PRU vs. XLF
Compare and contrast key facts about Prudential Financial, Inc. (PRU) and Financial Select Sector SPDR Fund (XLF).
XLF is a passively managed fund by State Street that tracks the performance of the Financial 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: PRU or XLF.
Correlation
The correlation between PRU and XLF is 0.79, 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
PRU vs. XLF - Performance Comparison
Key characteristics
PRU:
0.71
XLF:
2.06
PRU:
1.03
XLF:
2.96
PRU:
1.15
XLF:
1.38
PRU:
0.94
XLF:
3.99
PRU:
3.47
XLF:
14.03
PRU:
4.64%
XLF:
2.08%
PRU:
22.78%
XLF:
14.16%
PRU:
-88.53%
XLF:
-82.43%
PRU:
-11.53%
XLF:
-7.23%
Returns By Period
In the year-to-date period, PRU achieves a 15.49% return, which is significantly lower than XLF's 28.12% return. Over the past 10 years, PRU has underperformed XLF with an annualized return of 6.94%, while XLF has yielded a comparatively higher 13.56% annualized return.
PRU
15.49%
-9.66%
1.22%
14.79%
9.34%
6.94%
XLF
28.12%
-4.78%
16.29%
28.22%
11.30%
13.56%
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Risk-Adjusted Performance
PRU vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Prudential Financial, Inc. (PRU) and Financial Select Sector SPDR Fund (XLF). 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
PRU vs. XLF - Dividend Comparison
PRU's dividend yield for the trailing twelve months is around 4.54%, more than XLF's 1.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRU Prudential Financial, Inc. | 4.54% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% | 2.40% | 1.88% |
XLF Financial Select Sector SPDR Fund | 1.01% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% | 1.81% |
Drawdowns
PRU vs. XLF - Drawdown Comparison
The maximum PRU drawdown since its inception was -88.53%, which is greater than XLF's maximum drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for PRU and XLF. For additional features, visit the drawdowns tool.
Volatility
PRU vs. XLF - Volatility Comparison
Prudential Financial, Inc. (PRU) has a higher volatility of 6.15% compared to Financial Select Sector SPDR Fund (XLF) at 4.16%. This indicates that PRU's price experiences larger fluctuations and is considered to be riskier than XLF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.