CSL vs. XLU
Compare and contrast key facts about Carlisle Companies Incorporated (CSL) 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
CSL vs. XLU - Performance Comparison
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CSL vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSL Carlisle Companies Incorporated | 5.02% | -12.26% | 19.14% | 34.26% | -4.08% | 60.64% | -1.96% | 63.10% | -10.31% | 4.51% |
XLU Utilities Select Sector SPDR Fund | 8.77% | 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, CSL achieves a 5.02% return, which is significantly lower than XLU's 8.77% return. Over the past 10 years, CSL has outperformed XLU with an annualized return of 14.28%, while XLU has yielded a comparatively lower 9.79% annualized return.
CSL
- 1D
- 0.42%
- 1M
- -14.91%
- YTD
- 5.02%
- 6M
- 1.68%
- 1Y
- -1.24%
- 3Y*
- 15.28%
- 5Y*
- 16.17%
- 10Y*
- 14.28%
XLU
- 1D
- 0.48%
- 1M
- -1.98%
- YTD
- 8.77%
- 6M
- 6.26%
- 1Y
- 19.98%
- 3Y*
- 14.30%
- 5Y*
- 10.90%
- 10Y*
- 9.79%
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Return for Risk
CSL vs. XLU — Risk / Return Rank
CSL
XLU
CSL vs. XLU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carlisle Companies Incorporated (CSL) 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.
| CSL | XLU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 1.27 | -1.31 |
Sortino ratioReturn per unit of downside risk | 0.21 | 1.73 | -1.52 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.23 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 2.21 | -2.22 |
Martin ratioReturn relative to average drawdown | -0.03 | 5.31 | -5.34 |
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
| CSL | XLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 1.27 | -1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.64 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.51 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.41 | +0.11 |
Correlation
The correlation between CSL and XLU is 0.33, 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
CSL vs. XLU - Dividend Comparison
CSL's dividend yield for the trailing twelve months is around 1.28%, less than XLU's 2.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSL Carlisle Companies Incorporated | 1.28% | 1.31% | 1.00% | 1.02% | 1.09% | 0.86% | 1.31% | 1.11% | 1.53% | 1.27% | 1.18% | 1.24% |
XLU Utilities Select Sector SPDR Fund | 2.58% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Drawdowns
CSL vs. XLU - Drawdown Comparison
The maximum CSL drawdown since its inception was -64.56%, which is greater than XLU's maximum drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for CSL and XLU.
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Drawdown Indicators
| CSL | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.56% | -51.98% | -12.58% |
Max Drawdown (1Y)Largest decline over 1 year | -31.67% | -9.18% | -22.49% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -25.26% | -12.46% |
Max Drawdown (10Y)Largest decline over 10 years | -38.68% | -36.07% | -2.61% |
Current DrawdownCurrent decline from peak | -29.18% | -2.72% | -26.46% |
Average DrawdownAverage peak-to-trough decline | -12.25% | -10.26% | -1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.03% | 3.82% | +13.21% |
Volatility
CSL vs. XLU - Volatility Comparison
Carlisle Companies Incorporated (CSL) has a higher volatility of 9.63% compared to Utilities Select Sector SPDR Fund (XLU) at 5.09%. This indicates that CSL'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
| CSL | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.63% | 5.09% | +4.54% |
Volatility (6M)Calculated over the trailing 6-month period | 22.70% | 10.36% | +12.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.26% | 15.79% | +20.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.35% | 17.18% | +13.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.37% | 19.21% | +10.16% |