SNA vs. XLU
Compare and contrast key facts about Snap-on Incorporated (SNA) and Utilities Select Sector SPDR Fund (XLU).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNA or XLU.
Correlation
The correlation between SNA and XLU is 0.35, 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
SNA vs. XLU - Performance Comparison
Key characteristics
SNA:
1.01
XLU:
1.65
SNA:
1.50
XLU:
2.26
SNA:
1.23
XLU:
1.28
SNA:
1.80
XLU:
1.31
SNA:
4.11
XLU:
7.52
SNA:
5.89%
XLU:
3.40%
SNA:
23.88%
XLU:
15.48%
SNA:
-65.76%
XLU:
-52.27%
SNA:
-7.46%
XLU:
-7.84%
Returns By Period
In the year-to-date period, SNA achieves a 22.16% return, which is significantly lower than XLU's 23.49% return. Over the past 10 years, SNA has outperformed XLU with an annualized return of 11.99%, while XLU has yielded a comparatively lower 8.18% annualized return.
SNA
22.16%
-4.91%
30.48%
22.45%
18.25%
11.99%
XLU
23.49%
-6.67%
11.79%
24.90%
6.81%
8.18%
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Risk-Adjusted Performance
SNA vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Snap-on Incorporated (SNA) 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
SNA vs. XLU - Dividend Comparison
SNA's dividend yield for the trailing twelve months is around 2.25%, more than XLU's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNA Snap-on Incorporated | 2.25% | 2.33% | 2.57% | 2.37% | 2.61% | 2.32% | 2.35% | 1.69% | 1.48% | 1.28% | 1.35% | 1.44% |
XLU Utilities Select Sector SPDR Fund | 2.11% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% | 3.86% |
Drawdowns
SNA vs. XLU - Drawdown Comparison
The maximum SNA drawdown since its inception was -65.76%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for SNA and XLU. For additional features, visit the drawdowns tool.
Volatility
SNA vs. XLU - Volatility Comparison
Snap-on Incorporated (SNA) and Utilities Select Sector SPDR Fund (XLU) have volatilities of 4.91% and 4.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.