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XLUI vs AAPD

Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLUI, ETF) and DIREXION DAILY AAPL BEAR 1X SHARES (AAPD, ETF).

XLUI vs AAPD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLUI
$18M
Winner
AAPD
$18M
Expense Ratio
Winner
XLUI
0.35%
AAPD
0.96%
Max Drawdown
Winner
XLUI
10.22%
AAPD
64.20%
Sharpe Ratio
Winner
XLUI
0.37
AAPD
-1.67
5Y Beta
XLUI
0.19
Winner
AAPD
-1.14

XLUI vs AAPD - Historical Returns

Returns include dividend reinvestment.

1M
XLUI
-0.75%
Winner
AAPD
+1.29%
3M
Winner
XLUI
-0.00%
AAPD
-12.04%
6M
Winner
XLUI
+7.60%
AAPD
-4.24%
1Y
Winner
XLUI
+7.34%
AAPD
-30.94%
Max(CAGR)
Winner
XLUI
+8.50%
AAPD
-14.45%

XLUI vs AAPD - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearXLUIAAPD
2026+5.99%-7.12%
2025+0.51%-13.78%
2024N/A-24.24%
2023N/A-33.01%
2022N/A+21.49%

XLUI vs AAPD Drawdown Comparison

The maximum drawdown for XLUI was -6.02%, occurring on Jan 7, 2026. Recovery took 83 trading sessions.

The maximum drawdown for AAPD was -59.78%, occurring on Jun 2, 2026. This drawdown has not yet recovered.

The current XLUI drawdown is -2.96%. The current AAPD drawdown is -56.49%.

RankXLUIAAPD
#1-6.02%
Oct 15, 2025 - Feb 13, 2026
-59.78%
Jan 3, 2023 - Jun 2, 2026
#2-5.82%
Apr 9, 2026 - Jun 1, 2026
-12.41%
Sep 30, 2022 - Nov 9, 2022
#3-4.21%
Mar 17, 2026 - Apr 8, 2026
-11.37%
Nov 9, 2022 - Dec 19, 2022
#4-3.35%
Aug 22, 2025 - Sep 15, 2025
-5.77%
Sep 8, 2022 - Sep 15, 2022
#5-1.61%
Sep 15, 2025 - Sep 23, 2025
-5.62%
Aug 9, 2022 - Aug 26, 2022
#6-1.19%
Mar 2, 2026 - Mar 16, 2026
-3.89%
Sep 16, 2022 - Sep 23, 2022
#7-0.76%
Aug 13, 2025 - Aug 20, 2025
-3.02%
Dec 28, 2022 - Jan 3, 2023
#8-0.67%
Aug 4, 2025 - Aug 12, 2025
-2.34%
Dec 20, 2022 - Dec 23, 2022
#9-0.57%
Sep 24, 2025 - Sep 26, 2025
-1.04%
Sep 23, 2022 - Sep 28, 2022
#10-0.45%
Aug 20, 2025 - Aug 22, 2025
-1.00%
Sep 6, 2022 - Sep 8, 2022
#11-0.36%
Feb 13, 2026 - Feb 19, 2026
-0.34%
Aug 31, 2022 - Sep 2, 2022
#12-0.18%
Feb 25, 2026 - Feb 27, 2026
N/A
#13-0.16%
Oct 9, 2025 - Oct 13, 2025
N/A
#14-0.07%
Oct 1, 2025 - Oct 3, 2025
N/A

Correlation

Correlation between XLUI and AAPD is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.55
-101

Dividend Comparison (2022 - 2026)

XLUI vs AAPD dividend yield comparison.

YearXLUIAAPD
20265.55%0.69%
20257.12%3.60%
20240.00%4.55%
20230.00%4.37%
20220.00%0.53%

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