BR vs. XLB

In the year-to-date period, BR achieves a -0.07% return, which is significantly higher than XLB's -7.00% return. Over the past 10 years, BR has outperformed XLB with an annualized return of 17.33%, while XLB has yielded a comparatively lower 6.84% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Broadridge Financial Solutions, Inc. (BR) and Materials Select Sector SPDR ETF (XLB). 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.

The current BR Sharpe Ratio is 0.74, which is higher than the XLB Sharpe Ratio of -0.90. The chart below compares the historical Sharpe Ratios of BR and XLB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BR's dividend yield for the trailing twelve months is around 1.53%, less than XLB's 2.18% yield.

The maximum BR drawdown since its inception was -59.02%, roughly equal to the maximum XLB drawdown of -59.83%. Use the drawdown chart below to compare losses from any high point for BR and XLB. For additional features, visit the drawdowns tool.

Broadridge Financial Solutions, Inc. (BR) has a higher volatility of 9.40% compared to Materials Select Sector SPDR ETF (XLB) at 8.84%. This indicates that BR's price experiences larger fluctuations and is considered to be riskier than XLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.