AMX vs. XLU
Compare and contrast key facts about América Móvil, S.A.B. de C.V. (AMX) 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
AMX vs. XLU - Performance Comparison
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AMX vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 23.51% | 48.56% | -20.36% | 4.60% | -9.82% | 48.68% | -6.62% | 15.01% | -15.29% | 39.13% |
XLU Utilities Select Sector SPDR Fund | 8.77% | 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, AMX achieves a 23.51% return, which is significantly higher than XLU's 8.77% return. Over the past 10 years, AMX has underperformed XLU with an annualized return of 7.84%, while XLU has yielded a comparatively higher 9.79% annualized return.
AMX
- 1D
- 0.20%
- 1M
- -1.43%
- YTD
- 23.51%
- 6M
- 24.82%
- 1Y
- 80.58%
- 3Y*
- 9.74%
- 5Y*
- 16.83%
- 10Y*
- 7.84%
XLU
- 1D
- 0.48%
- 1M
- -1.98%
- YTD
- 8.77%
- 6M
- 6.26%
- 1Y
- 19.98%
- 3Y*
- 14.30%
- 5Y*
- 10.90%
- 10Y*
- 9.79%
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Return for Risk
AMX vs. XLU — Risk / Return Rank
AMX
XLU
AMX vs. XLU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for América Móvil, S.A.B. de C.V. (AMX) 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.
| AMX | XLU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.93 | 1.27 | +1.66 |
Sortino ratioReturn per unit of downside risk | 3.93 | 1.73 | +2.21 |
Omega ratioGain probability vs. loss probability | 1.51 | 1.23 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 5.51 | 2.21 | +3.30 |
Martin ratioReturn relative to average drawdown | 15.21 | 5.31 | +9.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMX | XLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.93 | 1.27 | +1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.64 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.51 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.41 | -0.09 |
Correlation
The correlation between AMX and XLU is 0.30, 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
AMX vs. XLU - Dividend Comparison
AMX's dividend yield for the trailing twelve months is around 2.17%, less than XLU's 2.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 2.17% | 2.68% | 3.59% | 2.83% | 4.41% | 1.88% | 2.49% | 2.29% | 2.24% | 1.91% | 2.27% | 8.55% |
XLU Utilities Select Sector SPDR Fund | 2.58% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Drawdowns
AMX vs. XLU - Drawdown Comparison
The maximum AMX drawdown since its inception was -64.34%, which is greater than XLU's maximum drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for AMX and XLU.
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Drawdown Indicators
| AMX | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.34% | -51.98% | -12.36% |
Max Drawdown (1Y)Largest decline over 1 year | -15.36% | -9.18% | -6.18% |
Max Drawdown (5Y)Largest decline over 5 years | -38.08% | -25.26% | -12.82% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -36.07% | -8.38% |
Current DrawdownCurrent decline from peak | -1.88% | -2.72% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -24.26% | -10.26% | -14.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 3.82% | +1.74% |
Volatility
AMX vs. XLU - Volatility Comparison
América Móvil, S.A.B. de C.V. (AMX) has a higher volatility of 9.56% compared to Utilities Select Sector SPDR Fund (XLU) at 5.09%. This indicates that AMX'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.
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Volatility by Period
| AMX | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.56% | 5.09% | +4.47% |
Volatility (6M)Calculated over the trailing 6-month period | 20.46% | 10.36% | +10.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.68% | 15.79% | +11.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.66% | 17.18% | +8.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.26% | 19.21% | +10.05% |