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XLUI vs BCDF

Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLUI, ETF) and HORIZON KINETICS BLOCKCHAIN DEVELOPMENT ETF (BCDF, ETF).

XLUI vs BCDF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLUI
$22M
Winner
BCDF
$22M
Expense Ratio
Winner
XLUI
0.35%
BCDF
0.85%
Max Drawdown
Winner
XLUI
10.22%
BCDF
27.97%
Sharpe Ratio
Winner
XLUI
0.81
BCDF
-0.11
5Y Beta
Winner
XLUI
0.15
BCDF
0.56

XLUI vs BCDF - Holdings Comparison

XLUI and BCDF have 0 common holdings. Overlap is 0.00%

XLUI's top 25 holdings weight is 100.14%. BCDF's top 25 holdings weight is 97.15%.

RankXLUIBCDF
#1
STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 100.14%
US BANK MMDA USBGFS 7 (n/a) - 8.46%
#2N/A
SINGAPORE EXCHANGE LTD (n/a) - 7.99%
#3N/A
URBANA CORP REGISTERED SHS -A- NON VTG (UBAAF) - 7.04%
#4N/A
CBOE GLOBAL MARKETS INC (CBOE) - 6.69%
#5N/A
TMX GROUP LTD (TMXXF) - 5.17%
#6N/A
DEUTSCHE BOERSE AG (n/a) - 4.78%
#7N/A
NASDAQ INC (NDAQ) - 4.73%
#8N/A
JAPAN EXCHANGE GROUP INC (n/a) - 4.52%
#9N/A
CACI INTERNATIONAL INC CLASS A (CACI) - 4.34%
#10N/A
INTERCONTINENTAL EXCHANGE INC (ICE) - 4.20%
#11N/A
HAWAIIAN ELECTRIC INDUSTRIES INC (HE) - 4.19%
#12N/A
GALAXY DIGITAL INC ORDINARY SHARES CLASS A (GLXY) - 3.78%
#13N/A
LANDBRIDGE CO LLC CLASS A SHARES (LB) - 3.70%
#14N/A
WISDOMTREE INC (WT) - 3.68%
#15N/A
MIAMI INTERNATIONAL HOLDINGS INC (MIAX) - 3.55%
#16N/A
ASX LTD (n/a) - 3.02%
#17N/A
SCIENCE APPLICATIONS INTERNATIONAL CORP (SAIC) - 3.01%
#18N/A
TRADEWEB MARKETS INC (TW) - 2.47%
#19N/A
LONDON STOCK EXCHANGE GROUP PLC (n/a) - 2.39%
#20N/A
OTC MARKETS GROUP INC (OTCM) - 2.23%
#21N/A
EURONEXT NV (n/a) - 2.07%
#22N/A
CME GROUP INC CLASS A (CME) - 1.95%
#23N/A
BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 1.34%
#24N/A
MARKETAXESS HOLDINGS INC (MKTX) - 1.16%
#25N/A
GRAYSCALE BITCOIN MINI TRUST ETF (BTC) - 0.69%
Total Holdings137

XLUI vs BCDF - Historical Returns

Returns include dividend reinvestment.

1M
XLUI
+2.95%
Winner
BCDF
+3.53%
3M
Winner
XLUI
+3.81%
BCDF
-3.10%
6M
Winner
XLUI
+12.08%
BCDF
-2.85%
1Y
Winner
XLUI
+12.65%
BCDF
-0.87%
Max(CAGR)
Winner
XLUI
+12.93%
BCDF
+6.41%

XLUI vs BCDF - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearXLUIBCDF
2026+11.24%+2.71%
2025+0.51%+11.23%
2024N/A+16.57%
2023N/A+25.31%
2022N/A-22.71%

XLUI vs BCDF Drawdown Comparison

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

The maximum drawdown for BCDF was -27.71%, occurring on Mar 15, 2023. Recovery took 508 trading sessions.

The current BCDF drawdown is -7.50%.

RankXLUIBCDF
#1-6.02%
Oct 15, 2025 - Feb 13, 2026
-27.71%
Aug 12, 2022 - Aug 21, 2024
#2-5.82%
Apr 9, 2026 - Jun 26, 2026
-14.02%
May 22, 2026 - Jun 25, 2026
#3-4.21%
Mar 17, 2026 - Apr 8, 2026
-13.47%
Nov 22, 2024 - May 1, 2025
#4-3.35%
Aug 22, 2025 - Sep 15, 2025
-7.51%
Jan 16, 2026 - Apr 16, 2026
#5-1.85%
Jun 26, 2026 - Jul 13, 2026
-7.25%
Jul 24, 2025 - Jan 15, 2026
#6-1.61%
Sep 15, 2025 - Sep 23, 2025
-4.26%
Nov 11, 2024 - Nov 22, 2024
#7-1.51%
Jul 14, 2026 - Jul 22, 2026
-2.85%
May 19, 2025 - Jun 30, 2025
#8-1.19%
Mar 2, 2026 - Mar 16, 2026
-2.80%
Oct 28, 2024 - Nov 7, 2024
#9-0.76%
Aug 13, 2025 - Aug 20, 2025
-2.47%
Aug 27, 2024 - Sep 16, 2024
#10-0.67%
Aug 4, 2025 - Aug 12, 2025
-1.85%
Jul 3, 2025 - Jul 17, 2025
#11-0.57%
Sep 24, 2025 - Sep 26, 2025
-1.81%
Oct 18, 2024 - Oct 28, 2024
#12-0.45%
Aug 20, 2025 - Aug 22, 2025
-1.70%
Aug 8, 2022 - Aug 10, 2022
#13-0.36%
Feb 13, 2026 - Feb 19, 2026
-1.63%
Oct 4, 2024 - Oct 14, 2024
#14-0.18%
Feb 25, 2026 - Feb 27, 2026
-1.46%
Apr 16, 2026 - May 1, 2026
#15-0.16%
Oct 9, 2025 - Oct 13, 2025
-1.06%
May 9, 2025 - May 15, 2025

Correlation

Correlation between XLUI and BCDF is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (2022 - 2026)

XLUI vs BCDF dividend yield comparison.

YearXLUIBCDF
20266.72%0.00%
20257.12%2.53%
20240.00%1.63%
20230.00%0.69%
20220.00%0.38%

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