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 0.33, 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
PEZ vs. XLU - Performance Comparison
Key characteristics
PEZ:
0.96
XLU:
2.28
PEZ:
1.41
XLU:
3.07
PEZ:
1.17
XLU:
1.39
PEZ:
1.34
XLU:
1.91
PEZ:
4.04
XLU:
10.23
PEZ:
5.07%
XLU:
3.44%
PEZ:
21.37%
XLU:
15.49%
PEZ:
-58.39%
XLU:
-52.27%
PEZ:
-7.50%
XLU:
-2.43%
Returns By Period
In the year-to-date period, PEZ achieves a 5.21% return, which is significantly lower than XLU's 6.02% return. Both investments have delivered pretty close results over the past 10 years, with PEZ having a 8.94% annualized return and XLU not far ahead at 9.26%.
PEZ
5.21%
1.22%
5.71%
21.59%
13.56%
8.94%
XLU
6.02%
0.25%
8.31%
33.55%
6.02%
9.26%
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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.
Dividends
PEZ vs. XLU - Dividend Comparison
PEZ's dividend yield for the trailing twelve months is around 0.11%, less than XLU's 2.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEZ Invesco DWA Consumer Cyclicals Momentum ETF | 0.11% | 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 | 2.79% | 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.
Volatility
PEZ vs. XLU - Volatility Comparison
Invesco DWA Consumer Cyclicals Momentum ETF (PEZ) has a higher volatility of 5.59% compared to Utilities Select Sector SPDR Fund (XLU) at 4.92%. 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.