State Street Energy Select Sector SPDR Premium Income ETF

XLEI

時価総額 $7308万

The State Street Energy Select Sector SPDR Premium Income ETF offers a unique blend of energy sector exposure and a high 18.5% TTM yield. XLEI tracks XLE, using a covered call strategy that sacrifices upside in strong rallies for premium income and downside protection. XLEI has underperformed XLE during 2026's exceptional rally but outperformed during drawdowns, with a robust Sortino ratio of 5.48.

Energy has been the strongest corner of State Street Investment Management's premium income ETF lineup this year. Shares of the State Street Energy Select Sector SPDR Premium Income ETF (XLEI) are up 32.7% so far in 2026.

Prediction markets point to a divided Congress after November's midterm elections: Democrats retaking the House, Republicans holding the Senate. Key Takeaways: A divided Congress after the midterms may limit big legislation but not targeted policy moves.

Rising tension in the Middle East has done more than rattle energy markets. It has turned volatility into one of the richest income opportunities available to investors right now, according to State Street Investment Management.

The State Street Energy Select Sector SPDR Premium Income ETF offers diversified energy sector exposure with a robust options overlay for income generation. The ETF benefits from accelerating AI-driven energy demand, producing >21% annualized yield and modest NAV growth since inception. The fund's call spread strategy caps upside during rallies but cushions downside, resulting in lower volatility (15.62%) versus XLE (21.05%).

XLEI leads a pack of high-yield energy ETFs as oil volatility and Middle East tensions keep income-focused funds in the spotlight.

Energy ETFs are likely to remain strong, as oil prices are unlikely to return to pre-war levels even if an Iran war truce materializes, keeping high-yield funds in focus.

On this episode of the ETF of the Week podcast, VettaFi's Head of Research Todd Rosenbluth discussed the Technology Select Sector SPDR Premium Income Fund (XLKI) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.