APD vs. XLU
Compare and contrast key facts about Air Products and Chemicals, Inc. (APD) 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
APD vs. XLU - Performance Comparison
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APD vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APD Air Products and Chemicals, Inc. | 18.76% | -12.66% | 8.09% | -8.95% | 3.91% | 13.75% | 18.82% | 50.02% | 0.26% | 17.04% |
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, APD achieves a 18.76% return, which is significantly higher than XLU's 8.77% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: APD at 9.79% and XLU at 9.79%.
APD
- 1D
- 0.26%
- 1M
- 5.36%
- YTD
- 18.76%
- 6M
- 9.18%
- 1Y
- 1.28%
- 3Y*
- 2.87%
- 5Y*
- 2.85%
- 10Y*
- 9.79%
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
APD vs. XLU — Risk / Return Rank
APD
XLU
APD vs. XLU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Air Products and Chemicals, Inc. (APD) 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.
| APD | XLU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.05 | 1.27 | -1.23 |
Sortino ratioReturn per unit of downside risk | 0.27 | 1.73 | -1.46 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.23 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | 2.21 | -2.15 |
Martin ratioReturn relative to average drawdown | 0.15 | 5.31 | -5.16 |
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
| APD | XLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.05 | 1.27 | -1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.64 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.51 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.41 | +0.01 |
Correlation
The correlation between APD and XLU is 0.38, 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
APD vs. XLU - Dividend Comparison
APD's dividend yield for the trailing twelve months is around 2.48%, less than XLU's 2.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APD Air Products and Chemicals, Inc. | 2.48% | 2.89% | 1.83% | 2.56% | 2.10% | 1.97% | 1.96% | 1.97% | 2.75% | 2.32% | 2.39% | 2.49% |
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
APD vs. XLU - Drawdown Comparison
The maximum APD drawdown since its inception was -60.30%, which is greater than XLU's maximum drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for APD and XLU.
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Drawdown Indicators
| APD | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.30% | -51.98% | -8.32% |
Max Drawdown (1Y)Largest decline over 1 year | -22.39% | -9.18% | -13.21% |
Max Drawdown (5Y)Largest decline over 5 years | -31.77% | -25.26% | -6.51% |
Max Drawdown (10Y)Largest decline over 10 years | -31.77% | -36.07% | +4.30% |
Current DrawdownCurrent decline from peak | -11.55% | -2.72% | -8.83% |
Average DrawdownAverage peak-to-trough decline | -11.06% | -10.26% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.51% | 3.82% | +5.69% |
Volatility
APD vs. XLU - Volatility Comparison
Air Products and Chemicals, Inc. (APD) has a higher volatility of 6.57% compared to Utilities Select Sector SPDR Fund (XLU) at 5.09%. This indicates that APD'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
| APD | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 5.09% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 20.82% | 10.36% | +10.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.27% | 15.79% | +12.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.97% | 17.18% | +8.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.85% | 19.21% | +6.64% |