SMPL vs. XLP

Last updated Apr 2, 2026

Compare and contrast key facts about The Simply Good Foods Company (SMPL) and State Street Consumer Staples Select Sector SPDR ETF (XLP).

XLP is a passively managed fund by State Street that tracks the performance of the S&P Consumer Staples Select Sector. It was launched on Dec 16, 1998.

Performance

SMPL vs. XLP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Simply Good Foods Company (SMPL) and State Street Consumer Staples Select Sector SPDR ETF (XLP). The values are adjusted to include any dividend payments, if applicable.

SMPL vs. XLP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SMPL The Simply Good Foods Company	-29.28%	-48.49%	-1.57%	4.13%	-8.52%	32.56%	9.88%	51.01%	32.54%	18.83%
XLP State Street Consumer Staples Select Sector SPDR ETF	5.46%	1.52%	12.20%	-0.82%	-0.81%	17.20%	10.11%	27.43%	-8.07%	6.54%

Returns By Period

In the year-to-date period, SMPL achieves a -29.28% return, which is significantly lower than XLP's 5.46% return.

SMPL

• 1D: -1.05%
• 1M: -12.67%
• YTD: -29.28%
• 6M: -42.79%
• 1Y: -59.22%
• 3Y*: -29.06%
• 5Y*: -14.43%
• 10Y*: —

XLP

• 1D: -0.63%
• 1M: -7.66%
• YTD: 5.46%
• 6M: 5.53%
• 1Y: 2.35%
• 3Y*: 5.77%
• 5Y*: 6.45%
• 10Y*: 7.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SMPL vs. XLP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMPL

SMPL Risk / Return Rank: 3
SMPL Sharpe Ratio Rank: 0
SMPL Sortino Ratio Rank: 0
SMPL Omega Ratio Rank: 1
SMPL Calmar Ratio Rank: 6
SMPL Martin Ratio Rank: 7

XLP

XLP Risk / Return Rank: 15
XLP Sharpe Ratio Rank: 15
XLP Sortino Ratio Rank: 15
XLP Omega Ratio Rank: 14
XLP Calmar Ratio Rank: 17
XLP Martin Ratio Rank: 16

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SMPL vs. XLP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Simply Good Foods Company (SMPL) and State Street Consumer Staples Select Sector SPDR ETF (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.

	SMPL	XLP	Difference
Sharpe ratio Return per unit of total volatility	-1.63	0.17	-1.80
Sortino ratio Return per unit of downside risk	-2.79	0.34	-3.13
Omega ratio Gain probability vs. loss probability	0.66	1.04	-0.38
Calmar ratio Return relative to maximum drawdown	-0.93	0.26	-1.19
Martin ratio Return relative to average drawdown	-1.55	0.62	-2.17
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SMPL vs. XLP - Sharpe Ratio Comparison

The current SMPL Sharpe Ratio is -1.63, which is lower than the XLP Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of SMPL and XLP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SMPL	XLP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.63	0.17	-1.80
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.45	0.49	-0.95
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.48	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.05	0.43	-0.38

Correlation

The correlation between SMPL and XLP is 0.40, 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.

Dividends

SMPL vs. XLP - Dividend Comparison

SMPL has not paid dividends to shareholders, while XLP's dividend yield for the trailing twelve months is around 2.67%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SMPL The Simply Good Foods Company	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
XLP State Street Consumer Staples Select Sector SPDR ETF	2.67%	2.75%	2.77%	2.63%	2.47%	2.28%	2.50%	2.57%	3.04%	2.62%	2.53%	2.52%

Drawdowns

SMPL vs. XLP - Drawdown Comparison

The maximum SMPL drawdown since its inception was -68.79%, which is greater than XLP's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for SMPL and XLP.

Drawdown Indicators

	SMPL	XLP	Difference
Max Drawdown Largest peak-to-trough decline	-68.79%	-35.90%	-32.89%
Max Drawdown (1Y) Largest decline over 1 year	-63.39%	-9.69%	-53.70%
Max Drawdown (5Y) Largest decline over 5 years	-68.79%	-16.30%	-52.49%
Max Drawdown (10Y) Largest decline over 10 years	—	-24.51%	—
Current Drawdown Current decline from peak	-68.14%	-8.99%	-59.15%
Average Drawdown Average peak-to-trough decline	-16.84%	-7.06%	-9.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	37.84%	4.06%	+33.78%

Volatility

SMPL vs. XLP - Volatility Comparison

The Simply Good Foods Company (SMPL) has a higher volatility of 11.08% compared to State Street Consumer Staples Select Sector SPDR ETF (XLP) at 3.86%. This indicates that SMPL'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.

Volatility by Period

	SMPL	XLP	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.08%	3.86%	+7.22%
Volatility (6M) Calculated over the trailing 6-month period	30.93%	9.36%	+21.57%
Volatility (1Y) Calculated over the trailing 1-year period	36.50%	13.83%	+22.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.86%	13.14%	+18.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.80%	14.69%	+21.11%