L vs. XLF
Compare and contrast key facts about Loews Corporation (L) 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: L or XLF.
Correlation
The correlation between L and XLF is 0.69, 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
L vs. XLF - Performance Comparison
Key characteristics
L:
0.79
XLF:
1.00
L:
1.14
XLF:
1.44
L:
1.16
XLF:
1.22
L:
1.38
XLF:
1.27
L:
5.08
XLF:
5.28
L:
3.29%
XLF:
3.72%
L:
21.21%
XLF:
19.74%
L:
-65.58%
XLF:
-82.43%
L:
-7.35%
XLF:
-10.29%
Returns By Period
In the year-to-date period, L achieves a 0.82% return, which is significantly higher than XLF's -3.13% return. Over the past 10 years, L has underperformed XLF with an annualized return of 8.11%, while XLF has yielded a comparatively higher 13.63% annualized return.
L
0.82%
-2.82%
4.43%
15.91%
19.31%
8.11%
XLF
-3.13%
-5.55%
-1.26%
18.95%
18.04%
13.63%
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Risk-Adjusted Performance
L vs. XLF — Risk-Adjusted Performance Rank
L
XLF
L vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loews Corporation (L) 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
L vs. XLF - Dividend Comparison
L's dividend yield for the trailing twelve months is around 0.29%, less than XLF's 1.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
L Loews Corporation | 0.29% | 0.30% | 0.36% | 0.43% | 0.43% | 0.56% | 0.48% | 0.55% | 0.50% | 0.53% | 0.65% | 0.59% |
XLF Financial Select Sector SPDR Fund | 1.53% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% |
Drawdowns
L vs. XLF - Drawdown Comparison
The maximum L drawdown since its inception was -65.58%, smaller than the maximum XLF drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for L and XLF. For additional features, visit the drawdowns tool.
Volatility
L vs. XLF - Volatility Comparison
Loews Corporation (L) and Financial Select Sector SPDR Fund (XLF) have volatilities of 12.41% and 12.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.