NANR vs. XLE
Compare and contrast key facts about SPDR S&P North American Natural Resources ETF (NANR) and Energy Select Sector SPDR Fund (XLE).
NANR and XLE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NANR is a passively managed fund by State Street that tracks the performance of the S&P BMI North American Natural Resources Index. It was launched on Dec 15, 2015. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998. Both NANR and XLE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NANR or XLE.
Key characteristics
| NANR | XLE | |
|---|---|---|
| YTD Return | 10.70% | 15.50% |
| 1Y Return | 14.47% | 15.34% |
| 3Y Return (Ann) | 10.37% | 22.65% |
| 5Y Return (Ann) | 15.04% | 14.95% |
| Sharpe Ratio | 0.93 | 0.92 |
| Sortino Ratio | 1.36 | 1.33 |
| Omega Ratio | 1.17 | 1.17 |
| Calmar Ratio | 0.84 | 1.23 |
| Martin Ratio | 3.61 | 2.87 |
| Ulcer Index | 4.63% | 5.71% |
| Daily Std Dev | 17.87% | 17.81% |
| Max Drawdown | -49.15% | -71.54% |
| Current Drawdown | -3.81% | -2.06% |
Correlation
The correlation between NANR and XLE is 0.84, 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
NANR vs. XLE - Performance Comparison
In the year-to-date period, NANR achieves a 10.70% return, which is significantly lower than XLE's 15.50% 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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NANR vs. XLE - Expense Ratio Comparison
NANR has a 0.35% expense ratio, which is higher than XLE's 0.13% expense ratio.
Risk-Adjusted Performance
NANR vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P North American Natural Resources ETF (NANR) and Energy Select Sector SPDR Fund (XLE). 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
NANR vs. XLE - Dividend Comparison
NANR's dividend yield for the trailing twelve months is around 2.13%, less than XLE's 3.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NANR SPDR S&P North American Natural Resources ETF | 2.13% | 2.78% | 2.70% | 2.61% | 2.73% | 2.02% | 1.95% | 1.83% | 5.01% | 0.01% | 0.00% | 0.00% |
XLE Energy Select Sector SPDR Fund | 3.15% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% | 1.73% |
Drawdowns
NANR vs. XLE - Drawdown Comparison
The maximum NANR drawdown since its inception was -49.15%, smaller than the maximum XLE drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for NANR and XLE. For additional features, visit the drawdowns tool.
Volatility
NANR vs. XLE - Volatility Comparison
The current volatility for SPDR S&P North American Natural Resources ETF (NANR) is 3.73%, while Energy Select Sector SPDR Fund (XLE) has a volatility of 4.83%. This indicates that NANR experiences smaller price fluctuations and is considered to be less risky than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.