MPLX vs. XLU
Compare and contrast key facts about MPLX LP (MPLX) 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: MPLX or XLU.
Key characteristics
| MPLX | XLU | |
|---|---|---|
| YTD Return | 16.88% | 8.91% |
| 1Y Return | 32.17% | 3.17% |
| 3Y Return (Ann) | 25.88% | 4.18% |
| 5Y Return (Ann) | 17.33% | 6.61% |
| 10Y Return (Ann) | 4.91% | 8.37% |
| Sharpe Ratio | 3.22 | 0.23 |
| Daily Std Dev | 9.76% | 17.05% |
| Max Drawdown | -85.75% | -52.27% |
| Current Drawdown | -0.88% | -7.38% |
Correlation
The correlation between MPLX and XLU is 0.16, 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.
Performance
MPLX vs. XLU - Performance Comparison
In the year-to-date period, MPLX achieves a 16.88% return, which is significantly higher than XLU's 8.91% return. Over the past 10 years, MPLX has underperformed XLU with an annualized return of 4.91%, while XLU has yielded a comparatively higher 8.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MPLX vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MPLX LP (MPLX) 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
MPLX vs. XLU - Dividend Comparison
MPLX's dividend yield for the trailing twelve months is around 8.09%, more than XLU's 3.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPLX MPLX LP | 8.09% | 8.65% | 8.80% | 11.30% | 12.71% | 10.42% | 8.22% | 6.18% | 5.76% | 4.25% | 1.79% | 2.28% |
XLU Utilities Select Sector SPDR Fund | 3.18% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% | 3.19% | 3.86% |
Drawdowns
MPLX vs. XLU - Drawdown Comparison
The maximum MPLX drawdown since its inception was -85.75%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for MPLX and XLU. For additional features, visit the drawdowns tool.
Volatility
MPLX vs. XLU - Volatility Comparison
The current volatility for MPLX LP (MPLX) is 3.74%, while Utilities Select Sector SPDR Fund (XLU) has a volatility of 4.55%. This indicates that MPLX experiences smaller price fluctuations and is considered to be less risky than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.