BAP vs. XLU
Compare and contrast key facts about Credicorp Ltd. (BAP) 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAP or XLU.
Correlation
The correlation between BAP and XLU is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BAP vs. XLU - Performance Comparison
Key characteristics
BAP:
0.78
XLU:
0.93
BAP:
1.43
XLU:
1.55
BAP:
1.18
XLU:
1.20
BAP:
0.89
XLU:
1.80
BAP:
4.15
XLU:
4.59
BAP:
5.69%
XLU:
4.12%
BAP:
24.85%
XLU:
17.20%
BAP:
-73.42%
XLU:
-52.27%
BAP:
-1.85%
XLU:
-1.75%
Returns By Period
In the year-to-date period, BAP achieves a 12.03% return, which is significantly higher than XLU's 6.76% return. Over the past 10 years, BAP has underperformed XLU with an annualized return of 5.64%, while XLU has yielded a comparatively higher 9.82% annualized return.
BAP
12.03%
15.36%
11.01%
19.25%
8.81%
5.64%
XLU
6.76%
5.62%
2.90%
15.91%
10.84%
9.82%
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Risk-Adjusted Performance
BAP vs. XLU — Risk-Adjusted Performance Rank
BAP
XLU
BAP vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Credicorp Ltd. (BAP) 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.
Dividends
BAP vs. XLU - Dividend Comparison
BAP's dividend yield for the trailing twelve months is around 1.87%, less than XLU's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAP Credicorp Ltd. | 1.87% | 2.10% | 0.45% | 0.29% | 4.10% | 5.37% | 3.94% | 0.20% | 4.32% | 1.47% | 2.25% | 1.19% |
XLU Utilities Select Sector SPDR Fund | 2.84% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% | 3.19% |
Drawdowns
BAP vs. XLU - Drawdown Comparison
The maximum BAP drawdown since its inception was -73.42%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for BAP and XLU. For additional features, visit the drawdowns tool.
Volatility
BAP vs. XLU - Volatility Comparison
Credicorp Ltd. (BAP) has a higher volatility of 7.60% compared to Utilities Select Sector SPDR Fund (XLU) at 4.93%. This indicates that BAP'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.