XLUI vs DUKH
Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLUI, ETF) and Ocean Park High Income ETF (DUKH, ETF).
XLUI vs DUKH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLUI
$22M
Winner
DUKH
$22M
Expense Ratio
Winner
XLUI
0.35%
DUKH
1.07%
Max Drawdown
XLUI
10.22%
Winner
DUKH
8.52%
Sharpe Ratio
Winner
XLUI
0.81
DUKH
-0.29
5Y Beta
XLUI
0.15
Winner
DUKH
0.15
XLUI vs DUKH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLUI
+2.95%
DUKH
-0.63%
3M
Winner
XLUI
+3.81%
DUKH
-0.34%
6M
Winner
XLUI
+12.08%
DUKH
-1.11%
1Y
Winner
XLUI
+12.65%
DUKH
+2.72%
Max(CAGR)
Winner
XLUI
+12.93%
DUKH
+2.68%
XLUI vs DUKH - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | XLUI | DUKH |
|---|---|---|
| 2026 | +11.24% | -0.51% |
| 2025 | +0.51% | +2.71% |
| 2024 | N/A | +2.80% |
XLUI vs DUKH Drawdown Comparison
The maximum drawdown for XLUI was -6.02%, occurring on Jan 7, 2026. Recovery took 83 trading sessions.
The maximum drawdown for DUKH was -5.69%, occurring on Apr 8, 2025. Recovery took 203 trading sessions.
The current DUKH drawdown is -1.46%.
| Rank | XLUI | DUKH |
|---|---|---|
| #1 | -6.02% Oct 15, 2025 - Feb 13, 2026 | -5.69% Nov 8, 2024 - Sep 4, 2025 |
| #2 | -5.82% Apr 9, 2026 - Jun 26, 2026 | -3.06% Feb 20, 2026 - Mar 27, 2026 |
| #3 | -4.21% Mar 17, 2026 - Apr 8, 2026 | -1.26% Oct 1, 2025 - Oct 27, 2025 |
| #4 | -3.35% Aug 22, 2025 - Sep 15, 2025 | -1.14% Sep 27, 2024 - Nov 8, 2024 |
| #5 | -1.85% Jun 26, 2026 - Jul 13, 2026 | -1.04% Jul 16, 2024 - Aug 13, 2024 |
| #6 | -1.61% Sep 15, 2025 - Sep 23, 2025 | -0.89% Oct 27, 2025 - Dec 10, 2025 |
| #7 | -1.51% Jul 14, 2026 - Jul 22, 2026 | -0.66% Jan 22, 2026 - Feb 13, 2026 |
| #8 | -1.19% Mar 2, 2026 - Mar 16, 2026 | -0.49% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -0.76% Aug 13, 2025 - Aug 20, 2025 | -0.36% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -0.67% Aug 4, 2025 - Aug 12, 2025 | -0.28% Aug 23, 2024 - Sep 4, 2024 |
| #11 | -0.57% Sep 24, 2025 - Sep 26, 2025 | -0.23% Aug 21, 2024 - Aug 23, 2024 |
| #12 | -0.45% Aug 20, 2025 - Aug 22, 2025 | -0.21% Dec 11, 2025 - Dec 18, 2025 |
| #13 | -0.36% Feb 13, 2026 - Feb 19, 2026 | -0.16% Dec 26, 2025 - Jan 2, 2026 |
| #14 | -0.18% Feb 25, 2026 - Feb 27, 2026 | -0.12% Sep 5, 2024 - Sep 9, 2024 |
| #15 | -0.16% Oct 9, 2025 - Oct 13, 2025 | -0.12% Jul 12, 2024 - Jul 16, 2024 |
Correlation
Correlation between XLUI and DUKH is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2024 - 2026)
XLUI vs DUKH dividend yield comparison.
| Year | XLUI | DUKH |
|---|---|---|
| 2026 | 6.72% | 2.58% |
| 2025 | 7.12% | 6.12% |
| 2024 | 0.00% | 2.77% |
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