MCK vs. XLU
Compare and contrast key facts about McKesson Corporation (MCK) 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: MCK or XLU.
Correlation
The correlation between MCK and XLU is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
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MCK vs. XLU - Performance Comparison
Key characteristics
MCK:
1.01
XLU:
1.08
MCK:
1.41
XLU:
1.49
MCK:
1.24
XLU:
1.20
MCK:
1.13
XLU:
1.20
MCK:
2.80
XLU:
4.70
MCK:
9.66%
XLU:
3.83%
MCK:
26.88%
XLU:
16.60%
MCK:
-82.83%
XLU:
-52.27%
MCK:
-4.72%
XLU:
-8.74%
Returns By Period
In the year-to-date period, MCK achieves a 20.00% return, which is significantly higher than XLU's -0.83% return. Over the past 10 years, MCK has outperformed XLU with an annualized return of 12.81%, while XLU has yielded a comparatively lower 8.77% annualized return.
MCK
20.00%
6.80%
41.04%
28.32%
41.42%
12.81%
XLU
-0.83%
-3.14%
-6.92%
18.22%
11.00%
8.77%
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Risk-Adjusted Performance
MCK vs. XLU — Risk-Adjusted Performance Rank
MCK
XLU
MCK vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for McKesson Corporation (MCK) 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
MCK vs. XLU - Dividend Comparison
MCK's dividend yield for the trailing twelve months is around 0.40%, less than XLU's 3.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCK McKesson Corporation | 0.40% | 0.47% | 0.50% | 0.54% | 0.72% | 0.95% | 1.16% | 1.32% | 0.80% | 0.80% | 0.53% | 0.46% |
XLU Utilities Select Sector SPDR Fund | 2.98% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
MCK vs. XLU - Drawdown Comparison
The maximum MCK drawdown since its inception was -82.83%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for MCK and XLU. For additional features, visit the drawdowns tool.
Volatility
MCK vs. XLU - Volatility Comparison
McKesson Corporation (MCK) and Utilities Select Sector SPDR Fund (XLU) have volatilities of 8.47% and 8.12%, 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.
User Portfolios with MCK or XLU
12%
YTD
Recent discussions
Feature idea - suggesting new diversified best risk/return options for a portfolio ?
Hi Dimitry,
Do you have any plans to add recommended instruments that will provide better diversification and risk/return for a portfolio like some other sites do ? They claim to do this based on expected future performance, but even based on past performance and past diversification may be a good start ?
RB
Stock/EFT Performance
I can independently validate the comparison tool's graphing of stock performance over user period of time. When I export the performance file the exported file data is gibberesh. In this case I am using the tool on FXF, UDN, FXE, and FXY.
Why is the exported digital performance data not the graphed data and incorrect? What is the exported data (how is it calculated)?
Marcus Crahan
Market filter for screeners
Scott Allen