MMC vs. XLF
Compare and contrast key facts about Marsh & McLennan Companies, Inc. (MMC) and Financial Select Sector SPDR Fund (XLF).
XLF is a passively managed fund by State Street that tracks the performance of the Financial 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: MMC or XLF.
Correlation
The correlation between MMC and XLF is 0.64, 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
MMC vs. XLF - Performance Comparison
Key characteristics
MMC:
0.98
XLF:
2.30
MMC:
1.35
XLF:
3.29
MMC:
1.18
XLF:
1.42
MMC:
1.37
XLF:
4.47
MMC:
5.07
XLF:
15.00
MMC:
2.70%
XLF:
2.15%
MMC:
13.91%
XLF:
14.05%
MMC:
-67.46%
XLF:
-82.43%
MMC:
-9.81%
XLF:
-5.98%
Returns By Period
In the year-to-date period, MMC achieves a 12.64% return, which is significantly lower than XLF's 29.84% return. Over the past 10 years, MMC has outperformed XLF with an annualized return of 15.71%, while XLF has yielded a comparatively lower 13.63% annualized return.
MMC
12.64%
-4.70%
-1.43%
15.12%
15.13%
15.71%
XLF
29.84%
-2.86%
17.23%
32.30%
11.58%
13.63%
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Risk-Adjusted Performance
MMC vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsh & McLennan Companies, Inc. (MMC) and Financial Select Sector SPDR Fund (XLF). 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
MMC vs. XLF - Dividend Comparison
MMC's dividend yield for the trailing twelve months is around 1.45%, more than XLF's 1.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMC Marsh & McLennan Companies, Inc. | 1.45% | 1.37% | 1.36% | 1.15% | 1.57% | 1.56% | 1.98% | 1.76% | 1.92% | 2.13% | 1.85% | 1.99% |
XLF Financial Select Sector SPDR Fund | 1.00% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% | 1.81% |
Drawdowns
MMC vs. XLF - Drawdown Comparison
The maximum MMC drawdown since its inception was -67.46%, smaller than the maximum XLF drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for MMC and XLF. For additional features, visit the drawdowns tool.
Volatility
MMC vs. XLF - Volatility Comparison
Marsh & McLennan Companies, Inc. (MMC) has a higher volatility of 5.03% compared to Financial Select Sector SPDR Fund (XLF) at 4.33%. This indicates that MMC's price experiences larger fluctuations and is considered to be riskier than XLF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.