EVRG vs. XLU
Compare and contrast key facts about Evergy, Inc. (EVRG) and Utilities Select Sector SPDR Fund (XLU).
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: EVRG or XLU.
Correlation
The correlation between EVRG and XLU 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.
Performance
EVRG vs. XLU - Performance Comparison
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Key characteristics
EVRG:
1.42
XLU:
0.88
EVRG:
1.86
XLU:
1.42
EVRG:
1.25
XLU:
1.19
EVRG:
1.13
XLU:
1.63
EVRG:
7.24
XLU:
4.14
EVRG:
3.19%
XLU:
4.13%
EVRG:
16.49%
XLU:
17.28%
EVRG:
-38.79%
XLU:
-52.27%
EVRG:
-5.66%
XLU:
-0.83%
Returns By Period
The year-to-date returns for both stocks are quite close, with EVRG having a 7.84% return and XLU slightly lower at 7.76%.
EVRG
7.84%
-3.20%
6.80%
23.30%
7.27%
N/A
XLU
7.76%
4.26%
5.33%
15.08%
11.60%
9.72%
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Risk-Adjusted Performance
EVRG vs. XLU — Risk-Adjusted Performance Rank
EVRG
XLU
EVRG vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Evergy, Inc. (EVRG) 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.
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Dividends
EVRG vs. XLU - Dividend Comparison
EVRG's dividend yield for the trailing twelve months is around 3.99%, more than XLU's 2.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 3.99% | 4.22% | 4.75% | 3.71% | 3.17% | 3.69% | 2.97% | 1.65% | 0.00% | 0.00% | 0.00% | 0.00% |
XLU Utilities Select Sector SPDR Fund | 2.81% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
EVRG vs. XLU - Drawdown Comparison
The maximum EVRG drawdown since its inception was -38.79%, smaller than the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for EVRG and XLU. For additional features, visit the drawdowns tool.
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Volatility
EVRG vs. XLU - Volatility Comparison
Evergy, Inc. (EVRG) has a higher volatility of 7.19% compared to Utilities Select Sector SPDR Fund (XLU) at 4.97%. This indicates that EVRG's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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