IEYYX vs. XLE
Compare and contrast key facts about Delaware Ivy Energy Fund (IEYYX) and Energy Select Sector SPDR Fund (XLE).
IEYYX is managed by Ivy Funds. It was launched on Apr 2, 2006. XLE is a passively managed fund by State Street that tracks the performance of the Energy 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: IEYYX or XLE.
Correlation
The correlation between IEYYX and XLE is 0.91, 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
IEYYX vs. XLE - Performance Comparison
Key characteristics
IEYYX:
0.39
XLE:
0.73
IEYYX:
0.62
XLE:
1.07
IEYYX:
1.07
XLE:
1.14
IEYYX:
0.12
XLE:
0.92
IEYYX:
1.06
XLE:
1.99
IEYYX:
5.38%
XLE:
6.67%
IEYYX:
14.61%
XLE:
18.04%
IEYYX:
-85.16%
XLE:
-71.54%
IEYYX:
-46.45%
XLE:
-5.35%
Returns By Period
In the year-to-date period, IEYYX achieves a 1.54% return, which is significantly lower than XLE's 6.58% return. Over the past 10 years, IEYYX has underperformed XLE with an annualized return of -3.58%, while XLE has yielded a comparatively higher 5.34% annualized return.
IEYYX
1.54%
-1.92%
-5.40%
4.26%
5.82%
-3.58%
XLE
6.58%
-2.83%
4.68%
10.24%
15.81%
5.34%
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IEYYX vs. XLE - Expense Ratio Comparison
IEYYX has a 1.28% expense ratio, which is higher than XLE's 0.13% expense ratio.
Risk-Adjusted Performance
IEYYX vs. XLE — Risk-Adjusted Performance Rank
IEYYX
XLE
IEYYX vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Energy Fund (IEYYX) and Energy Select Sector SPDR Fund (XLE). 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
IEYYX vs. XLE - Dividend Comparison
IEYYX's dividend yield for the trailing twelve months is around 0.89%, less than XLE's 3.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEYYX Delaware Ivy Energy Fund | 0.89% | 0.90% | 2.37% | 1.33% | 1.50% | 2.17% | 0.00% | 0.00% | 0.37% | 0.00% | 0.00% | 0.00% |
XLE Energy Select Sector SPDR Fund | 3.15% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% |
Drawdowns
IEYYX vs. XLE - Drawdown Comparison
The maximum IEYYX drawdown since its inception was -85.16%, which is greater than XLE's maximum drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for IEYYX and XLE. For additional features, visit the drawdowns tool.
Volatility
IEYYX vs. XLE - Volatility Comparison
The current volatility for Delaware Ivy Energy Fund (IEYYX) is 4.05%, while Energy Select Sector SPDR Fund (XLE) has a volatility of 6.28%. This indicates that IEYYX experiences smaller price fluctuations and is considered to be less risky than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.