IALAX vs. XLK
Compare and contrast key facts about Transamerica Capital Growth Fund (IALAX) and Technology Select Sector SPDR Fund (XLK).
IALAX is managed by Transamerica. It was launched on Mar 1, 1999. XLK is a passively managed fund by State Street that tracks the performance of the Technology 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: IALAX or XLK.
Correlation
The correlation between IALAX and XLK is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IALAX vs. XLK - Performance Comparison
Key characteristics
IALAX:
1.20
XLK:
0.22
IALAX:
1.69
XLK:
0.51
IALAX:
1.24
XLK:
1.07
IALAX:
0.78
XLK:
0.25
IALAX:
4.39
XLK:
0.83
IALAX:
9.82%
XLK:
7.83%
IALAX:
36.05%
XLK:
30.22%
IALAX:
-69.30%
XLK:
-82.05%
IALAX:
-35.79%
XLK:
-13.77%
Returns By Period
In the year-to-date period, IALAX achieves a -5.28% return, which is significantly higher than XLK's -10.19% return. Over the past 10 years, IALAX has underperformed XLK with an annualized return of 11.85%, while XLK has yielded a comparatively higher 18.48% annualized return.
IALAX
-5.28%
-5.12%
13.28%
39.23%
8.10%
11.85%
XLK
-10.19%
-2.35%
-9.17%
6.24%
19.71%
18.48%
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IALAX vs. XLK - Expense Ratio Comparison
IALAX has a 1.01% expense ratio, which is higher than XLK's 0.13% expense ratio.
Risk-Adjusted Performance
IALAX vs. XLK — Risk-Adjusted Performance Rank
IALAX
XLK
IALAX vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Capital Growth Fund (IALAX) and Technology Select Sector SPDR Fund (XLK). 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
IALAX vs. XLK - Dividend Comparison
IALAX has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.75%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IALAX Transamerica Capital Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 20.49% | 5.37% | 10.49% | 4.92% | 23.22% | 22.63% | 3.34% | 2.83% |
XLK Technology Select Sector SPDR Fund | 0.75% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
Drawdowns
IALAX vs. XLK - Drawdown Comparison
The maximum IALAX drawdown since its inception was -69.30%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for IALAX and XLK. For additional features, visit the drawdowns tool.
Volatility
IALAX vs. XLK - Volatility Comparison
Transamerica Capital Growth Fund (IALAX) has a higher volatility of 22.87% compared to Technology Select Sector SPDR Fund (XLK) at 19.02%. This indicates that IALAX's price experiences larger fluctuations and is considered to be riskier than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.