XLII vs ANEW

Comparison between STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLII, ETF) and PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF (ANEW, ETF).

XLII vs ANEW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLII(ETF)	ANEW(ETF)
Net Assets	$7.70M	$7.70M
Expense Ratio	0.35%	0.45%
Max Drawdown	10.59%	39.94%
Sharpe Ratio	1.30	-0.19
5Y Beta	0.70	0.92
P/E Ratio	N/A	30.63
Forward P/E	N/A	20.57
5Y Dividends CAGR	N/A	39.18%
5Y EPS CAGR	N/A	17.32%
Debt to Equity	N/A	27.40%
P/S Ratio	N/A	3.65
P/B Ratio	N/A	4.33

Net Assets

XLII

$7.70M

ANEW

$7.70M

Expense Ratio

Winner

XLII

0.35%

ANEW

0.45%

Max Drawdown

Winner

XLII

10.59%

ANEW

39.94%

Sharpe Ratio

Winner

XLII

1.30

ANEW

-0.19

5Y Beta

Winner

XLII

0.70

ANEW

0.92

P/E Ratio

XLII

N/A

ANEW

30.63

Forward P/E

XLII

N/A

ANEW

20.57

5Y Dividends CAGR

XLII

N/A

ANEW

39.18%

5Y EPS CAGR

XLII

N/A

ANEW

17.32%

Debt to Equity

XLII

N/A

ANEW

27.40%

P/S Ratio

XLII

N/A

ANEW

3.65

P/B Ratio

XLII

N/A

ANEW

4.33

XLII vs ANEW - Holdings Comparison

XLII and ANEW have 0 common holdings. Overlap is 0.00%

XLII's top 25 holdings weight is 100.82%. ANEW's top 25 holdings weight is 49.95%.

Rank	XLII	ANEW
#1	STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 100.82%	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.33%
#2	N/A	DANAHER CORP (DHR) - 2.29%
#3	N/A	GIVAUDAN SA (n/a) - 2.28%
#4	N/A	ABBVIE INC (ABBV) - 2.20%
#5	N/A	SYMRISE AG (n/a) - 2.19%
#6	N/A	ELI LILLY AND CO (LLY) - 2.18%
#7	N/A	n/a (MKC) - 2.15%
#8	N/A	META PLATFORMS INC CLASS A (META) - 2.12%
#9	N/A	KERRY GROUP PLC CLASS A (n/a) - 2.08%
#10	N/A	CORTEVA INC (CTVA) - 2.07%
#11	N/A	DEERE & CO (DE) - 2.02%
#12	N/A	APPLE INC (AAPL) - 2.02%
#13	N/A	INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 1.99%
#14	N/A	EDWARDS LIFESCIENCES CORP (EW) - 1.94%
#15	N/A	ABBOTT LABORATORIES (ABT) - 1.92%
#16	N/A	TENCENT HOLDINGS LTD (n/a) - 1.92%
#17	N/A	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.88%
#18	N/A	NASPERS LTD CLASS N (n/a) - 1.87%
#19	N/A	NVIDIA CORP (NVDA) - 1.85%
#20	N/A	AMAZON.COM INC (AMZN) - 1.83%
#21	N/A	BROADCOM INC (AVGO) - 1.82%
#22	N/A	ALPHABET INC CLASS A (GOOGL) - 1.78%
#23	N/A	MICROSOFT CORP (MSFT) - 1.77%
#24	N/A	n/a (n/a) - 1.76%
#25	N/A	n/a (WBD) - 1.69%
Total Holdings	1	164

XLII vs ANEW - Historical Returns

Returns include dividend reinvestment.

Period	XLII	ANEW
1 month	+2.56%	+1.23%
3 months	+7.28%	+5.15%
6 months	+10.43%	-0.68%
1 year	+20.02%	-0.87%
5 years(CAGR)	N/A	+2.38%
Max(CAGR)	+20.46%	+4.87%

Winner

XLII

+2.56%

ANEW

+1.23%

Winner

XLII

+7.28%

ANEW

+5.15%

Winner

XLII

+10.43%

ANEW

-0.68%

Winner

XLII

+20.02%

ANEW

-0.87%

5Y(CAGR)

XLII

N/A

ANEW

+2.38%

Max(CAGR)

Winner

XLII

+20.46%

ANEW

+4.87%

XLII vs ANEW - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	XLII	ANEW
2026	+11.56%	+0.25%
2025	+6.64%	+12.15%
2024	N/A	+20.74%
2023	N/A	+22.57%
2022	N/A	-29.53%
2021	N/A	+7.67%
2020	N/A	+5.77%

XLII vs ANEW Drawdown Comparison

The maximum drawdown for XLII was -10.10%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.

The maximum drawdown for ANEW was -39.87%, occurring on Oct 14, 2022. Recovery took 815 trading sessions.

The current XLII drawdown is -0.73%. The current ANEW drawdown is -4.29%.

Rank	XLII	ANEW
#1	-10.10% Mar 2, 2026 - Jun 4, 2026	-39.87% Sep 7, 2021 - Dec 3, 2024
#2	-3.61% Nov 12, 2025 - Dec 3, 2025	-20.26% Feb 19, 2025 - Jun 26, 2025
#3	-2.68% Jun 4, 2026 - Jun 12, 2026	-16.12% Oct 27, 2025 - Mar 30, 2026
#4	-2.49% Oct 8, 2025 - Oct 20, 2025	-13.59% Feb 12, 2021 - Aug 25, 2021
#5	-2.36% Jul 6, 2026 - Jul 20, 2026	-7.44% Oct 16, 2020 - Nov 5, 2020
#6	-1.68% Aug 28, 2025 - Sep 11, 2025	-4.56% Dec 9, 2024 - Jan 22, 2025
#7	-1.37% Jun 22, 2026 - Jun 25, 2026	-3.55% Nov 5, 2020 - Nov 27, 2020
#8	-1.30% Jan 16, 2026 - Feb 2, 2026	-3.46% Oct 8, 2025 - Oct 27, 2025
#9	-1.22% Oct 27, 2025 - Nov 11, 2025	-3.45% Jul 25, 2025 - Aug 22, 2025
#10	-1.16% Jul 30, 2025 - Aug 12, 2025	-3.03% Jan 25, 2021 - Feb 2, 2021
#11	-0.99% Aug 13, 2025 - Aug 22, 2025	-2.01% Sep 22, 2025 - Oct 2, 2025
#12	-0.94% Feb 20, 2026 - Feb 24, 2026	-1.68% Aug 22, 2025 - Sep 8, 2025
#13	-0.91% Dec 29, 2025 - Jan 5, 2026	-1.32% Dec 8, 2020 - Dec 15, 2020
#14	-0.88% Sep 11, 2025 - Sep 22, 2025	-1.25% Jan 8, 2021 - Jan 19, 2021
#15	-0.82% Sep 23, 2025 - Sep 29, 2025	-1.24% Jul 3, 2025 - Jul 22, 2025