PGLOX vs. XLP
Compare and contrast key facts about T. Rowe Price Global Consumer Fund (PGLOX) and Consumer Staples Select Sector SPDR Fund (XLP).
PGLOX is managed by T. Rowe Price. It was launched on Jun 26, 2016. 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: PGLOX or XLP.
Correlation
The correlation between PGLOX and XLP is 0.56, 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
PGLOX vs. XLP - Performance Comparison
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Key characteristics
PGLOX:
0.61
XLP:
0.60
PGLOX:
1.02
XLP:
1.05
PGLOX:
1.13
XLP:
1.13
PGLOX:
0.46
XLP:
1.11
PGLOX:
2.35
XLP:
2.92
PGLOX:
4.21%
XLP:
3.17%
PGLOX:
15.87%
XLP:
13.41%
PGLOX:
-39.65%
XLP:
-35.89%
PGLOX:
-8.03%
XLP:
-1.02%
Returns By Period
The year-to-date returns for both investments are quite close, with PGLOX having a 5.05% return and XLP slightly higher at 5.26%.
PGLOX
5.05%
8.99%
6.82%
9.57%
13.59%
7.01%
N/A
XLP
5.26%
0.54%
3.54%
7.98%
8.05%
10.15%
8.10%
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PGLOX vs. XLP - Expense Ratio Comparison
PGLOX has a 1.05% expense ratio, which is higher than XLP's 0.13% expense ratio.
Risk-Adjusted Performance
PGLOX vs. XLP — Risk-Adjusted Performance Rank
PGLOX
XLP
PGLOX vs. XLP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Global Consumer Fund (PGLOX) 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.
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Dividends
PGLOX vs. XLP - Dividend Comparison
PGLOX's dividend yield for the trailing twelve months is around 0.17%, less than XLP's 2.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGLOX T. Rowe Price Global Consumer Fund | 0.17% | 0.18% | 0.28% | 0.00% | 0.00% | 0.00% | 0.33% | 1.29% | 0.50% | 0.40% | 0.00% | 0.00% |
XLP Consumer Staples Select Sector SPDR Fund | 2.48% | 2.77% | 2.63% | 2.47% | 2.28% | 2.50% | 2.57% | 3.04% | 2.62% | 2.53% | 2.53% | 2.40% |
Drawdowns
PGLOX vs. XLP - Drawdown Comparison
The maximum PGLOX drawdown since its inception was -39.65%, which is greater than XLP's maximum drawdown of -35.89%. Use the drawdown chart below to compare losses from any high point for PGLOX and XLP. For additional features, visit the drawdowns tool.
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Volatility
PGLOX vs. XLP - Volatility Comparison
T. Rowe Price Global Consumer Fund (PGLOX) has a higher volatility of 4.38% compared to Consumer Staples Select Sector SPDR Fund (XLP) at 3.90%. This indicates that PGLOX'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.
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