XLII vs WTID

Comparison between STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLII, ETF) and Bank of Montreal (WTID, ETF).

XLII vs WTID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLII(ETF)	WTID(ETF)
Net Assets	$6.60M	$6.60M
Expense Ratio	0.35%	N/A
Max Drawdown	10.59%	92.83%
Sharpe Ratio	1.10	-1.68
5Y Beta	0.70	-1.68
P/E Ratio	N/A	20.21
Forward P/E	N/A	10.87
PEG Ratio	N/A	0.99
5Y EPS CAGR	N/A	16.35%
Debt to Equity	N/A	16.70%
P/S Ratio	N/A	1.40
P/B Ratio	N/A	2.18

Net Assets

XLII

$6.60M

WTID

$6.60M

Expense Ratio

XLII

0.35%

WTID

N/A

Max Drawdown

Winner

XLII

10.59%

WTID

92.83%

Sharpe Ratio

Winner

XLII

1.10

WTID

-1.68

5Y Beta

XLII

0.70

Winner

WTID

-1.68

P/E Ratio

XLII

N/A

WTID

20.21

Forward P/E

XLII

N/A

WTID

10.87

PEG Ratio

XLII

N/A

WTID

0.99

5Y EPS CAGR

XLII

N/A

WTID

16.35%

Debt to Equity

XLII

N/A

WTID

16.70%

P/S Ratio

XLII

N/A

WTID

1.40

P/B Ratio

XLII

N/A

WTID

2.18

XLII vs WTID - Holdings Comparison

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

XLII's top 25 holdings weight is 100.52%. WTID's top 25 holdings weight is 106.70%.

Rank	XLII	WTID
#1	STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 100.52%	EXXON MOBIL CORP (XOM) - 17.70%
#2	N/A	CHEVRON CORP (CVX) - 16.71%
#3	N/A	CONOCOPHILLIPS (COP) - 12.47%
#4	N/A	EQT CORP (EQT) - 8.83%
#5	N/A	VALERO ENERGY CORP (VLO) - 8.71%
#6	N/A	EOG RESOURCES INC (EOG) - 8.68%
#7	N/A	OCCIDENTAL PETROLEUM CORP (OXY) - 8.33%
#8	N/A	MARATHON PETROLEUM CORP (MPC) - 7.78%
#9	N/A	PHILLIPS 66 (PSX) - 6.27%
#10	N/A	DEVON ENERGY CORP (DVN) - 6.06%
#11	N/A	DIAMONDBACK ENERGY INC (FANG) - 5.16%
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	1	11

XLII vs WTID - Historical Returns

Returns include dividend reinvestment.

Period	XLII	WTID
1 month	+2.18%	+5.41%
3 months	+2.79%	-16.90%
6 months	+8.87%	-55.40%
1 year	+14.22%	-73.06%
5 years(CAGR)	N/A	-18.83%
10 years(CAGR)	N/A	-16.09%
Max(CAGR)	+16.96%	-16.09%

XLII

+2.18%

Winner

WTID

+5.41%

Winner

XLII

+2.79%

WTID

-16.90%

Winner

XLII

+8.87%

WTID

-55.40%

Winner

XLII

+14.22%

WTID

-73.06%

5Y(CAGR)

XLII

N/A

WTID

-18.83%

10Y(CAGR)

XLII

N/A

WTID

-16.09%

Max(CAGR)

Winner

XLII

+16.96%

WTID

-16.09%

XLII vs WTID - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	XLII	WTID
2026	+6.17%	-57.50%
2025	+6.64%	-42.74%
2024	N/A	-4.89%
2023	N/A	-17.12%
2020	N/A	+348.70%
2019	N/A	-76.86%
2018	N/A	+14.74%
2017	N/A	-37.31%

XLII vs WTID Drawdown Comparison

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

The maximum drawdown for WTID was -92.83%, occurring on Jan 3, 2020. This drawdown has not yet recovered.

The current XLII drawdown is -0.65%. The current WTID drawdown is -90.30%.

Rank	XLII	WTID
#1	-10.10% Mar 2, 2026 - Jun 4, 2026	-92.83% Jun 21, 2017 - Jan 3, 2020
#2	-3.61% Nov 12, 2025 - Dec 3, 2025	-30.58% May 4, 2017 - Jun 14, 2017
#3	-2.49% Oct 8, 2025 - Oct 20, 2025	-28.91% Mar 23, 2017 - May 4, 2017
#4	-1.68% Aug 28, 2025 - Sep 11, 2025	-13.29% Jan 10, 2017 - Mar 8, 2017
#5	-1.30% Jan 16, 2026 - Feb 2, 2026	-5.34% Mar 14, 2017 - Mar 21, 2017
#6	-1.22% Oct 27, 2025 - Nov 11, 2025	-2.13% Jun 15, 2017 - Jun 19, 2017
#7	-1.16% Jul 30, 2025 - Aug 12, 2025	-0.78% Jan 5, 2017 - Jan 9, 2017
#8	-0.99% Aug 13, 2025 - Aug 22, 2025	N/A
#9	-0.94% Feb 20, 2026 - Feb 24, 2026	N/A
#10	-0.91% Dec 29, 2025 - Jan 5, 2026	N/A
#11	-0.88% Sep 11, 2025 - Sep 22, 2025	N/A
#12	-0.82% Sep 23, 2025 - Sep 29, 2025	N/A
#13	-0.81% Dec 15, 2025 - Dec 19, 2025	N/A
#14	-0.80% Oct 21, 2025 - Oct 23, 2025	N/A
#15	-0.65% Jun 4, 2026 - Jun 5, 2026	N/A