Correlation
The correlation between EATZ and XLP is 0.51, 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.
EATZ vs. XLP
Compare and contrast key facts about AdvisorShares Restaurant ETF (EATZ) and Consumer Staples Select Sector SPDR Fund (XLP).
EATZ and XLP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EATZ is an actively managed fund by AdvisorShares. It was launched on Apr 20, 2021. XLP is a passively managed fund by State Street that tracks the performance of the Consumer Staples 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: EATZ or XLP.
Performance
EATZ vs. XLP - Performance Comparison
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Key characteristics
EATZ:
1.01
XLP:
0.87
EATZ:
1.57
XLP:
1.24
EATZ:
1.20
XLP:
1.16
EATZ:
1.24
XLP:
1.33
EATZ:
3.73
XLP:
3.52
EATZ:
6.29%
XLP:
3.15%
EATZ:
22.84%
XLP:
13.39%
EATZ:
-34.40%
XLP:
-35.89%
EATZ:
-3.80%
XLP:
-0.40%
Returns By Period
In the year-to-date period, EATZ achieves a 5.12% return, which is significantly lower than XLP's 5.93% return.
EATZ
5.12%
11.29%
-1.96%
22.59%
16.76%
N/A
N/A
XLP
5.93%
2.11%
0.82%
9.88%
6.42%
9.79%
8.30%
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EATZ vs. XLP - Expense Ratio Comparison
EATZ has a 0.79% expense ratio, which is higher than XLP's 0.13% expense ratio.
Risk-Adjusted Performance
EATZ vs. XLP — Risk-Adjusted Performance Rank
EATZ
XLP
EATZ vs. XLP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Restaurant ETF (EATZ) and Consumer Staples Select Sector SPDR Fund (XLP). 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.
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Dividends
EATZ vs. XLP - Dividend Comparison
EATZ's dividend yield for the trailing twelve months is around 0.17%, less than XLP's 2.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EATZ AdvisorShares Restaurant ETF | 0.17% | 0.18% | 0.49% | 2.35% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLP Consumer Staples Select Sector SPDR Fund | 2.46% | 2.77% | 2.63% | 2.47% | 2.28% | 2.50% | 2.57% | 3.04% | 2.62% | 2.53% | 2.53% | 2.40% |
Drawdowns
EATZ vs. XLP - Drawdown Comparison
The maximum EATZ drawdown since its inception was -34.40%, roughly equal to the maximum XLP drawdown of -35.89%. Use the drawdown chart below to compare losses from any high point for EATZ and XLP.
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Volatility
EATZ vs. XLP - Volatility Comparison
AdvisorShares Restaurant ETF (EATZ) has a higher volatility of 6.41% compared to Consumer Staples Select Sector SPDR Fund (XLP) at 3.70%. This indicates that EATZ's price experiences larger fluctuations and is considered to be riskier than XLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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