ZTWO vs XLUI
Comparison between F/M 2-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTWO, ETF) and STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLUI, ETF).
ZTWO vs XLUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZTWO
$18M
XLUI
$18M
Expense Ratio
Winner
ZTWO
0.15%
XLUI
0.35%
Max Drawdown
Winner
ZTWO
1.31%
XLUI
10.22%
Sharpe Ratio
ZTWO
0.30
Winner
XLUI
0.37
5Y Beta
Winner
ZTWO
0.02
XLUI
0.19
ZTWO vs XLUI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ZTWO
+0.34%
XLUI
-0.75%
3M
Winner
ZTWO
+0.88%
XLUI
-0.00%
6M
ZTWO
+1.31%
Winner
XLUI
+7.60%
1Y
ZTWO
+3.89%
Winner
XLUI
+7.34%
Max(CAGR)
ZTWO
+4.63%
Winner
XLUI
+8.50%
ZTWO vs XLUI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | ZTWO | XLUI |
|---|---|---|
| 2026 | +0.93% | +5.99% |
| 2025 | +5.54% | +0.51% |
| 2024 | +0.36% | N/A |
ZTWO vs XLUI Drawdown Comparison
The maximum drawdown for ZTWO was -0.93%, occurring on Mar 26, 2026. Recovery took 47 trading sessions.
The maximum drawdown for XLUI was -6.02%, occurring on Jan 7, 2026. Recovery took 83 trading sessions.
The current ZTWO drawdown is -0.08%. The current XLUI drawdown is -2.96%.
| Rank | ZTWO | XLUI |
|---|---|---|
| #1 | -0.93% Feb 27, 2026 - May 6, 2026 | -6.02% Oct 15, 2025 - Feb 13, 2026 |
| #2 | -0.67% Apr 3, 2025 - Apr 24, 2025 | -5.82% Apr 9, 2026 - Jun 1, 2026 |
| #3 | -0.31% Apr 30, 2025 - May 27, 2025 | -4.21% Mar 17, 2026 - Apr 8, 2026 |
| #4 | -0.27% Mar 10, 2025 - Mar 19, 2025 | -3.35% Aug 22, 2025 - Sep 15, 2025 |
| #5 | -0.26% May 6, 2026 - May 27, 2026 | -1.61% Sep 15, 2025 - Sep 23, 2025 |
| #6 | -0.23% May 29, 2026 - Jun 11, 2026 | -1.19% Mar 2, 2026 - Mar 16, 2026 |
| #7 | -0.23% Oct 24, 2025 - Nov 11, 2025 | -0.76% Aug 13, 2025 - Aug 20, 2025 |
| #8 | -0.23% Jun 30, 2025 - Jul 21, 2025 | -0.67% Aug 4, 2025 - Aug 12, 2025 |
| #9 | -0.21% Sep 16, 2025 - Oct 1, 2025 | -0.57% Sep 24, 2025 - Sep 26, 2025 |
| #10 | -0.20% Dec 30, 2024 - Jan 15, 2025 | -0.45% Aug 20, 2025 - Aug 22, 2025 |
| #11 | -0.18% Jun 4, 2025 - Jun 11, 2025 | -0.36% Feb 13, 2026 - Feb 19, 2026 |
| #12 | -0.17% Feb 5, 2025 - Feb 14, 2025 | -0.18% Feb 25, 2026 - Feb 27, 2026 |
| #13 | -0.17% Dec 3, 2025 - Dec 15, 2025 | -0.16% Oct 9, 2025 - Oct 13, 2025 |
| #14 | -0.13% Mar 4, 2025 - Mar 10, 2025 | -0.07% Oct 1, 2025 - Oct 3, 2025 |
| #15 | -0.13% Aug 4, 2025 - Aug 12, 2025 | N/A |
Correlation
Correlation between ZTWO and XLUI is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2024 - 2026)
ZTWO vs XLUI dividend yield comparison.
| Year | ZTWO | XLUI |
|---|---|---|
| 2026 | 1.72% | 5.55% |
| 2025 | 4.31% | 7.12% |
| 2024 | 0.39% | 0.00% |
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