SSUS vs. XLG
Compare and contrast key facts about Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) and Invesco S&P 500® Top 50 ETF (XLG).
SSUS and XLG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SSUS is an actively managed fund by Donald L. Hagan LLC. It was launched on Jan 17, 2020. XLG is a passively managed fund by Invesco that tracks the performance of the Russell Top 50 Index. It was launched on May 10, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSUS or XLG.
Correlation
The correlation between SSUS and XLG is 0.93, 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
SSUS vs. XLG - Performance Comparison
Key characteristics
SSUS:
1.57
XLG:
1.82
SSUS:
2.17
XLG:
2.43
SSUS:
1.28
XLG:
1.33
SSUS:
2.25
XLG:
2.49
SSUS:
8.73
XLG:
9.91
SSUS:
2.23%
XLG:
2.85%
SSUS:
12.39%
XLG:
15.49%
SSUS:
-23.75%
XLG:
-52.39%
SSUS:
-0.45%
XLG:
-0.39%
Returns By Period
In the year-to-date period, SSUS achieves a 4.04% return, which is significantly higher than XLG's 3.14% return.
SSUS
4.04%
1.18%
9.85%
19.96%
12.62%
N/A
XLG
3.14%
1.46%
12.01%
29.13%
17.52%
15.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSUS vs. XLG - Expense Ratio Comparison
SSUS has a 0.81% expense ratio, which is higher than XLG's 0.20% expense ratio.
Risk-Adjusted Performance
SSUS vs. XLG — Risk-Adjusted Performance Rank
SSUS
XLG
SSUS vs. XLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) and Invesco S&P 500® Top 50 ETF (XLG). 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
SSUS vs. XLG - Dividend Comparison
SSUS's dividend yield for the trailing twelve months is around 0.66%, less than XLG's 0.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSUS Day Hagan/Ned Davis Research Smart Sector ETF | 0.66% | 0.68% | 1.07% | 0.63% | 0.55% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLG Invesco S&P 500® Top 50 ETF | 0.70% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% | 1.97% |
Drawdowns
SSUS vs. XLG - Drawdown Comparison
The maximum SSUS drawdown since its inception was -23.75%, smaller than the maximum XLG drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for SSUS and XLG. For additional features, visit the drawdowns tool.
Volatility
SSUS vs. XLG - Volatility Comparison
The current volatility for Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) is 2.46%, while Invesco S&P 500® Top 50 ETF (XLG) has a volatility of 4.15%. This indicates that SSUS experiences smaller price fluctuations and is considered to be less risky than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.