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.
Performance
LNT vs. XLU - Performance Comparison
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LNT vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LNT Alliant Energy Corporation | 11.56% | 13.52% | 19.54% | -3.84% | -7.44% | 22.86% | -3.16% | 33.43% | 2.37% | 16.05% |
XLU Utilities Select Sector SPDR Fund | 8.77% | 16.03% | 23.31% | -7.18% | 1.44% | 17.70% | 0.51% | 25.93% | 3.94% | 12.05% |
Returns By Period
In the year-to-date period, LNT achieves a 11.56% return, which is significantly higher than XLU's 8.77% return. Both investments have delivered pretty close results over the past 10 years, with LNT having a 10.14% annualized return and XLU not far behind at 9.79%.
LNT
- 1D
- 0.25%
- 1M
- -0.54%
- YTD
- 11.56%
- 6M
- 8.88%
- 1Y
- 15.27%
- 3Y*
- 14.28%
- 5Y*
- 9.25%
- 10Y*
- 10.14%
XLU
- 1D
- 0.48%
- 1M
- -1.98%
- YTD
- 8.77%
- 6M
- 6.26%
- 1Y
- 19.98%
- 3Y*
- 14.30%
- 5Y*
- 10.90%
- 10Y*
- 9.79%
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Return for Risk
LNT vs. XLU — Risk / Return Rank
LNT
XLU
LNT vs. XLU - Risk-Adjusted Trends 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.
| LNT | XLU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.27 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.73 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 2.21 | -0.56 |
Martin ratioReturn relative to average drawdown | 3.93 | 5.31 | -1.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LNT | XLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.27 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.64 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.51 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.41 | +0.09 |
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.
Dividends
LNT vs. XLU - Dividend Comparison
LNT's dividend yield for the trailing twelve months is around 2.86%, more than XLU's 2.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LNT Alliant Energy Corporation | 2.86% | 3.12% | 3.25% | 3.53% | 3.10% | 2.62% | 2.95% | 2.60% | 3.17% | 2.96% | 3.10% | 3.52% |
XLU Utilities Select Sector SPDR Fund | 2.58% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Drawdowns
LNT vs. XLU - Drawdown Comparison
The maximum LNT drawdown since its inception was -51.66%, roughly equal to the maximum XLU drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for LNT and XLU.
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Drawdown Indicators
| LNT | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.66% | -51.98% | +0.32% |
Max Drawdown (1Y)Largest decline over 1 year | -9.34% | -9.18% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -25.60% | -25.26% | -0.34% |
Max Drawdown (10Y)Largest decline over 10 years | -33.54% | -36.07% | +2.53% |
Current DrawdownCurrent decline from peak | -1.49% | -2.72% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -10.26% | +1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 3.82% | +0.09% |
Volatility
LNT vs. XLU - Volatility Comparison
Alliant Energy Corporation (LNT) and Utilities Select Sector SPDR Fund (XLU) have volatilities of 5.27% and 5.09%, 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.
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Volatility by Period
| LNT | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 5.09% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 10.36% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.15% | 15.79% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 17.18% | +2.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.18% | 19.21% | +1.97% |