LNT vs. XLU
Compare and contrast key facts about Alliant Energy Corporation (LNT) 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: LNT or XLU.
Performance
LNT vs. XLU - Performance Comparison
Returns By Period
In the year-to-date period, LNT achieves a 23.26% return, which is significantly lower than XLU's 28.05% return. Over the past 10 years, LNT has outperformed XLU with an annualized return of 10.39%, while XLU has yielded a comparatively lower 9.21% annualized return.
LNT
23.26%
-1.30%
19.32%
27.79%
6.21%
10.39%
XLU
28.05%
-3.60%
11.18%
31.78%
8.14%
9.21%
Key characteristics
| LNT | XLU | |
|---|---|---|
| Sharpe Ratio | 1.53 | 2.08 |
| Sortino Ratio | 2.15 | 2.85 |
| Omega Ratio | 1.28 | 1.36 |
| Calmar Ratio | 1.27 | 1.67 |
| Martin Ratio | 5.79 | 9.92 |
| Ulcer Index | 4.88% | 3.28% |
| Daily Std Dev | 18.42% | 15.58% |
| Max Drawdown | -51.66% | -52.27% |
| Current Drawdown | -1.30% | -3.60% |
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Correlation
The correlation between LNT and XLU is 0.74, 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.
Risk-Adjusted Performance
LNT vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alliant Energy Corporation (LNT) 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
LNT vs. XLU - Dividend Comparison
LNT's dividend yield for the trailing twelve months is around 3.15%, more than XLU's 2.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LNT Alliant Energy Corporation | 3.15% | 3.53% | 3.10% | 2.62% | 2.95% | 2.60% | 3.17% | 2.96% | 3.10% | 3.52% | 3.07% | 3.64% |
XLU Utilities Select Sector SPDR Fund | 2.79% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% | 3.86% |
Drawdowns
LNT vs. XLU - Drawdown Comparison
The maximum LNT drawdown since its inception was -51.66%, roughly equal to the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for LNT and XLU. For additional features, visit the drawdowns tool.
Volatility
LNT vs. XLU - Volatility Comparison
Alliant Energy Corporation (LNT) has a higher volatility of 8.45% compared to Utilities Select Sector SPDR Fund (XLU) at 5.37%. This indicates that LNT's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.