HSIC vs. XLU
Compare and contrast key facts about Henry Schein, Inc. (HSIC) 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
HSIC vs. XLU - Performance Comparison
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HSIC vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSIC Henry Schein, Inc. | -3.36% | 9.22% | -8.60% | -5.21% | 3.02% | 15.96% | 0.21% | 8.34% | 12.36% | -7.88% |
XLU Utilities Select Sector SPDR Fund | 8.77% | 16.03% | 23.31% | -7.18% | 1.44% | 17.70% | 0.51% | 25.93% | 3.94% | 12.05% |
Returns By Period
In the year-to-date period, HSIC achieves a -3.36% return, which is significantly lower than XLU's 8.77% return. Over the past 10 years, HSIC has underperformed XLU with an annualized return of 0.75%, while XLU has yielded a comparatively higher 9.79% annualized return.
HSIC
- 1D
- -0.90%
- 1M
- -10.24%
- YTD
- -3.36%
- 6M
- 11.34%
- 1Y
- 5.75%
- 3Y*
- -3.60%
- 5Y*
- 1.24%
- 10Y*
- 0.75%
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%
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Return for Risk
HSIC vs. XLU — Risk / Return Rank
HSIC
XLU
HSIC vs. XLU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Henry Schein, Inc. (HSIC) 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.
| HSIC | XLU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 1.27 | -1.07 |
Sortino ratioReturn per unit of downside risk | 0.51 | 1.73 | -1.22 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.23 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 2.21 | -1.82 |
Martin ratioReturn relative to average drawdown | 0.91 | 5.31 | -4.40 |
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
| HSIC | XLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 1.27 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.64 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.51 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.41 | -0.12 |
Correlation
The correlation between HSIC and XLU is 0.30, 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
HSIC vs. XLU - Dividend Comparison
HSIC has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 2.58%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSIC Henry Schein, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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
HSIC vs. XLU - Drawdown Comparison
The maximum HSIC drawdown since its inception was -78.49%, which is greater than XLU's maximum drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for HSIC and XLU.
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Drawdown Indicators
| HSIC | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.49% | -51.98% | -26.51% |
Max Drawdown (1Y)Largest decline over 1 year | -16.93% | -9.18% | -7.75% |
Max Drawdown (5Y)Largest decline over 5 years | -32.70% | -25.26% | -7.44% |
Max Drawdown (10Y)Largest decline over 10 years | -41.42% | -36.07% | -5.35% |
Current DrawdownCurrent decline from peak | -20.57% | -2.72% | -17.85% |
Average DrawdownAverage peak-to-trough decline | -15.24% | -10.26% | -4.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.30% | 3.82% | +3.48% |
Volatility
HSIC vs. XLU - Volatility Comparison
Henry Schein, Inc. (HSIC) has a higher volatility of 6.77% compared to Utilities Select Sector SPDR Fund (XLU) at 5.09%. This indicates that HSIC's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSIC | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.77% | 5.09% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 19.98% | 10.36% | +9.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.55% | 15.79% | +12.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.56% | 17.18% | +8.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 19.21% | +8.21% |