EXC vs. XEL
EXC (Exelon Corporation) and XEL (Xcel Energy Inc.) are both stocks. Both are in the Utilities sector — EXC in Utilities - Diversified, XEL in Utilities - Regulated Electric. Over the past 10 years, EXC returned 10.55%/yr vs 9.69%/yr for XEL. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
EXC vs. XEL - Performance Comparison
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Returns By Period
In the year-to-date period, EXC achieves a 8.88% return, which is significantly lower than XEL's 10.39% return. Over the past 10 years, EXC has outperformed XEL with an annualized return of 10.55%, while XEL has yielded a comparatively lower 9.69% annualized return.
EXC
- 1D
- 1.48%
- 1M
- 1.79%
- YTD
- 8.88%
- 6M
- 9.21%
- 1Y
- 11.81%
- 3Y*
- 9.74%
- 5Y*
- 12.22%
- 10Y*
- 10.55%
XEL
- 1D
- 1.93%
- 1M
- -0.18%
- YTD
- 10.39%
- 6M
- 11.02%
- 1Y
- 21.93%
- 3Y*
- 12.73%
- 5Y*
- 7.29%
- 10Y*
- 9.69%
EXC vs. XEL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXC Exelon Corporation | 8.88% | 20.02% | 10.29% | -13.96% | 8.29% | 41.48% | -3.87% | 4.27% | 18.33% | 15.08% |
XEL Xcel Energy Inc. | 10.39% | 13.89% | 12.32% | -8.67% | 6.44% | 4.40% | 7.77% | 32.37% | 5.88% | 21.91% |
Correlation
The correlation between EXC and XEL is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Sep 24, 1985 | 0.53 |
The correlation between EXC and XEL shifts across timeframes, from 0.53 (all time) to 0.68 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EXC:
$47.83B
XEL:
$50.29B
EXC:
$2.74
XEL:
$3.50
EXC:
17.00
XEL:
22.93
EXC:
1.38
XEL:
5.91
EXC:
1.91
XEL:
3.24
EXC:
1.63
XEL:
2.11
EXC:
$24.79B
XEL:
$14.78B
EXC:
$7.32B
XEL:
$1.88B
EXC:
$7.82B
XEL:
$6.26B
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Return for Risk
EXC vs. XEL — Risk / Return Rank
EXC
XEL
EXC vs. XEL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Exelon Corporation (EXC) and Xcel Energy Inc. (XEL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXC | XEL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.22 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.92 | -1.05 |
| Martin ratioReturn relative to average drawdown | 2.05 | 4.89 | -2.84 |
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Drawdowns
EXC vs. XEL - Drawdown Comparison
The maximum EXC drawdown since its inception was -62.27%, smaller than the maximum XEL drawdown of -80.64%. Use the drawdown chart below to compare losses from any high point for EXC and XEL.
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Drawdown Indicators
| EXC | XEL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.27% | -80.64% | +18.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.74% | -11.50% | -2.24% |
Max Drawdown (3Y)Largest decline over 3 years | -20.74% | -24.42% | +3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -29.06% | -34.41% | +5.35% |
Max Drawdown (10Y)Largest decline over 10 years | -40.04% | -34.41% | -5.63% |
Current DrawdownCurrent decline from peak | -6.43% | -2.83% | -3.60% |
Average DrawdownAverage peak-to-trough decline | -20.03% | -11.31% | -8.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.77% | 4.49% | +1.28% |
Volatility
EXC vs. XEL - Volatility Comparison
The current volatility for Exelon Corporation (EXC) is 5.87%, while Xcel Energy Inc. (XEL) has a volatility of 6.90%. This indicates that EXC experiences smaller price fluctuations and is considered to be less risky than XEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXC | XEL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 6.90% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.56% | 14.45% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.36% | 19.19% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.66% | 20.81% | -0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.95% | 21.72% | +2.23% |
Dividends
EXC vs. XEL - Dividend Comparison
EXC's dividend yield for the trailing twelve months is around 3.52%, more than XEL's 2.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXC Exelon Corporation | 3.52% | 3.67% | 5.05% | 4.01% | 3.12% | 2.65% | 3.62% | 3.18% | 3.06% | 3.32% | 3.56% | 4.47% |
XEL Xcel Energy Inc. | 2.89% | 3.83% | 2.43% | 3.36% | 2.78% | 2.70% | 2.58% | 2.55% | 3.09% | 2.99% | 3.34% | 3.56% |
Financials
EXC vs. XEL - Financials Comparison
This section allows you to compare key financial metrics between Exelon Corporation and Xcel Energy Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
EXC vs. XEL - Profitability Comparison
EXC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Exelon Corporation reported a gross profit of 3.39B and revenue of 7.24B. Therefore, the gross margin over that period was 46.9%.
XEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Xcel Energy Inc. reported a gross profit of 0.00 and revenue of 4.02B. Therefore, the gross margin over that period was 0.0%.
EXC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Exelon Corporation reported an operating income of 1.61B and revenue of 7.24B, resulting in an operating margin of 22.2%.
XEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Xcel Energy Inc. reported an operating income of 754.00M and revenue of 4.02B, resulting in an operating margin of 18.8%.
EXC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Exelon Corporation reported a net income of 919.00M and revenue of 7.24B, resulting in a net margin of 12.7%.
XEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Xcel Energy Inc. reported a net income of 556.00M and revenue of 4.02B, resulting in a net margin of 13.8%.
Frequently Asked Questions
EXC and XEL have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XEL has higher volatility (6.90%) compared to EXC (5.87%). In terms of maximum drawdown, EXC dropped -62.27% vs XEL's -80.64%.
XEL currently has the higher Sharpe Ratio (1.15 vs 0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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