NGVC vs. XLP
Compare and contrast key facts about Natural Grocers by Vitamin Cottage, Inc. (NGVC) and Consumer Staples Select Sector SPDR Fund (XLP).
XLP is a passively managed fund by State Street that tracks the performance of the Consumer Staples 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: NGVC or XLP.
Correlation
The correlation between NGVC and XLP is 0.24, 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
NGVC vs. XLP - Performance Comparison
Key characteristics
NGVC:
4.70
XLP:
1.42
NGVC:
5.16
XLP:
2.07
NGVC:
1.70
XLP:
1.24
NGVC:
4.13
XLP:
1.72
NGVC:
29.63
XLP:
5.08
NGVC:
7.58%
XLP:
2.84%
NGVC:
47.83%
XLP:
10.14%
NGVC:
-89.04%
XLP:
-35.89%
NGVC:
-2.71%
XLP:
-2.75%
Returns By Period
In the year-to-date period, NGVC achieves a 22.96% return, which is significantly higher than XLP's 2.91% return. Over the past 10 years, NGVC has outperformed XLP with an annualized return of 8.43%, while XLP has yielded a comparatively lower 7.87% annualized return.
NGVC
22.96%
21.10%
99.16%
234.33%
52.38%
8.43%
XLP
2.91%
4.74%
0.94%
13.50%
7.45%
7.87%
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Risk-Adjusted Performance
NGVC vs. XLP — Risk-Adjusted Performance Rank
NGVC
XLP
NGVC vs. XLP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Natural Grocers by Vitamin Cottage, Inc. (NGVC) and Consumer Staples Select Sector SPDR Fund (XLP). 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
NGVC vs. XLP - Dividend Comparison
NGVC's dividend yield for the trailing twelve months is around 0.86%, less than XLP's 2.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NGVC Natural Grocers by Vitamin Cottage, Inc. | 0.86% | 1.06% | 8.75% | 4.38% | 2.18% | 16.59% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLP Consumer Staples Select Sector SPDR Fund | 2.69% | 2.77% | 2.63% | 2.47% | 2.28% | 2.50% | 2.57% | 3.04% | 2.62% | 2.53% | 2.53% | 2.40% |
Drawdowns
NGVC vs. XLP - Drawdown Comparison
The maximum NGVC drawdown since its inception was -89.04%, which is greater than XLP's maximum drawdown of -35.89%. Use the drawdown chart below to compare losses from any high point for NGVC and XLP. For additional features, visit the drawdowns tool.
Volatility
NGVC vs. XLP - Volatility Comparison
Natural Grocers by Vitamin Cottage, Inc. (NGVC) has a higher volatility of 11.30% compared to Consumer Staples Select Sector SPDR Fund (XLP) at 4.16%. This indicates that NGVC's price experiences larger fluctuations and is considered to be riskier than XLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.