PEZ vs. XLU
Compare and contrast key facts about Invesco DWA Consumer Cyclicals Momentum ETF (PEZ) and Utilities Select Sector SPDR Fund (XLU).
PEZ and XLU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PEZ is a passively managed fund by Invesco that tracks the performance of the DWA Consumer Cyclicals Technical Leaders Index. It was launched on Oct 12, 2006. 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. Both PEZ and XLU 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: PEZ or XLU.
Correlation
The correlation between PEZ and XLU is 0.50, 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
PEZ vs. XLU - Performance Comparison
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Key characteristics
PEZ:
-0.19
XLU:
0.93
PEZ:
-0.07
XLU:
1.55
PEZ:
0.99
XLU:
1.20
PEZ:
-0.16
XLU:
1.80
PEZ:
-0.44
XLU:
4.59
PEZ:
11.59%
XLU:
4.12%
PEZ:
27.52%
XLU:
17.20%
PEZ:
-58.39%
XLU:
-52.27%
PEZ:
-20.32%
XLU:
-1.75%
Returns By Period
In the year-to-date period, PEZ achieves a -9.38% return, which is significantly lower than XLU's 6.76% return. Over the past 10 years, PEZ has underperformed XLU with an annualized return of 7.30%, while XLU has yielded a comparatively higher 9.93% annualized return.
PEZ
-9.38%
10.58%
-17.55%
-4.99%
16.40%
7.30%
XLU
6.76%
6.42%
2.90%
16.03%
10.95%
9.93%
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PEZ vs. XLU - Expense Ratio Comparison
PEZ has a 0.60% expense ratio, which is higher than XLU's 0.13% expense ratio.
Risk-Adjusted Performance
PEZ vs. XLU — Risk-Adjusted Performance Rank
PEZ
XLU
PEZ vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Consumer Cyclicals Momentum ETF (PEZ) 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.
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Dividends
PEZ vs. XLU - Dividend Comparison
PEZ has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 2.84%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEZ Invesco DWA Consumer Cyclicals Momentum ETF | 0.00% | 0.12% | 0.61% | 0.41% | 0.22% | 0.39% | 0.01% | 0.40% | 0.42% | 0.83% | 0.64% | 0.15% |
XLU Utilities Select Sector SPDR Fund | 2.84% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
PEZ vs. XLU - Drawdown Comparison
The maximum PEZ drawdown since its inception was -58.39%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for PEZ and XLU. For additional features, visit the drawdowns tool.
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Volatility
PEZ vs. XLU - Volatility Comparison
Invesco DWA Consumer Cyclicals Momentum ETF (PEZ) has a higher volatility of 6.87% compared to Utilities Select Sector SPDR Fund (XLU) at 4.93%. This indicates that PEZ's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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