GL vs. XLU
Compare and contrast key facts about Globe Life Inc. (GL) 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: GL or XLU.
Correlation
The correlation between GL and XLU is 0.38, 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
GL vs. XLU - Performance Comparison
Key characteristics
GL:
0.24
XLU:
1.08
GL:
0.78
XLU:
1.49
GL:
1.23
XLU:
1.20
GL:
0.25
XLU:
1.20
GL:
0.97
XLU:
4.70
GL:
15.96%
XLU:
3.83%
GL:
65.52%
XLU:
16.60%
GL:
-75.34%
XLU:
-52.27%
GL:
-4.00%
XLU:
-8.74%
Returns By Period
In the year-to-date period, GL achieves a 14.82% return, which is significantly higher than XLU's -0.83% return. Over the past 10 years, GL has outperformed XLU with an annualized return of 9.68%, while XLU has yielded a comparatively lower 8.77% annualized return.
GL
14.82%
2.92%
22.40%
16.31%
15.85%
9.68%
XLU
-0.83%
-3.14%
-6.92%
18.22%
11.00%
8.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
GL vs. XLU — Risk-Adjusted Performance Rank
GL
XLU
GL vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Globe Life Inc. (GL) 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
GL vs. XLU - Dividend Comparison
GL's dividend yield for the trailing twelve months is around 0.96%, less than XLU's 3.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GL Globe Life Inc. | 0.78% | 0.85% | 0.73% | 0.68% | 0.83% | 0.78% | 0.65% | 0.85% | 0.65% | 0.75% | 0.71% | 0.94% |
XLU Utilities Select Sector SPDR Fund | 3.06% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
GL vs. XLU - Drawdown Comparison
The maximum GL drawdown since its inception was -75.34%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for GL and XLU. For additional features, visit the drawdowns tool.
Volatility
GL vs. XLU - Volatility Comparison
Globe Life Inc. (GL) and Utilities Select Sector SPDR Fund (XLU) have volatilities of 7.46% and 7.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.