EGP vs. XLE
Compare and contrast key facts about EastGroup Properties, Inc. (EGP) and State Street Energy Select Sector SPDR ETF (XLE).
XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998.
Performance
EGP vs. XLE - Performance Comparison
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EGP vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EGP EastGroup Properties, Inc. | 4.79% | 14.85% | -9.81% | 27.69% | -33.07% | 68.44% | 6.76% | 48.23% | 6.95% | 23.34% |
XLE State Street Energy Select Sector SPDR ETF | 37.91% | 7.88% | 5.56% | -0.63% | 64.32% | 53.28% | -32.67% | 11.74% | -18.22% | -0.89% |
Returns By Period
In the year-to-date period, EGP achieves a 4.79% return, which is significantly lower than XLE's 37.91% return. Over the past 10 years, EGP has outperformed XLE with an annualized return of 15.14%, while XLE has yielded a comparatively lower 11.65% annualized return.
EGP
- 1D
- 1.73%
- 1M
- -4.91%
- YTD
- 4.79%
- 6M
- 11.23%
- 1Y
- 8.78%
- 3Y*
- 7.19%
- 5Y*
- 7.74%
- 10Y*
- 15.14%
XLE
- 1D
- -1.13%
- 1M
- 10.27%
- YTD
- 37.91%
- 6M
- 39.21%
- 1Y
- 35.32%
- 3Y*
- 17.71%
- 5Y*
- 23.99%
- 10Y*
- 11.65%
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Return for Risk
EGP vs. XLE — Risk / Return Rank
EGP
XLE
EGP vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EastGroup Properties, Inc. (EGP) and State Street Energy Select Sector SPDR ETF (XLE). 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.
| EGP | XLE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.42 | -1.03 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.84 | -1.13 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.28 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.96 | -1.42 |
Martin ratioReturn relative to average drawdown | 2.03 | 5.16 | -3.13 |
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
| EGP | XLE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.42 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.93 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.40 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.32 | +0.24 |
Correlation
The correlation between EGP and XLE is 0.30, 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
EGP vs. XLE - Dividend Comparison
EGP's dividend yield for the trailing twelve months is around 3.27%, more than XLE's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGP EastGroup Properties, Inc. | 3.27% | 3.31% | 3.33% | 2.75% | 3.17% | 1.57% | 2.23% | 2.22% | 2.97% | 2.85% | 3.30% | 4.21% |
XLE State Street Energy Select Sector SPDR ETF | 2.44% | 3.28% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 6.72% | 3.54% | 3.03% | 2.26% | 3.39% |
Drawdowns
EGP vs. XLE - Drawdown Comparison
The maximum EGP drawdown since its inception was -59.55%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for EGP and XLE.
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Drawdown Indicators
| EGP | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.55% | -71.26% | +11.71% |
Max Drawdown (1Y)Largest decline over 1 year | -17.50% | -18.79% | +1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -38.08% | -26.04% | -12.04% |
Max Drawdown (10Y)Largest decline over 10 years | -38.10% | -66.81% | +28.71% |
Current DrawdownCurrent decline from peak | -7.23% | -2.08% | -5.15% |
Average DrawdownAverage peak-to-trough decline | -9.56% | -18.05% | +8.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 7.14% | -2.48% |
Volatility
EGP vs. XLE - Volatility Comparison
The current volatility for EastGroup Properties, Inc. (EGP) is 4.73%, while State Street Energy Select Sector SPDR ETF (XLE) has a volatility of 5.05%. This indicates that EGP experiences smaller price fluctuations and is considered to be less risky than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EGP | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 5.05% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 13.94% | -1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.10% | 24.93% | -2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.44% | 26.06% | -2.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.32% | 29.48% | -3.16% |