HMC vs. XLI
Compare and contrast key facts about Honda Motor Co., Ltd. (HMC) and Industrial Select Sector SPDR Fund (XLI).
XLI is a passively managed fund by State Street that tracks the performance of the Industrial 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: HMC or XLI.
Correlation
The correlation between HMC and XLI is 0.47, 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
HMC vs. XLI - Performance Comparison
Key characteristics
HMC:
-0.98
XLI:
-0.25
HMC:
-1.41
XLI:
-0.23
HMC:
0.83
XLI:
0.97
HMC:
-0.85
XLI:
-0.25
HMC:
-1.63
XLI:
-1.05
HMC:
18.36%
XLI:
4.08%
HMC:
30.45%
XLI:
16.92%
HMC:
-53.57%
XLI:
-62.26%
HMC:
-31.84%
XLI:
-17.43%
Returns By Period
In the year-to-date period, HMC achieves a -12.43% return, which is significantly lower than XLI's -10.21% return. Over the past 10 years, HMC has underperformed XLI with an annualized return of 0.21%, while XLI has yielded a comparatively higher 9.80% annualized return.
HMC
-12.43%
-13.19%
-23.36%
-29.53%
7.70%
0.21%
XLI
-10.21%
-11.62%
-12.26%
-3.43%
17.80%
9.80%
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Risk-Adjusted Performance
HMC vs. XLI — Risk-Adjusted Performance Rank
HMC
XLI
HMC vs. XLI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Honda Motor Co., Ltd. (HMC) and Industrial Select Sector SPDR Fund (XLI). 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
HMC vs. XLI - Dividend Comparison
HMC's dividend yield for the trailing twelve months is around 2.69%, more than XLI's 1.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HMC Honda Motor Co., Ltd. | 2.69% | 3.23% | 3.30% | 4.11% | 2.74% | 2.23% | 2.90% | 3.19% | 3.02% | 5.38% | 3.30% | 4.39% |
XLI Industrial Select Sector SPDR Fund | 1.63% | 1.44% | 1.63% | 1.64% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% | 1.85% |
Drawdowns
HMC vs. XLI - Drawdown Comparison
The maximum HMC drawdown since its inception was -53.57%, smaller than the maximum XLI drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for HMC and XLI. For additional features, visit the drawdowns tool.
Volatility
HMC vs. XLI - Volatility Comparison
Honda Motor Co., Ltd. (HMC) and Industrial Select Sector SPDR Fund (XLI) have volatilities of 9.70% and 9.85%, 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.