EUFN vs. XLF
Compare and contrast key facts about iShares MSCI Europe Financials ETF (EUFN) and Financial Select Sector SPDR Fund (XLF).
EUFN and XLF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUFN is a passively managed fund by iShares that tracks the performance of the MSCI Europe Financials Index. It was launched on Jan 20, 2010. XLF is a passively managed fund by State Street that tracks the performance of the Financial Select Sector Index. It was launched on Dec 16, 1998. Both EUFN and XLF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EUFN or XLF.
Correlation
The correlation between EUFN and XLF is 0.68, 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
EUFN vs. XLF - Performance Comparison
Key characteristics
EUFN:
1.78
XLF:
0.92
EUFN:
2.38
XLF:
1.37
EUFN:
1.34
XLF:
1.20
EUFN:
2.41
XLF:
1.20
EUFN:
10.85
XLF:
4.72
EUFN:
3.54%
XLF:
3.94%
EUFN:
21.55%
XLF:
20.15%
EUFN:
-53.26%
XLF:
-82.43%
EUFN:
0.00%
XLF:
-7.66%
Returns By Period
In the year-to-date period, EUFN achieves a 27.73% return, which is significantly higher than XLF's -0.28% return. Over the past 10 years, EUFN has underperformed XLF with an annualized return of 6.61%, while XLF has yielded a comparatively higher 13.87% annualized return.
EUFN
27.73%
2.13%
26.52%
39.69%
24.02%
6.61%
XLF
-0.28%
-4.30%
3.80%
19.47%
18.65%
13.87%
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EUFN vs. XLF - Expense Ratio Comparison
EUFN has a 0.48% expense ratio, which is higher than XLF's 0.13% expense ratio.
Risk-Adjusted Performance
EUFN vs. XLF — Risk-Adjusted Performance Rank
EUFN
XLF
EUFN vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Financials ETF (EUFN) and Financial Select Sector SPDR Fund (XLF). 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
EUFN vs. XLF - Dividend Comparison
EUFN's dividend yield for the trailing twelve months is around 4.19%, more than XLF's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUFN iShares MSCI Europe Financials ETF | 4.19% | 5.36% | 5.00% | 4.23% | 4.15% | 1.38% | 4.55% | 6.48% | 3.04% | 4.03% | 3.65% | 3.35% |
XLF Financial Select Sector SPDR Fund | 1.48% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% |
Drawdowns
EUFN vs. XLF - Drawdown Comparison
The maximum EUFN drawdown since its inception was -53.26%, smaller than the maximum XLF drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for EUFN and XLF. For additional features, visit the drawdowns tool.
Volatility
EUFN vs. XLF - Volatility Comparison
iShares MSCI Europe Financials ETF (EUFN) and Financial Select Sector SPDR Fund (XLF) have volatilities of 14.14% and 13.51%, 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.