ATO vs. XLI
Compare and contrast key facts about Atmos Energy Corporation (ATO) 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.
Performance
ATO vs. XLI - Performance Comparison
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ATO vs. XLI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATO Atmos Energy Corporation | 11.27% | 23.07% | 23.35% | 6.17% | 9.63% | 12.75% | -12.73% | 23.14% | 10.39% | 18.41% |
XLI Industrial Select Sector SPDR Fund | 6.30% | 19.35% | 17.31% | 18.13% | -5.57% | 21.08% | 10.91% | 29.08% | -13.25% | 23.98% |
Returns By Period
In the year-to-date period, ATO achieves a 11.27% return, which is significantly higher than XLI's 6.30% return. Over the past 10 years, ATO has underperformed XLI with an annualized return of 12.17%, while XLI has yielded a comparatively higher 13.39% annualized return.
ATO
- 1D
- 0.42%
- 1M
- -0.84%
- YTD
- 11.27%
- 6M
- 10.75%
- 1Y
- 22.38%
- 3Y*
- 21.13%
- 5Y*
- 16.42%
- 10Y*
- 12.17%
XLI
- 1D
- 1.67%
- 1M
- -7.83%
- YTD
- 6.30%
- 6M
- 7.58%
- 1Y
- 26.43%
- 3Y*
- 19.34%
- 5Y*
- 12.43%
- 10Y*
- 13.39%
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Return for Risk
ATO vs. XLI — Risk / Return Rank
ATO
XLI
ATO vs. XLI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Atmos Energy Corporation (ATO) 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.
| ATO | XLI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.36 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.95 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.28 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.15 | 2.17 | +0.98 |
Martin ratioReturn relative to average drawdown | 6.35 | 8.46 | -2.11 |
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
| ATO | XLI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.36 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.72 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.68 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.44 | +0.09 |
Correlation
The correlation between ATO and XLI is 0.39, 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
ATO vs. XLI - Dividend Comparison
ATO's dividend yield for the trailing twelve months is around 2.02%, more than XLI's 1.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATO Atmos Energy Corporation | 2.02% | 2.15% | 2.36% | 2.61% | 2.48% | 2.44% | 2.46% | 1.92% | 2.14% | 2.14% | 2.31% | 2.52% |
XLI Industrial Select Sector SPDR Fund | 1.24% | 1.29% | 1.44% | 1.63% | 1.63% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% |
Drawdowns
ATO vs. XLI - Drawdown Comparison
The maximum ATO drawdown since its inception was -51.94%, smaller than the maximum XLI drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for ATO and XLI.
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Drawdown Indicators
| ATO | XLI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.94% | -62.26% | +10.32% |
Max Drawdown (1Y)Largest decline over 1 year | -7.20% | -12.50% | +5.30% |
Max Drawdown (5Y)Largest decline over 5 years | -19.08% | -21.64% | +2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -32.91% | -42.33% | +9.42% |
Current DrawdownCurrent decline from peak | -1.64% | -7.83% | +6.19% |
Average DrawdownAverage peak-to-trough decline | -8.58% | -9.24% | +0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.21% | +0.36% |
Volatility
ATO vs. XLI - Volatility Comparison
The current volatility for Atmos Energy Corporation (ATO) is 3.82%, while Industrial Select Sector SPDR Fund (XLI) has a volatility of 6.58%. This indicates that ATO experiences smaller price fluctuations and is considered to be less risky than XLI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATO | XLI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 6.58% | -2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | 11.74% | -1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 19.50% | -3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.46% | 17.25% | +1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.21% | 19.88% | +1.33% |