HWC vs. XLF
Compare and contrast key facts about Hancock Whitney Corporation (HWC) and Financial Select Sector SPDR Fund (XLF).
XLF is a passively managed fund by State Street that tracks the performance of the Financial 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: HWC or XLF.
Correlation
The correlation between HWC and XLF is 0.57, 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
HWC vs. XLF - Performance Comparison
Key characteristics
HWC:
0.52
XLF:
1.12
HWC:
0.96
XLF:
1.65
HWC:
1.12
XLF:
1.24
HWC:
0.71
XLF:
1.50
HWC:
1.75
XLF:
5.72
HWC:
9.65%
XLF:
4.07%
HWC:
35.48%
XLF:
20.23%
HWC:
-70.93%
XLF:
-82.43%
HWC:
-9.05%
XLF:
-4.12%
Returns By Period
In the year-to-date period, HWC achieves a 1.44% return, which is significantly lower than XLF's 3.54% return. Over the past 10 years, HWC has underperformed XLF with an annualized return of 9.49%, while XLF has yielded a comparatively higher 14.13% annualized return.
HWC
1.44%
19.16%
-4.47%
18.46%
25.77%
9.49%
XLF
3.54%
13.52%
3.09%
22.43%
19.75%
14.13%
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Risk-Adjusted Performance
HWC vs. XLF — Risk-Adjusted Performance Rank
HWC
XLF
HWC vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hancock Whitney Corporation (HWC) and Financial Select Sector SPDR Fund (XLF). 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
HWC vs. XLF - Dividend Comparison
HWC's dividend yield for the trailing twelve months is around 3.00%, more than XLF's 1.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HWC Hancock Whitney Corporation | 3.00% | 2.74% | 2.47% | 2.23% | 2.16% | 3.17% | 2.46% | 2.94% | 1.94% | 2.23% | 3.81% | 3.13% |
XLF Financial Select Sector SPDR Fund | 1.43% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% |
Drawdowns
HWC vs. XLF - Drawdown Comparison
The maximum HWC drawdown since its inception was -70.93%, smaller than the maximum XLF drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for HWC and XLF. For additional features, visit the drawdowns tool.
Volatility
HWC vs. XLF - Volatility Comparison
Hancock Whitney Corporation (HWC) has a higher volatility of 12.58% compared to Financial Select Sector SPDR Fund (XLF) at 9.44%. This indicates that HWC's price experiences larger fluctuations and is considered to be riskier than XLF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.