EGP vs. XLE
Compare and contrast key facts about EastGroup Properties, Inc. (EGP) and Energy Select Sector SPDR Fund (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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EGP or XLE.
Correlation
The correlation between EGP and XLE is 0.57, 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
EGP vs. XLE - Performance Comparison
Key characteristics
EGP:
0.06
XLE:
-0.46
EGP:
0.25
XLE:
-0.45
EGP:
1.03
XLE:
0.93
EGP:
0.05
XLE:
-0.57
EGP:
0.19
XLE:
-1.52
EGP:
7.87%
XLE:
7.53%
EGP:
22.98%
XLE:
25.08%
EGP:
-59.56%
XLE:
-71.54%
EGP:
-21.10%
XLE:
-13.92%
Returns By Period
In the year-to-date period, EGP achieves a 2.36% return, which is significantly higher than XLE's -3.07% return. Over the past 10 years, EGP has outperformed XLE with an annualized return of 14.08%, while XLE has yielded a comparatively lower 4.04% annualized return.
EGP
2.36%
-7.64%
-6.13%
8.01%
12.32%
14.08%
XLE
-3.07%
-12.15%
-6.73%
-11.93%
24.00%
4.04%
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Risk-Adjusted Performance
EGP vs. XLE — Risk-Adjusted Performance Rank
EGP
XLE
EGP vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EastGroup Properties, Inc. (EGP) and Energy Select Sector SPDR Fund (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.
Dividends
EGP vs. XLE - Dividend Comparison
EGP's dividend yield for the trailing twelve months is around 3.36%, less than XLE's 3.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGP EastGroup Properties, Inc. | 3.36% | 3.33% | 2.75% | 3.17% | 1.57% | 2.23% | 2.22% | 2.97% | 2.85% | 3.30% | 5.23% | 3.51% |
XLE Energy Select Sector SPDR Fund | 3.47% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% |
Drawdowns
EGP vs. XLE - Drawdown Comparison
The maximum EGP drawdown since its inception was -59.56%, smaller than the maximum XLE drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for EGP and XLE. For additional features, visit the drawdowns tool.
Volatility
EGP vs. XLE - Volatility Comparison
The current volatility for EastGroup Properties, Inc. (EGP) is 13.43%, while Energy Select Sector SPDR Fund (XLE) has a volatility of 17.44%. 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.