SO vs. XLU
Compare and contrast key facts about The Southern Company (SO) 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: SO or XLU.
Correlation
The correlation between SO and XLU is 0.34, 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
SO vs. XLU - Performance Comparison
Key characteristics
SO:
1.50
XLU:
1.24
SO:
2.11
XLU:
1.72
SO:
1.26
XLU:
1.23
SO:
2.09
XLU:
2.05
SO:
5.07
XLU:
5.26
SO:
5.47%
XLU:
4.09%
SO:
18.54%
XLU:
17.31%
SO:
-38.43%
XLU:
-52.27%
SO:
-2.72%
XLU:
-4.24%
Returns By Period
In the year-to-date period, SO achieves a 10.78% return, which is significantly higher than XLU's 4.06% return. Over the past 10 years, SO has outperformed XLU with an annualized return of 12.08%, while XLU has yielded a comparatively lower 9.23% annualized return.
SO
10.78%
1.54%
0.08%
25.81%
13.85%
12.08%
XLU
4.06%
1.01%
-1.20%
20.44%
9.44%
9.23%
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Risk-Adjusted Performance
SO vs. XLU — Risk-Adjusted Performance Rank
SO
XLU
SO vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Southern Company (SO) 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
SO vs. XLU - Dividend Comparison
SO's dividend yield for the trailing twelve months is around 3.18%, more than XLU's 2.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SO The Southern Company | 3.18% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% |
XLU Utilities Select Sector SPDR Fund | 2.91% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
SO vs. XLU - Drawdown Comparison
The maximum SO drawdown since its inception was -38.43%, smaller than the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for SO and XLU. For additional features, visit the drawdowns tool.
Volatility
SO vs. XLU - Volatility Comparison
The current volatility for The Southern Company (SO) is 6.58%, while Utilities Select Sector SPDR Fund (XLU) has a volatility of 8.75%. This indicates that SO experiences smaller price fluctuations and is considered to be less risky than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.