AXP vs. XLF
Compare and contrast key facts about American Express Company (AXP) and Financial Select Sector SPDR Fund (XLF).
XLF is a passively managed fund by State Street that tracks the performance of the Financial 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: AXP or XLF.
Key characteristics
| AXP | XLF | |
|---|---|---|
| YTD Return | 40.67% | 19.29% |
| 1Y Return | 61.59% | 29.33% |
| 3Y Return (Ann) | 18.72% | 7.91% |
| 5Y Return (Ann) | 18.70% | 11.57% |
| 10Y Return (Ann) | 12.91% | 13.45% |
| Sharpe Ratio | 2.73 | 2.35 |
| Daily Std Dev | 23.35% | 13.00% |
| Max Drawdown | -83.91% | -82.43% |
| Current Drawdown | 0.00% | -2.69% |
Correlation
The correlation between AXP and XLF is 0.77, 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
AXP vs. XLF - Performance Comparison
In the year-to-date period, AXP achieves a 40.67% return, which is significantly higher than XLF's 19.29% return. Both investments have delivered pretty close results over the past 10 years, with AXP having a 12.91% annualized return and XLF not far ahead at 13.45%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AXP vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) and Financial Select Sector SPDR Fund (XLF). 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
AXP vs. XLF - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.00%, less than XLF's 1.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.00% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% | 0.95% |
XLF Financial Select Sector SPDR Fund | 1.47% | 1.71% | 2.04% | 1.63% | 2.03% | 1.87% | 2.08% | 1.48% | 1.63% | 2.40% | 1.98% | 1.81% |
Drawdowns
AXP vs. XLF - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, roughly equal to the maximum XLF drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for AXP and XLF. For additional features, visit the drawdowns tool.
Volatility
AXP vs. XLF - Volatility Comparison
American Express Company (AXP) has a higher volatility of 7.63% compared to Financial Select Sector SPDR Fund (XLF) at 3.47%. This indicates that AXP's price experiences larger fluctuations and is considered to be riskier than XLF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.