LMT vs. XAR
Compare and contrast key facts about Lockheed Martin Corporation (LMT) and SPDR S&P Aerospace & Defense ETF (XAR).
XAR is a passively managed fund by State Street that tracks the performance of the S&P Aerospace & Defense Select Industry. It was launched on Sep 28, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LMT or XAR.
Correlation
The correlation between LMT and XAR is 0.58, 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
LMT vs. XAR - Performance Comparison
Key characteristics
LMT:
0.59
XAR:
2.04
LMT:
0.91
XAR:
2.72
LMT:
1.13
XAR:
1.35
LMT:
0.43
XAR:
4.54
LMT:
1.22
XAR:
12.80
LMT:
8.40%
XAR:
2.84%
LMT:
17.45%
XAR:
17.86%
LMT:
-70.23%
XAR:
-46.37%
LMT:
-19.72%
XAR:
-1.86%
Returns By Period
In the year-to-date period, LMT achieves a 0.90% return, which is significantly lower than XAR's 4.12% return. Over the past 10 years, LMT has underperformed XAR with an annualized return of 12.62%, while XAR has yielded a comparatively higher 13.57% annualized return.
LMT
0.90%
1.53%
4.47%
9.49%
5.67%
12.62%
XAR
4.12%
6.71%
20.76%
34.69%
9.01%
13.57%
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Risk-Adjusted Performance
LMT vs. XAR — Risk-Adjusted Performance Rank
LMT
XAR
LMT vs. XAR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lockheed Martin Corporation (LMT) and SPDR S&P Aerospace & Defense ETF (XAR). 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
LMT vs. XAR - Dividend Comparison
LMT's dividend yield for the trailing twelve months is around 2.60%, more than XAR's 0.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMT Lockheed Martin Corporation | 2.60% | 2.62% | 2.68% | 2.34% | 2.98% | 2.76% | 2.31% | 3.13% | 2.32% | 2.71% | 2.83% | 2.85% |
XAR SPDR S&P Aerospace & Defense ETF | 0.64% | 0.66% | 0.54% | 0.50% | 0.83% | 0.63% | 0.75% | 1.19% | 0.76% | 1.10% | 2.31% | 1.07% |
Drawdowns
LMT vs. XAR - Drawdown Comparison
The maximum LMT drawdown since its inception was -70.23%, which is greater than XAR's maximum drawdown of -46.37%. Use the drawdown chart below to compare losses from any high point for LMT and XAR. For additional features, visit the drawdowns tool.
Volatility
LMT vs. XAR - Volatility Comparison
The current volatility for Lockheed Martin Corporation (LMT) is 5.89%, while SPDR S&P Aerospace & Defense ETF (XAR) has a volatility of 6.89%. This indicates that LMT experiences smaller price fluctuations and is considered to be less risky than XAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.