XLUI vs MUNX
Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLUI, ETF) and AMG GW&K MUNI INCOME ETF (MUNX, ETF).
XLUI vs MUNX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLUI
$18M
MUNX
$18M
Expense Ratio
XLUI
0.35%
Winner
MUNX
0.29%
Max Drawdown
XLUI
10.22%
Winner
MUNX
3.20%
Sharpe Ratio
Winner
XLUI
0.37
MUNX
0.08
5Y Beta
XLUI
0.19
Winner
MUNX
0.11
XLUI vs MUNX - Historical Returns
Returns include dividend reinvestment.
1M
XLUI
-0.75%
Winner
MUNX
+0.63%
3M
XLUI
-0.00%
Winner
MUNX
+1.20%
6M
Winner
XLUI
+7.60%
MUNX
+2.13%
1Y
XLUI
+7.34%
MUNX
N/A
Max(CAGR)
Winner
XLUI
+8.50%
MUNX
+3.90%
XLUI vs MUNX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | XLUI | MUNX |
|---|---|---|
| 2026 | +5.99% | +1.67% |
| 2025 | +0.51% | +0.52% |
XLUI vs MUNX Drawdown Comparison
The maximum drawdown for XLUI was -6.02%, occurring on Jan 7, 2026. Recovery took 83 trading sessions.
The maximum drawdown for MUNX was -2.95%, occurring on Mar 26, 2026. This drawdown has not yet recovered.
The current XLUI drawdown is -2.96%. The current MUNX drawdown is -0.39%.
| Rank | XLUI | MUNX |
|---|---|---|
| #1 | -6.02% Oct 15, 2025 - Feb 13, 2026 | -2.95% Feb 26, 2026 - Mar 26, 2026 |
| #2 | -5.82% Apr 9, 2026 - Jun 1, 2026 | -0.36% Nov 11, 2025 - Nov 28, 2025 |
| #3 | -4.21% Mar 17, 2026 - Apr 8, 2026 | -0.33% Nov 28, 2025 - Jan 2, 2026 |
| #4 | -3.35% Aug 22, 2025 - Sep 15, 2025 | -0.27% Jan 14, 2026 - Jan 28, 2026 |
| #5 | -1.61% Sep 15, 2025 - Sep 23, 2025 | -0.16% Jan 9, 2026 - Jan 14, 2026 |
| #6 | -1.19% Mar 2, 2026 - Mar 16, 2026 | -0.15% Feb 10, 2026 - Feb 12, 2026 |
| #7 | -0.76% Aug 13, 2025 - Aug 20, 2025 | -0.14% Nov 4, 2025 - Nov 6, 2025 |
| #8 | -0.67% Aug 4, 2025 - Aug 12, 2025 | -0.12% Feb 24, 2026 - Feb 26, 2026 |
| #9 | -0.57% Sep 24, 2025 - Sep 26, 2025 | -0.06% Feb 2, 2026 - Feb 4, 2026 |
| #10 | -0.45% Aug 20, 2025 - Aug 22, 2025 | -0.05% Jan 28, 2026 - Jan 30, 2026 |
| #11 | -0.36% Feb 13, 2026 - Feb 19, 2026 | -0.05% Feb 17, 2026 - Feb 20, 2026 |
| #12 | -0.18% Feb 25, 2026 - Feb 27, 2026 | -0.03% Nov 6, 2025 - Nov 10, 2025 |
| #13 | -0.16% Oct 9, 2025 - Oct 13, 2025 | -0.02% Oct 31, 2025 - Nov 4, 2025 |
| #14 | -0.07% Oct 1, 2025 - Oct 3, 2025 | N/A |
Correlation
Correlation between XLUI and MUNX is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (2025 - 2026)
XLUI vs MUNX dividend yield comparison.
| Year | XLUI | MUNX |
|---|---|---|
| 2026 | 5.55% | 1.40% |
| 2025 | 7.12% | 0.55% |
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