EXPN.L vs. SRLN
Compare and contrast key facts about Experian plc (EXPN.L) and SPDR Blackstone Senior Loan ETF (SRLN).
SRLN is a passively managed fund by State Street that tracks the performance of the Markit iBoxx USD Liquid Leveraged Loan Index. It was launched on Apr 3, 2013.
Performance
EXPN.L vs. SRLN - Performance Comparison
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EXPN.L vs. SRLN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXPN.L Experian plc | -22.57% | -1.12% | 9.03% | 15.56% | -21.28% | 32.39% | 10.32% | 36.22% | 18.65% | 5.36% |
SRLN SPDR Blackstone Senior Loan ETF | 0.60% | -0.84% | 10.33% | 6.04% | 5.96% | 5.48% | 0.10% | 5.84% | 5.23% | -5.55% |
Different Trading Currencies
EXPN.L is traded in GBp, while SRLN is traded in USD. To make them comparable, the SRLN values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, EXPN.L achieves a -22.57% return, which is significantly lower than SRLN's 0.60% return. Over the past 10 years, EXPN.L has outperformed SRLN with an annualized return of 9.16%, while SRLN has yielded a comparatively lower 5.33% annualized return.
EXPN.L
- 1D
- -1.78%
- 1M
- -3.10%
- YTD
- -22.57%
- 6M
- -26.02%
- 1Y
- -27.33%
- 3Y*
- 0.54%
- 5Y*
- 1.78%
- 10Y*
- 9.16%
SRLN
- 1D
- 0.76%
- 1M
- 2.61%
- YTD
- 0.60%
- 6M
- 2.13%
- 1Y
- 3.92%
- 3Y*
- 5.28%
- 5Y*
- 5.47%
- 10Y*
- 5.33%
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Return for Risk
EXPN.L vs. SRLN — Risk / Return Rank
EXPN.L
SRLN
EXPN.L vs. SRLN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Experian plc (EXPN.L) and SPDR Blackstone Senior Loan ETF (SRLN). 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.
| EXPN.L | SRLN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.95 | 0.51 | -1.46 |
Sortino ratioReturn per unit of downside risk | -1.27 | 0.74 | -2.02 |
Omega ratioGain probability vs. loss probability | 0.85 | 1.09 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | 0.66 | -1.25 |
Martin ratioReturn relative to average drawdown | -1.35 | 1.45 | -2.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EXPN.L | SRLN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.95 | 0.51 | -1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.66 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.52 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.49 | -0.12 |
Correlation
The correlation between EXPN.L and SRLN is 0.11, 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.
Dividends
EXPN.L vs. SRLN - Dividend Comparison
EXPN.L's dividend yield for the trailing twelve months is around 1.83%, less than SRLN's 7.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXPN.L Experian plc | 1.83% | 1.41% | 1.34% | 1.36% | 1.47% | 0.94% | 1.34% | 1.45% | 1.76% | 1.34% | 1.99% | 2.83% |
SRLN SPDR Blackstone Senior Loan ETF | 7.69% | 7.67% | 8.58% | 8.44% | 5.72% | 4.45% | 4.91% | 5.39% | 4.98% | 4.01% | 3.94% | 4.43% |
Drawdowns
EXPN.L vs. SRLN - Drawdown Comparison
The maximum EXPN.L drawdown since its inception was -56.26%, which is greater than SRLN's maximum drawdown of -15.78%. Use the drawdown chart below to compare losses from any high point for EXPN.L and SRLN.
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Drawdown Indicators
| EXPN.L | SRLN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.26% | -22.29% | -33.97% |
Max Drawdown (1Y)Largest decline over 1 year | -41.63% | -3.26% | -38.37% |
Max Drawdown (5Y)Largest decline over 5 years | -41.63% | -7.93% | -33.70% |
Max Drawdown (10Y)Largest decline over 10 years | -41.63% | -22.29% | -19.34% |
Current DrawdownCurrent decline from peak | -36.30% | -1.60% | -34.70% |
Average DrawdownAverage peak-to-trough decline | -10.87% | -1.11% | -9.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.52% | 0.93% | +17.59% |
Volatility
EXPN.L vs. SRLN - Volatility Comparison
Experian plc (EXPN.L) has a higher volatility of 7.42% compared to SPDR Blackstone Senior Loan ETF (SRLN) at 2.53%. This indicates that EXPN.L's price experiences larger fluctuations and is considered to be riskier than SRLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXPN.L | SRLN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 2.53% | +4.89% |
Volatility (6M)Calculated over the trailing 6-month period | 21.28% | 5.01% | +16.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.76% | 7.76% | +21.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.09% | 8.31% | +16.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.98% | 10.25% | +14.73% |