AMP vs. XLI
Compare and contrast key facts about Ameriprise Financial, Inc. (AMP) and Industrial Select Sector SPDR Fund (XLI).
XLI is a passively managed fund by State Street that tracks the performance of the Industrial 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: AMP or XLI.
Correlation
The correlation between AMP and XLI is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AMP vs. XLI - Performance Comparison
Key characteristics
AMP:
1.81
XLI:
1.65
AMP:
2.55
XLI:
2.43
AMP:
1.34
XLI:
1.29
AMP:
3.35
XLI:
2.75
AMP:
10.71
XLI:
7.99
AMP:
3.73%
XLI:
2.87%
AMP:
22.05%
XLI:
13.88%
AMP:
-81.14%
XLI:
-62.26%
AMP:
-5.52%
XLI:
-3.43%
Returns By Period
In the year-to-date period, AMP achieves a 2.05% return, which is significantly lower than XLI's 5.00% return. Over the past 10 years, AMP has outperformed XLI with an annualized return of 17.73%, while XLI has yielded a comparatively lower 11.48% annualized return.
AMP
2.05%
1.40%
35.85%
40.98%
28.11%
17.73%
XLI
5.00%
4.24%
13.66%
21.48%
12.77%
11.48%
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Risk-Adjusted Performance
AMP vs. XLI — Risk-Adjusted Performance Rank
AMP
XLI
AMP vs. XLI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and Industrial Select Sector SPDR Fund (XLI). 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.
Dividends
AMP vs. XLI - Dividend Comparison
AMP's dividend yield for the trailing twelve months is around 1.07%, less than XLI's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.07% | 1.09% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% | 1.71% |
XLI Industrial Select Sector SPDR Fund | 1.37% | 1.44% | 1.63% | 1.64% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% | 1.85% |
Drawdowns
AMP vs. XLI - Drawdown Comparison
The maximum AMP drawdown since its inception was -81.14%, which is greater than XLI's maximum drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for AMP and XLI. For additional features, visit the drawdowns tool.
Volatility
AMP vs. XLI - Volatility Comparison
Ameriprise Financial, Inc. (AMP) has a higher volatility of 7.83% compared to Industrial Select Sector SPDR Fund (XLI) at 4.12%. This indicates that AMP's price experiences larger fluctuations and is considered to be riskier than XLI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.