AME vs. XLU

Last updated Apr 1, 2026

Compare and contrast key facts about AMETEK, Inc. (AME) and Utilities Select Sector SPDR Fund (XLU).

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.

Performance

AME vs. XLU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AMETEK, Inc. (AME) and Utilities Select Sector SPDR Fund (XLU). The values are adjusted to include any dividend payments, if applicable.

AME vs. XLU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AME AMETEK, Inc.	4.57%	14.66%	10.01%	18.81%	-4.33%	22.32%	22.19%	48.27%	-5.89%	49.98%
XLU Utilities Select Sector SPDR Fund	8.25%	16.03%	23.31%	-7.18%	1.44%	17.70%	0.51%	25.93%	3.94%	12.05%

Returns By Period

In the year-to-date period, AME achieves a 4.57% return, which is significantly lower than XLU's 8.25% return. Over the past 10 years, AME has outperformed XLU with an annualized return of 16.42%, while XLU has yielded a comparatively lower 9.74% annualized return.

AME

• 1D: 2.87%
• 1M: -10.25%
• YTD: 4.57%
• 6M: 14.38%
• 1Y: 25.34%
• 3Y*: 14.57%
• 5Y*: 11.47%
• 10Y*: 16.42%

XLU

• 1D: -0.07%
• 1M: -3.18%
• YTD: 8.25%
• 6M: 6.77%
• 1Y: 19.71%
• 3Y*: 14.12%
• 5Y*: 10.80%
• 10Y*: 9.74%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AME vs. XLU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AME

AME Risk / Return Rank: 76
AME Sharpe Ratio Rank: 77
AME Sortino Ratio Rank: 73
AME Omega Ratio Rank: 70
AME Calmar Ratio Rank: 77
AME Martin Ratio Rank: 82

XLU

XLU Risk / Return Rank: 71
XLU Sharpe Ratio Rank: 74
XLU Sortino Ratio Rank: 71
XLU Omega Ratio Rank: 67
XLU Calmar Ratio Rank: 84
XLU Martin Ratio Rank: 61

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AME vs. XLU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AMETEK, Inc. (AME) 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.

	AME	XLU	Difference
Sharpe ratio Return per unit of total volatility	1.09	1.25	-0.16
Sortino ratio Return per unit of downside risk	1.70	1.71	-0.01
Omega ratio Gain probability vs. loss probability	1.21	1.23	-0.02
Calmar ratio Return relative to maximum drawdown	1.96	2.29	-0.33
Martin ratio Return relative to average drawdown	6.41	5.51	+0.90
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AME vs. XLU - Sharpe Ratio Comparison

The current AME Sharpe Ratio is 1.09, which is comparable to the XLU Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of AME and XLU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AME	XLU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.09	1.25	-0.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.54	0.63	-0.09
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.68	0.51	+0.17
Sharpe Ratio (All Time) Calculated using the full available price history	0.48	0.41	+0.07

Correlation

The correlation between AME and XLU is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

AME vs. XLU - Dividend Comparison

AME's dividend yield for the trailing twelve months is around 0.59%, less than XLU's 2.59% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AME AMETEK, Inc.	0.59%	0.60%	0.62%	0.61%	0.63%	0.54%	0.60%	0.56%	0.83%	0.50%	0.74%	0.67%
XLU Utilities Select Sector SPDR Fund	2.59%	2.71%	2.96%	3.39%	2.92%	2.79%	3.14%	2.95%	3.33%	3.33%	3.41%	3.67%

Drawdowns

AME vs. XLU - Drawdown Comparison

The maximum AME drawdown since its inception was -53.31%, roughly equal to the maximum XLU drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for AME and XLU.

Drawdown Indicators

	AME	XLU	Difference
Max Drawdown Largest peak-to-trough decline	-53.31%	-51.98%	-1.33%
Max Drawdown (1Y) Largest decline over 1 year	-13.57%	-9.18%	-4.39%
Max Drawdown (5Y) Largest decline over 5 years	-27.06%	-25.26%	-1.80%
Max Drawdown (10Y) Largest decline over 10 years	-42.72%	-36.07%	-6.65%
Current Drawdown Current decline from peak	-11.08%	-3.18%	-7.90%
Average Drawdown Average peak-to-trough decline	-11.94%	-10.26%	-1.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.15%	3.82%	+0.33%

Volatility

AME vs. XLU - Volatility Comparison

AMETEK, Inc. (AME) has a higher volatility of 7.85% compared to Utilities Select Sector SPDR Fund (XLU) at 5.09%. This indicates that AME's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AME	XLU	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.85%	5.09%	+2.76%
Volatility (6M) Calculated over the trailing 6-month period	16.04%	10.35%	+5.69%
Volatility (1Y) Calculated over the trailing 1-year period	23.36%	15.82%	+7.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.31%	17.18%	+4.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.38%	19.21%	+5.17%