INGR vs. XLU
Compare and contrast key facts about Ingredion Incorporated (INGR) 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INGR or XLU.
Key characteristics
| INGR | XLU | |
|---|---|---|
| YTD Return | 6.29% | 6.25% |
| 1Y Return | 10.89% | -0.09% |
| 3Y Return (Ann) | 10.24% | 3.19% |
| 5Y Return (Ann) | 8.91% | 6.21% |
| 10Y Return (Ann) | 7.79% | 8.15% |
| Sharpe Ratio | 0.59 | 0.00 |
| Daily Std Dev | 18.60% | 17.03% |
| Max Drawdown | -64.20% | -52.27% |
| Current Drawdown | -6.15% | -9.64% |
Correlation
The correlation between INGR and XLU is 0.34, 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.
Performance
INGR vs. XLU - Performance Comparison
The year-to-date returns for both stocks are quite close, with INGR having a 6.29% return and XLU slightly lower at 6.25%. Both investments have delivered pretty close results over the past 10 years, with INGR having a 7.79% annualized return and XLU not far ahead at 8.15%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
INGR vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ingredion Incorporated (INGR) 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.
Dividends
INGR vs. XLU - Dividend Comparison
INGR's dividend yield for the trailing twelve months is around 2.66%, less than XLU's 3.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INGR Ingredion Incorporated | 2.66% | 2.75% | 2.78% | 2.67% | 3.23% | 2.70% | 2.68% | 1.57% | 1.52% | 1.82% | 1.98% | 2.28% |
XLU Utilities Select Sector SPDR Fund | 3.26% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% | 3.19% | 3.86% |
Drawdowns
INGR vs. XLU - Drawdown Comparison
The maximum INGR drawdown since its inception was -64.20%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for INGR and XLU. For additional features, visit the drawdowns tool.
Volatility
INGR vs. XLU - Volatility Comparison
The current volatility for Ingredion Incorporated (INGR) is 4.18%, while Utilities Select Sector SPDR Fund (XLU) has a volatility of 4.43%. This indicates that INGR experiences smaller price fluctuations and is considered to be less risky than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.