CB vs. XLF
Compare and contrast key facts about Chubb Limited (CB) 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: CB or XLF.
Correlation
The correlation between CB and XLF is 0.59, 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
CB vs. XLF - Performance Comparison
Key characteristics
CB:
1.09
XLF:
2.53
CB:
1.58
XLF:
3.56
CB:
1.21
XLF:
1.46
CB:
1.37
XLF:
4.96
CB:
4.28
XLF:
14.70
CB:
4.59%
XLF:
2.51%
CB:
17.97%
XLF:
14.59%
CB:
-64.24%
XLF:
-82.43%
CB:
-10.44%
XLF:
-1.74%
Returns By Period
In the year-to-date period, CB achieves a -2.47% return, which is significantly lower than XLF's 3.93% return. Over the past 10 years, CB has underperformed XLF with an annualized return of 11.53%, while XLF has yielded a comparatively higher 14.83% annualized return.
CB
-2.47%
-1.35%
4.37%
15.07%
13.94%
11.53%
XLF
3.93%
5.91%
18.15%
36.67%
12.33%
14.83%
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Risk-Adjusted Performance
CB vs. XLF — Risk-Adjusted Performance Rank
CB
XLF
CB vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Chubb Limited (CB) 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
CB vs. XLF - Dividend Comparison
CB's dividend yield for the trailing twelve months is around 1.33%, less than XLF's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CB Chubb Limited | 1.33% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 2.28% | 3.34% |
XLF Financial Select Sector SPDR Fund | 1.37% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% |
Drawdowns
CB vs. XLF - Drawdown Comparison
The maximum CB drawdown since its inception was -64.24%, smaller than the maximum XLF drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for CB and XLF. For additional features, visit the drawdowns tool.
Volatility
CB vs. XLF - Volatility Comparison
Chubb Limited (CB) and Financial Select Sector SPDR Fund (XLF) have volatilities of 6.01% and 5.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.