XLVI vs BDCZ

Comparison between STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) PREMIUM INCOME ETF STATE STREET(R)HEALTH CARE SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLVI, ETF) and BDCZ (BDCZ, ETF).

XLVI vs BDCZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLVI(ETF)	BDCZ(ETF)
Net Assets	$12M	$12M
Expense Ratio	0.35%	0.85%
Max Drawdown	10.56%	62.33%
Sharpe Ratio	1.17	-0.56
5Y Beta	0.35	0.65
5Y Dividends CAGR	N/A	2.16%

Net Assets

XLVI

$12M

Winner

BDCZ

$12M

Expense Ratio

Winner

XLVI

0.35%

BDCZ

0.85%

Max Drawdown

Winner

XLVI

10.56%

BDCZ

62.33%

Sharpe Ratio

Winner

XLVI

1.17

BDCZ

-0.56

5Y Beta

Winner

XLVI

0.35

BDCZ

0.65

5Y Dividends CAGR

XLVI

N/A

BDCZ

2.16%

XLVI vs BDCZ - Historical Returns

Returns include dividend reinvestment.

Period	XLVI	BDCZ
1 month	+4.23%	-6.73%
3 months	+0.94%	+0.60%
6 months	+3.48%	-8.97%
1 year	+14.54%	-9.27%
5 years(CAGR)	N/A	+3.50%
10 years(CAGR)	N/A	+6.15%
Max(CAGR)	+17.34%	+5.82%

Winner

XLVI

+4.23%

BDCZ

-6.73%

Winner

XLVI

+0.94%

BDCZ

+0.60%

Winner

XLVI

+3.48%

BDCZ

-8.97%

Winner

XLVI

+14.54%

BDCZ

-9.27%

5Y(CAGR)

XLVI

N/A

BDCZ

+3.50%

10Y(CAGR)

XLVI

N/A

BDCZ

+6.15%

Max(CAGR)

Winner

XLVI

+17.34%

BDCZ

+5.82%

XLVI vs BDCZ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	XLVI	BDCZ
2026	+1.22%	-7.88%
2025	+12.78%	-4.75%
2024	N/A	+12.06%
2023	N/A	+24.17%
2022	N/A	-9.45%
2021	N/A	+35.54%
2020	N/A	-11.39%
2019	N/A	+24.15%
2018	N/A	-7.79%
2017	N/A	-1.13%
2016	N/A	+23.60%
2015	N/A	-4.61%

XLVI vs BDCZ Drawdown Comparison

The maximum drawdown for XLVI was -8.14%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for BDCZ was -55.63%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.

The current XLVI drawdown is -1.87%. The current BDCZ drawdown is -16.73%.

Rank	XLVI	BDCZ
#1	-8.14% Feb 27, 2026 - Mar 27, 2026	-55.63% Feb 20, 2020 - Mar 11, 2021
#2	-3.52% Jul 30, 2025 - Aug 14, 2025	-23.11% Apr 20, 2022 - Jul 26, 2023
#3	-3.02% Nov 26, 2025 - Dec 15, 2025	-21.09% Aug 28, 2017 - Nov 29, 2019
#4	-2.28% Jan 26, 2026 - Feb 6, 2026	-20.81% Feb 19, 2025 - Mar 27, 2026
#5	-1.59% Sep 11, 2025 - Sep 30, 2025	-13.10% Dec 2, 2015 - Jul 12, 2016
#6	-1.38% Jan 12, 2026 - Jan 21, 2026	-9.11% Jun 28, 2024 - Nov 29, 2024
#7	-1.31% Feb 6, 2026 - Feb 18, 2026	-6.36% Apr 10, 2017 - Aug 28, 2017
#8	-1.08% Oct 27, 2025 - Nov 6, 2025	-6.20% Sep 25, 2023 - Nov 14, 2023
#9	-0.80% Dec 15, 2025 - Dec 22, 2025	-5.98% Oct 9, 2015 - Dec 2, 2015
#10	-0.48% Nov 12, 2025 - Nov 21, 2025	-5.80% Apr 29, 2021 - May 27, 2021
#11	-0.46% Jan 22, 2026 - Jan 26, 2026	-5.75% Jan 12, 2022 - Feb 7, 2022
#12	-0.42% Feb 18, 2026 - Feb 23, 2026	-5.36% Nov 8, 2021 - Jan 4, 2022
#13	-0.40% Oct 9, 2025 - Oct 15, 2025	-4.64% Feb 8, 2022 - Apr 1, 2022
#14	-0.39% Dec 24, 2025 - Jan 6, 2026	-4.19% Aug 13, 2021 - Oct 6, 2021
#15	-0.39% Jan 7, 2026 - Jan 12, 2026	-4.16% Jun 14, 2021 - Aug 13, 2021

Correlation

Correlation between XLVI and BDCZ is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.75

-101

Dividend Comparison (2016 - 2026)

XLVI vs BDCZ dividend yield comparison.

Year	XLVI	BDCZ
2026	5.33%	5.20%
2025	5.73%	10.65%
2024	0.00%	9.26%
2023	0.00%	9.13%
2022	0.00%	9.39%
2021	0.00%	7.49%
2020	0.00%	10.01%
2019	0.00%	8.40%
2018	0.00%	9.66%
2017	0.00%	8.74%
2016	0.00%	7.98%