Correlation
The correlation between ALLW and XLU is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
ALLW vs. XLU
Compare and contrast key facts about SPDR Bridgewater All Weather ETF (ALLW) and Utilities Select Sector SPDR Fund (XLU).
ALLW and XLU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ALLW is an actively managed fund by SPDR. It was launched on Mar 5, 2025. XLU is a passively managed fund by State Street that tracks the performance of the Utilities Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALLW or XLU.
Performance
ALLW vs. XLU - Performance Comparison
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Key characteristics
ALLW:
19.22%
XLU:
17.39%
ALLW:
-8.78%
XLU:
-52.27%
ALLW:
-0.43%
XLU:
-2.03%
Returns By Period
ALLW
N/A
0.28%
N/A
N/A
N/A
N/A
N/A
XLU
7.89%
2.26%
-0.67%
18.52%
5.73%
9.70%
9.69%
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ALLW vs. XLU - Expense Ratio Comparison
ALLW has a 0.85% expense ratio, which is higher than XLU's 0.13% expense ratio.
Risk-Adjusted Performance
ALLW vs. XLU — Risk-Adjusted Performance Rank
ALLW
XLU
ALLW vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Bridgewater All Weather ETF (ALLW) and Utilities Select Sector SPDR Fund (XLU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
ALLW vs. XLU - Dividend Comparison
ALLW has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 2.81%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALLW SPDR Bridgewater All Weather ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLU Utilities Select Sector SPDR Fund | 2.81% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% | 3.19% |
Drawdowns
ALLW vs. XLU - Drawdown Comparison
The maximum ALLW drawdown since its inception was -8.78%, smaller than the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for ALLW and XLU.
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Volatility
ALLW vs. XLU - Volatility Comparison
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