EVRG vs. XLU

Last updated Apr 2, 2026

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.

Performance

EVRG vs. XLU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Evergy, Inc. (EVRG) and Utilities Select Sector SPDR Fund (XLU). The values are adjusted to include any dividend payments, if applicable.

EVRG vs. XLU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
EVRG Evergy, Inc.	14.46%	22.44%	23.41%	-13.28%	-4.89%	27.99%	-11.67%	18.38%	6.83%
XLU Utilities Select Sector SPDR Fund	8.77%	16.03%	23.31%	-7.18%	1.44%	17.70%	0.51%	25.93%	9.08%

Returns By Period

In the year-to-date period, EVRG achieves a 14.46% return, which is significantly higher than XLU's 8.77% return.

EVRG

• 1D: 0.44%
• 1M: -1.23%
• YTD: 14.46%
• 6M: 9.85%
• 1Y: 23.73%
• 3Y*: 15.18%
• 5Y*: 10.86%
• 10Y*: —

XLU

• 1D: 0.48%
• 1M: -1.98%
• YTD: 8.77%
• 6M: 6.26%
• 1Y: 19.98%
• 3Y*: 14.30%
• 5Y*: 10.90%
• 10Y*: 9.79%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

EVRG vs. XLU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EVRG

EVRG Risk / Return Rank: 80
EVRG Sharpe Ratio Rank: 82
EVRG Sortino Ratio Rank: 75
EVRG Omega Ratio Rank: 74
EVRG Calmar Ratio Rank: 85
EVRG Martin Ratio Rank: 84

XLU

XLU Risk / Return Rank: 66
XLU Sharpe Ratio Rank: 70
XLU Sortino Ratio Rank: 66
XLU Omega Ratio Rank: 62
XLU Calmar Ratio Rank: 79
XLU Martin Ratio Rank: 52

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EVRG vs. XLU - Risk-Adjusted Trends 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.

	EVRG	XLU	Difference
Sharpe ratio Return per unit of total volatility	1.41	1.27	+0.14
Sortino ratio Return per unit of downside risk	1.90	1.73	+0.18
Omega ratio Gain probability vs. loss probability	1.25	1.23	+0.01
Calmar ratio Return relative to maximum drawdown	2.97	2.21	+0.77
Martin ratio Return relative to average drawdown	7.53	5.31	+2.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EVRG vs. XLU - Sharpe Ratio Comparison

The current EVRG Sharpe Ratio is 1.41, which is comparable to the XLU Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of EVRG and XLU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EVRG	XLU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.41	1.27	+0.14
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.58	0.64	-0.06
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.51	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.41	-0.02

Correlation

The correlation between EVRG and XLU is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

EVRG vs. XLU - Dividend Comparison

EVRG's dividend yield for the trailing twelve months is around 3.31%, more than XLU's 2.58% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EVRG Evergy, Inc.	3.31%	3.72%	4.22%	4.75%	3.70%	3.17%	3.69%	2.97%	1.65%	0.00%	0.00%	0.00%
XLU Utilities Select Sector SPDR Fund	2.58%	2.71%	2.96%	3.39%	2.92%	2.79%	3.14%	2.95%	3.33%	3.33%	3.41%	3.67%

Drawdowns

EVRG vs. XLU - Drawdown Comparison

The maximum EVRG drawdown since its inception was -38.79%, smaller than the maximum XLU drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for EVRG and XLU.

Drawdown Indicators

	EVRG	XLU	Difference
Max Drawdown Largest peak-to-trough decline	-38.79%	-51.98%	+13.19%
Max Drawdown (1Y) Largest decline over 1 year	-8.01%	-9.18%	+1.17%
Max Drawdown (5Y) Largest decline over 5 years	-29.84%	-25.26%	-4.58%
Max Drawdown (10Y) Largest decline over 10 years	—	-36.07%	—
Current Drawdown Current decline from peak	-1.70%	-2.72%	+1.02%
Average Drawdown Average peak-to-trough decline	-10.09%	-10.26%	+0.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.17%	3.82%	-0.65%

Volatility

EVRG vs. XLU - Volatility Comparison

The current volatility for Evergy, Inc. (EVRG) is 4.81%, while Utilities Select Sector SPDR Fund (XLU) has a volatility of 5.09%. This indicates that EVRG experiences smaller price fluctuations and is considered to be less risky than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EVRG	XLU	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.81%	5.09%	-0.28%
Volatility (6M) Calculated over the trailing 6-month period	10.90%	10.36%	+0.54%
Volatility (1Y) Calculated over the trailing 1-year period	16.85%	15.79%	+1.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.84%	17.18%	+1.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.45%	19.21%	+5.24%