XLKI vs IOPP

Comparison between STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLKI, ETF) and SIMPLIFY TARA INDIA OPPORTUNITIES ETF (IOPP, ETF).

XLKI vs IOPP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLKI(ETF)	IOPP(ETF)
Net Assets	$7.40M	$7.50M
Expense Ratio	0.35%	0.73%
Max Drawdown	14.81%	28.93%
Sharpe Ratio	1.21	-0.50
5Y Beta	1.21	0.48

Net Assets

XLKI

$7.40M

Winner

IOPP

$7.50M

Expense Ratio

Winner

XLKI

0.35%

IOPP

0.73%

Max Drawdown

Winner

XLKI

14.81%

IOPP

28.93%

Sharpe Ratio

Winner

XLKI

1.21

IOPP

-0.50

5Y Beta

XLKI

1.21

Winner

IOPP

0.48

XLKI vs IOPP - Historical Returns

Returns include dividend reinvestment.

Period	XLKI	IOPP
1 month	+0.25%	-0.74%
3 months	+10.24%	-1.81%
6 months	+9.29%	-7.28%
1 year	+21.58%	-6.88%
Max(CAGR)	+25.88%	+2.72%

Winner

XLKI

+0.25%

IOPP

-0.74%

Winner

XLKI

+10.24%

IOPP

-1.81%

Winner

XLKI

+9.29%

IOPP

-7.28%

Winner

XLKI

+21.58%

IOPP

-6.88%

Max(CAGR)

Winner

XLKI

+25.88%

IOPP

+2.72%

XLKI vs IOPP - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	XLKI	IOPP
2026	+10.22%	-8.70%
2025	+10.08%	+0.61%
2024	N/A	+14.16%

XLKI vs IOPP Drawdown Comparison

The maximum drawdown for XLKI was -10.25%, occurring on Mar 30, 2026. Recovery took 51 trading sessions.

The maximum drawdown for IOPP was -23.64%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current XLKI drawdown is -6.87%. The current IOPP drawdown is -16.53%.

Rank	XLKI	IOPP
#1	-10.25% Jan 28, 2026 - Apr 13, 2026	-23.64% Sep 23, 2024 - Mar 30, 2026
#2	-6.87% Jun 2, 2026 - Jun 5, 2026	-4.60% Mar 7, 2024 - Apr 2, 2024
#3	-6.60% Nov 3, 2025 - Dec 8, 2025	-3.91% Jul 29, 2024 - Aug 16, 2024
#4	-4.82% Dec 10, 2025 - Jan 26, 2026	-3.71% Jun 3, 2024 - Jun 7, 2024
#5	-2.53% Aug 13, 2025 - Aug 28, 2025	-2.34% Apr 11, 2024 - Apr 25, 2024
#6	-2.23% Jul 30, 2025 - Aug 8, 2025	-1.97% May 2, 2024 - May 17, 2024
#7	-2.16% Aug 28, 2025 - Sep 10, 2025	-1.51% May 24, 2024 - Jun 3, 2024
#8	-1.96% Oct 9, 2025 - Oct 20, 2025	-1.50% Jul 16, 2024 - Jul 25, 2024
#9	-1.42% May 14, 2026 - May 21, 2026	-1.02% May 20, 2024 - May 23, 2024
#10	-0.68% Oct 21, 2025 - Oct 23, 2025	-0.92% Sep 5, 2024 - Sep 11, 2024
#11	-0.66% Sep 22, 2025 - Sep 29, 2025	-0.90% Jun 18, 2024 - Jun 25, 2024
#12	-0.60% May 11, 2026 - May 14, 2026	-0.83% Aug 23, 2024 - Aug 30, 2024
#13	-0.56% Aug 8, 2025 - Aug 12, 2025	-0.66% Apr 26, 2024 - May 2, 2024
#14	-0.50% Apr 22, 2026 - Apr 24, 2026	-0.49% Aug 30, 2024 - Sep 5, 2024
#15	-0.47% Apr 27, 2026 - Apr 30, 2026	-0.42% Jul 1, 2024 - Jul 9, 2024

Correlation

Correlation between XLKI and IOPP is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.47

-101