CPB vs. XLU
Compare and contrast key facts about Campbell Soup Company (CPB) 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.
Performance
CPB vs. XLU - Performance Comparison
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CPB vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPB Campbell Soup Company | -18.89% | -30.47% | 0.09% | -21.45% | 34.84% | -7.19% | 0.72% | 55.19% | -29.12% | -18.30% |
XLU Utilities Select Sector SPDR Fund | 8.25% | 16.03% | 23.31% | -7.18% | 1.44% | 17.70% | 0.51% | 25.93% | 3.94% | 12.05% |
Returns By Period
In the year-to-date period, CPB achieves a -18.89% return, which is significantly lower than XLU's 8.25% return. Over the past 10 years, CPB has underperformed XLU with an annualized return of -7.20%, while XLU has yielded a comparatively higher 9.74% annualized return.
CPB
- 1D
- 0.41%
- 1M
- -17.37%
- YTD
- -18.89%
- 6M
- -27.53%
- 1Y
- -41.38%
- 3Y*
- -23.11%
- 5Y*
- -11.83%
- 10Y*
- -7.20%
XLU
- 1D
- -0.07%
- 1M
- -3.18%
- YTD
- 8.25%
- 6M
- 6.77%
- 1Y
- 19.71%
- 3Y*
- 14.12%
- 5Y*
- 10.80%
- 10Y*
- 9.74%
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Return for Risk
CPB vs. XLU — Risk / Return Rank
CPB
XLU
CPB vs. XLU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Campbell Soup Company (CPB) 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.
| CPB | XLU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.41 | 1.25 | -2.67 |
Sortino ratioReturn per unit of downside risk | -2.19 | 1.71 | -3.90 |
Omega ratioGain probability vs. loss probability | 0.75 | 1.23 | -0.48 |
Calmar ratioReturn relative to maximum drawdown | -0.90 | 2.29 | -3.19 |
Martin ratioReturn relative to average drawdown | -1.78 | 5.51 | -7.30 |
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
| CPB | XLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.41 | 1.25 | -2.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.50 | 0.63 | -1.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.28 | 0.51 | -0.79 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.41 | -0.15 |
Correlation
The correlation between CPB and XLU is 0.38, 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
CPB vs. XLU - Dividend Comparison
CPB's dividend yield for the trailing twelve months is around 7.00%, more than XLU's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPB Campbell Soup Company | 7.00% | 5.60% | 3.53% | 3.42% | 2.61% | 3.41% | 2.90% | 2.83% | 4.24% | 2.91% | 2.13% | 2.37% |
XLU Utilities Select Sector SPDR Fund | 2.59% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Drawdowns
CPB vs. XLU - Drawdown Comparison
The maximum CPB drawdown since its inception was -64.65%, which is greater than XLU's maximum drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for CPB and XLU.
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Drawdown Indicators
| CPB | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.65% | -51.98% | -12.67% |
Max Drawdown (1Y)Largest decline over 1 year | -45.63% | -9.18% | -36.45% |
Max Drawdown (5Y)Largest decline over 5 years | -59.15% | -25.26% | -33.89% |
Max Drawdown (10Y)Largest decline over 10 years | -59.15% | -36.07% | -23.08% |
Current DrawdownCurrent decline from peak | -56.28% | -3.18% | -53.10% |
Average DrawdownAverage peak-to-trough decline | -22.01% | -10.26% | -11.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.04% | 3.82% | +19.22% |
Volatility
CPB vs. XLU - Volatility Comparison
Campbell Soup Company (CPB) has a higher volatility of 12.18% compared to Utilities Select Sector SPDR Fund (XLU) at 5.09%. This indicates that CPB'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.
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Volatility by Period
| CPB | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.18% | 5.09% | +7.09% |
Volatility (6M)Calculated over the trailing 6-month period | 21.89% | 10.35% | +11.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.40% | 15.82% | +13.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.88% | 17.18% | +6.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.51% | 19.21% | +6.30% |