

N/A

RVRB

28.74

Forward P/E

XLFI

N/A

RVRB

21.45

5Y EPS CAGR

XLFI

N/A

RVRB

25.47%

P/S Ratio

XLFI

N/A

RVRB

3.85

P/B Ratio

XLFI

N/A

RVRB

5.68

XLFI vs RVRB - Holdings Comparison

XLFI and RVRB have 0 common holdings. Overlap is 0.00%

XLFI's top 25 holdings weight is 100.75%. RVRB's top 25 holdings weight is 51.35%.

Rank	XLFI	RVRB
#1	STATE STREET®FINSELSECTSPDR®ETF (XLF) - 99.94%	NVIDIA CORP (NVDA) - 7.51%
#2	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 0.81%	APPLE INC (AAPL) - 6.72%
#3	N/A	ALPHABET INC CLASS A (GOOGL) - 6.34%
#4	N/A	MICROSOFT CORP (MSFT) - 4.25%
#5	N/A	AMAZON.COM INC (AMZN) - 4.15%
#6	N/A	BROADCOM INC (AVGO) - 2.56%
#7	N/A	META PLATFORMS INC CLASS A (META) - 2.14%
#8	N/A	TESLA INC (TSLA) - 1.69%
#9	N/A	MICRON TECHNOLOGY INC (MU) - 1.57%
#10	N/A	ELI LILLY AND CO (LLY) - 1.36%
#11	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.30%
#12	N/A	JPMORGAN CHASE & CO (JPM) - 1.27%
#13	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.24%
#14	N/A	WALMART INC (WMT) - 1.17%
#15	N/A	VISA INC CLASS A (V) - 1.04%
#16	N/A	EXXONMOBIL HOLDINGS CORP (XOM) - 0.87%
#17	N/A	JOHNSON & JOHNSON (JNJ) - 0.86%
#18	N/A	INTEL CORP (INTC) - 0.74%
#19	N/A	MASTERCARD INC CLASS A (MA) - 0.72%
#20	N/A	CISCO SYSTEMS INC (CSCO) - 0.69%
#21	N/A	APPLIED MATERIALS INC (AMAT) - 0.67%
#22	N/A	ABBVIE INC (ABBV) - 0.63%
#23	N/A	LAM RESEARCH CORP (LRCX) - 0.62%
#24	N/A	CATERPILLAR INC (CAT) - 0.62%
#25	N/A	COSTCO WHOLESALE CORP (COST) - 0.62%
Total Holdings	2	500

XLFI vs RVRB - Historical Returns

Returns include dividend reinvestment.

Period	XLFI	RVRB
1 month	+3.88%	+0.00%
3 months	+6.11%	+0.00%
6 months	+4.08%	-5.70%
1 year	+8.05%	+3.42%
Max(CAGR)	+8.26%	+17.26%

Winner

XLFI

+3.88%

RVRB

+0.00%

Winner

XLFI

+6.11%

RVRB

+0.00%

Winner

XLFI

+4.08%

RVRB

-5.70%

Winner

XLFI

+8.05%

RVRB

+3.42%

Max(CAGR)

XLFI

+8.26%

Winner

RVRB

+17.26%

XLFI vs RVRB - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	XLFI	RVRB
2026	+2.19%	-5.46%
2025	+5.62%	+19.01%
2024	N/A	+25.41%
2023	N/A	+27.26%
2022	N/A	+1.73%

XLFI vs RVRB Drawdown Comparison

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

The maximum drawdown for RVRB was -19.34%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current XLFI drawdown is -0.52%. The current RVRB drawdown is -7.27%.

Rank	XLFI	RVRB
#1	-11.90% Jan 6, 2026 - Jul 7, 2026	-19.34% Feb 19, 2025 - Jun 26, 2025
#2	-4.08% Nov 12, 2025 - Dec 11, 2025	-10.08% Jul 31, 2023 - Nov 30, 2023
#3	-3.26% Sep 29, 2025 - Nov 11, 2025	-8.78% Jul 16, 2024 - Sep 19, 2024
#4	-2.21% Jul 30, 2025 - Aug 13, 2025	-7.37% Feb 2, 2023 - Apr 18, 2023
#5	-1.33% Jul 7, 2026 - Jul 13, 2026	-7.32% Dec 1, 2022 - Jan 27, 2023
#6	-0.96% Dec 26, 2025 - Jan 5, 2026	-7.27% Jan 28, 2026 - Mar 26, 2026
#7	-0.91% Sep 4, 2025 - Sep 11, 2025	-5.33% Mar 28, 2024 - May 15, 2024
#8	-0.81% Sep 19, 2025 - Sep 29, 2025	-5.05% Oct 28, 2025 - Dec 10, 2025
#9	-0.73% Jul 16, 2026 - Jul 20, 2026	-4.49% Dec 6, 2024 - Jan 23, 2025
#10	-0.71% Aug 14, 2025 - Aug 20, 2025	-2.92% Oct 8, 2025 - Oct 24, 2025
#11	-0.38% Aug 29, 2025 - Sep 4, 2025	-2.66% Jan 12, 2026 - Jan 28, 2026
#12	-0.32% Aug 20, 2025 - Aug 22, 2025	-2.66% Nov 8, 2022 - Nov 10, 2022
#13	-0.27% Sep 11, 2025 - Sep 17, 2025	-2.52% Dec 11, 2025 - Dec 23, 2025
#14	-0.22% Aug 22, 2025 - Aug 26, 2025	-2.48% May 1, 2023 - May 17, 2023
#15	-0.15% Dec 16, 2025 - Dec 19, 2025	-2.43% Oct 18, 2024 - Nov 6, 2024