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.
Key characteristics
| EVRG | XLU | |
|---|---|---|
| YTD Return | 2.33% | 6.81% |
| 1Y Return | -11.03% | 0.61% |
| 3Y Return (Ann) | -2.46% | 3.38% |
| 5Y Return (Ann) | 2.06% | 6.27% |
| 10Y Return (Ann) | 7.89% | 8.21% |
| Sharpe Ratio | -0.58 | 0.03 |
| Daily Std Dev | 19.92% | 17.06% |
| Max Drawdown | -72.93% | -52.27% |
| Current Drawdown | -20.99% | -9.17% |
Correlation
The correlation between EVRG and XLU is 0.66, 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
EVRG vs. XLU - Performance Comparison
In the year-to-date period, EVRG achieves a 2.33% return, which is significantly lower than XLU's 6.81% return. Both investments have delivered pretty close results over the past 10 years, with EVRG having a 7.89% annualized return and XLU not far ahead at 8.21%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
EVRG vs. XLU - Dividend Comparison
EVRG's dividend yield for the trailing twelve months is around 4.76%, more than XLU's 3.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVRG Evergy, Inc. | 4.76% | 4.75% | 3.70% | 3.17% | 3.69% | 2.97% | 3.06% | 3.03% | 2.70% | 3.40% | 3.39% | 4.23% |
XLU Utilities Select Sector SPDR Fund | 3.24% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% | 3.19% | 3.86% |
Drawdowns
EVRG vs. XLU - Drawdown Comparison
The maximum EVRG drawdown since its inception was -72.93%, which is greater than XLU's maximum 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.
Volatility
EVRG vs. XLU - Volatility Comparison
Evergy, Inc. (EVRG) has a higher volatility of 5.57% compared to Utilities Select Sector SPDR Fund (XLU) at 4.45%. 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.