ECLN vs. XLU
Compare and contrast key facts about First Trust EIP Carbon Impact ETF (ECLN) and Utilities Select Sector SPDR Fund (XLU).
ECLN and XLU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ECLN is an actively managed fund by First Trust. It was launched on Aug 19, 2019. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ECLN or XLU.
Correlation
The correlation between ECLN and XLU is 0.46, 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
ECLN vs. XLU - Performance Comparison
Key characteristics
ECLN:
1.94
XLU:
1.24
ECLN:
2.50
XLU:
1.72
ECLN:
1.37
XLU:
1.23
ECLN:
3.28
XLU:
2.05
ECLN:
9.77
XLU:
5.26
ECLN:
2.85%
XLU:
4.09%
ECLN:
14.40%
XLU:
17.31%
ECLN:
-32.28%
XLU:
-52.27%
ECLN:
-1.74%
XLU:
-4.24%
Returns By Period
In the year-to-date period, ECLN achieves a 6.16% return, which is significantly higher than XLU's 4.06% return.
ECLN
6.16%
0.77%
5.97%
27.10%
11.88%
N/A
XLU
4.06%
1.01%
-1.20%
20.44%
9.44%
9.23%
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ECLN vs. XLU - Expense Ratio Comparison
ECLN has a 0.97% expense ratio, which is higher than XLU's 0.13% expense ratio.
Risk-Adjusted Performance
ECLN vs. XLU — Risk-Adjusted Performance Rank
ECLN
XLU
ECLN vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust EIP Carbon Impact ETF (ECLN) 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.
Dividends
ECLN vs. XLU - Dividend Comparison
ECLN's dividend yield for the trailing twelve months is around 2.56%, less than XLU's 2.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECLN First Trust EIP Carbon Impact ETF | 2.56% | 2.52% | 2.54% | 1.84% | 1.66% | 1.68% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLU Utilities Select Sector SPDR Fund | 2.91% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
ECLN vs. XLU - Drawdown Comparison
The maximum ECLN drawdown since its inception was -32.28%, smaller than the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for ECLN and XLU. For additional features, visit the drawdowns tool.
Volatility
ECLN vs. XLU - Volatility Comparison
First Trust EIP Carbon Impact ETF (ECLN) and Utilities Select Sector SPDR Fund (XLU) have volatilities of 8.33% and 8.75%, 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.