XLUI vs ZTWO
Comparison between STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLUI, ETF) and F/M 2-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTWO, ETF).
XLUI vs ZTWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLUI
$18M
ZTWO
$18M
Expense Ratio
XLUI
0.35%
Winner
ZTWO
0.15%
Max Drawdown
XLUI
10.22%
Winner
ZTWO
1.31%
Sharpe Ratio
Winner
XLUI
0.45
ZTWO
0.15
5Y Beta
XLUI
0.19
Winner
ZTWO
0.02
XLUI vs ZTWO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLUI
+2.38%
ZTWO
+0.38%
3M
XLUI
-0.53%
Winner
ZTWO
+0.84%
6M
Winner
XLUI
+7.43%
ZTWO
+1.32%
1Y
Winner
XLUI
+8.10%
ZTWO
+4.05%
Max(CAGR)
Winner
XLUI
+9.29%
ZTWO
+4.65%
XLUI vs ZTWO - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | XLUI | ZTWO |
|---|---|---|
| 2026 | +6.74% | +0.99% |
| 2025 | +0.51% | +5.54% |
| 2024 | N/A | +0.36% |
XLUI vs ZTWO Drawdown Comparison
The maximum drawdown for XLUI was -6.02%, occurring on Jan 7, 2026. Recovery took 83 trading sessions.
The maximum drawdown for ZTWO was -0.93%, occurring on Mar 26, 2026. Recovery took 47 trading sessions.
The current XLUI drawdown is -2.27%. The current ZTWO drawdown is -0.02%.
| Rank | XLUI | ZTWO |
|---|---|---|
| #1 | -6.02% Oct 15, 2025 - Feb 13, 2026 | -0.93% Feb 27, 2026 - May 6, 2026 |
| #2 | -5.82% Apr 9, 2026 - Jun 1, 2026 | -0.67% Apr 3, 2025 - Apr 24, 2025 |
| #3 | -4.21% Mar 17, 2026 - Apr 8, 2026 | -0.31% Apr 30, 2025 - May 27, 2025 |
| #4 | -3.35% Aug 22, 2025 - Sep 15, 2025 | -0.27% Mar 10, 2025 - Mar 19, 2025 |
| #5 | -1.61% Sep 15, 2025 - Sep 23, 2025 | -0.26% May 6, 2026 - May 27, 2026 |
| #6 | -1.19% Mar 2, 2026 - Mar 16, 2026 | -0.23% May 29, 2026 - Jun 11, 2026 |
| #7 | -0.76% Aug 13, 2025 - Aug 20, 2025 | -0.23% Oct 24, 2025 - Nov 11, 2025 |
| #8 | -0.67% Aug 4, 2025 - Aug 12, 2025 | -0.23% Jun 30, 2025 - Jul 21, 2025 |
| #9 | -0.57% Sep 24, 2025 - Sep 26, 2025 | -0.21% Sep 16, 2025 - Oct 1, 2025 |
| #10 | -0.45% Aug 20, 2025 - Aug 22, 2025 | -0.20% Dec 30, 2024 - Jan 15, 2025 |
| #11 | -0.36% Feb 13, 2026 - Feb 19, 2026 | -0.18% Jun 4, 2025 - Jun 11, 2025 |
| #12 | -0.18% Feb 25, 2026 - Feb 27, 2026 | -0.17% Feb 5, 2025 - Feb 14, 2025 |
| #13 | -0.16% Oct 9, 2025 - Oct 13, 2025 | -0.17% Dec 3, 2025 - Dec 15, 2025 |
| #14 | -0.07% Oct 1, 2025 - Oct 3, 2025 | -0.13% Mar 4, 2025 - Mar 10, 2025 |
| #15 | N/A | -0.13% Aug 4, 2025 - Aug 12, 2025 |
Correlation
Correlation between XLUI and ZTWO is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2024 - 2026)
XLUI vs ZTWO dividend yield comparison.
| Year | XLUI | ZTWO |
|---|---|---|
| 2026 | 5.51% | 1.72% |
| 2025 | 7.12% | 4.31% |
| 2024 | 0.00% | 0.39% |
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