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.
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.
Performance
LNT vs. XLU - Performance Comparison
Key characteristics
LNT:
1.89
XLU:
2.33
LNT:
2.60
XLU:
3.13
LNT:
1.34
XLU:
1.40
LNT:
1.51
XLU:
1.90
LNT:
9.26
XLU:
10.52
LNT:
3.62%
XLU:
3.43%
LNT:
17.77%
XLU:
15.54%
LNT:
-51.66%
XLU:
-52.27%
LNT:
-2.78%
XLU:
-3.83%
Returns By Period
The year-to-date returns for both stocks are quite close, with LNT having a 4.60% return and XLU slightly lower at 4.51%. Over the past 10 years, LNT has outperformed XLU with an annualized return of 10.12%, while XLU has yielded a comparatively lower 9.19% annualized return.
LNT
4.60%
2.16%
8.14%
31.37%
3.91%
10.12%
XLU
4.51%
0.33%
7.16%
33.29%
5.76%
9.19%
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Risk-Adjusted Performance
LNT vs. XLU — Risk-Adjusted Performance Rank
LNT
XLU
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 3.17%, more than XLU's 2.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LNT Alliant Energy Corporation | 3.17% | 3.25% | 3.53% | 3.10% | 2.62% | 2.95% | 2.60% | 3.17% | 2.96% | 3.10% | 3.52% | 3.07% |
XLU Utilities Select Sector SPDR Fund | 2.83% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
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) and Utilities Select Sector SPDR Fund (XLU) have volatilities of 5.66% and 5.62%, 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.