XLVI State Street(R) Health Care Select Sector SPDR(R) Premium Income ETF
Covered call on XLV, paying monthly
Over the year to Sep 18, 2026, XLVI paid 13.0% in cash and still finished 6.7 points behind XLV.
Key facts
ETFIQ Return Stability Score
57.364th of 173
XLVI paid 13.0% in cash and its price rose 4.0%, so the payout came out of returns rather than principal.
Was the payout funded by returns, or by your own capital?
39.6% of the 173 sit at or below XLVI on this measure.
74.9% of the 173 sit at or below XLVI on this measure.
Weighted evenly, those two positions are what the score combines, across the 173 income ETFs writing on an index or proxy. Neither spread above is the score: a fund can sit further right on one and score lower. A position in this set, not a rating: it moves when the set moves, and it is not a figure to average against another desk's.
| What it measures | This fund | Its percentile | Weight |
|---|---|---|---|
| against its benchmark | −6.7 pts | 39.6 | 50% |
| what happened to the principal | +4.0% | 74.9 | 50% |
What a holder got
Over the year to Sep 18, 2026, XLVI returned +17.9% with distributions reinvested and Health care sector (XLV) returned +24.6%, so a holder came out behind it by 6.7 points. The lighter segment is the 13.0% that arrived as cash rather than as price.
Its ten largest equity positions
| Holding | Weight | |
|---|---|---|
| STATE STREET HEALTH CARE SELEC | 100.46% | |
| SSI US GOV MONEY MARKET CLASS | 0.40% | |
| STATE STREET HEALTH CARE SELEC OCT26 173 CALL | -0.02% | |
| STATE STREET HEALTH CARE SELEC OCT26 170 CALL | -0.04% | |
| STATE STREET HEALTH CARE SELEC OCT26 172 CALL | -0.80% |
Period by period
| Window | Cash paid | Price | Total return | XLV | Ahead or behind |
|---|---|---|---|---|---|
| 3 months | 3.1% | +3.9% | +6.9% | +13.2% | −6.3 pts |
| 6 months | 6.4% | +5.5% | +12.2% | +16.9% | −4.6 pts |
| 1 year | 13.0% | +4.0% | +17.9% | +24.6% | −6.7 pts |
| Since launch | 14.7% | +5.3% | +21.1% | +27.7% | −6.5 pts |
In plain words
Since it launched on Jul 30, 2025, XLVI has returned +21.1% with distributions reinvested, against +27.7% for Health care sector (XLV), and has paid out 14.7% of its starting value in cash along the way. It pays monthly, and at its current price the latest distribution annualizes to 13.1%. No Rule 19a-1 notice has been published for this fund, so there is no issuer estimate of how much of its distributions was a return of capital.
| Strategy | covered call |
|---|---|
| Benchmark | Health care sector (XLV) (proxy) |
| Pays | monthly |
| Net assets (the issuer’s own daily fund list, as of Sep 18, 2026) | $27m |
| Latest payout, annualized (ETFIQ) | 13.1% |
| Expense ratio (485BPOS XBRL, Apr 24, 2026) | 0.35% |
| Cash paid, last 12 months, over today’s price (ETFIQ) | 12.5% |
| Launched | Jul 30, 2025 |
Every figure is an ETFIQ calculation from exchange prices and cash distributions (Tiingo end-of-day), total return with distributions reinvested. Return of capital is the issuer’s estimate. How these figures are computed
Questions people ask
- How much has XLVI paid over the last year?
- Over the year to Sep 18, 2026, XLVI paid 13.0% of its starting price in cash distributions, while the price rose 4.0%.
- Is XLVI ahead of XLV?
- Over the year to Sep 18, 2026, with every distribution reinvested, XLVI returned +17.9% against +24.6% for Health care sector (XLV), so a holder was behind it by 6.7 points.
- How often does XLVI pay, and how much?
- XLVI pays monthly. The latest distribution annualizes to 13.1% at its price on Sep 18, 2026, which is not a promise; the next one can differ.
- What does XLVI cost?
- The prospectus expense ratio is 0.35% a year.
The words on this page
- Total return
- What a holder actually ended up with: price change plus every distribution, reinvested. The only figure that answers whether you came out ahead.
- Cash paid
- Distributions over the window as a share of what the fund cost at the start. A measure of cash delivered, not of return: a fund can pay a great deal and still lose money.
- Ahead or behind
- The fund’s total return minus the benchmark’s over exactly the same days, in percentage points. Both sides reinvest.
- Return of capital
- The issuer’s own estimate, in a Rule 19a-1 notice, of how much of a distribution was your own money returned. An estimate and a tax characterization, not a measure of erosion.
- Covered call
- Selling call options on shares the fund holds. It collects a premium and gives up the gains above the strike, which is why these funds pay well and lag a rising market.
Every term used here, defined in full on the income ETFs vocabulary page.
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Compare XLVI
Also against FINY, GPTY, HAKY, MDST, MLPD, NDIV, NUKX, SEMY, SOXY, TDVI, TECY, TYLG, USOY, WEEI, WEPN, XLBI, XLCI, XLEI, XLFI, XLII, XLKI, XLSI, XLUI, XLYI, YRAM.
Funds near this one
Where XLVI is written about
Use this data, or open the live card
Open XLVI live on ETFIQ, where the figures refresh with the data.
Cite this page. ETFIQ, XLVI, income ETFs, data as of Sep 18, 2026. https://etfiq.com/funds/xlvi Free to use with attribution; the underlying files are at Open data.