SUN vs. XYLD
Compare and contrast key facts about Sunoco LP (SUN) and Global X S&P 500 Covered Call ETF (XYLD).
XYLD is a passively managed fund by Global X that tracks the performance of the CBOE S&P 500 2% OTM BuyWrite Index. It was launched on Jun 24, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUN or XYLD.
Correlation
The correlation between SUN and XYLD is 0.28, 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
SUN vs. XYLD - Performance Comparison
Key characteristics
SUN:
-0.20
XYLD:
2.80
SUN:
-0.12
XYLD:
3.90
SUN:
0.99
XYLD:
1.73
SUN:
-0.23
XYLD:
3.92
SUN:
-0.37
XYLD:
25.48
SUN:
12.86%
XYLD:
0.80%
SUN:
24.43%
XYLD:
7.26%
SUN:
-65.47%
XYLD:
-33.46%
SUN:
-10.68%
XYLD:
0.00%
Returns By Period
In the year-to-date period, SUN achieves a 6.12% return, which is significantly higher than XYLD's 1.38% return. Over the past 10 years, SUN has outperformed XYLD with an annualized return of 10.84%, while XYLD has yielded a comparatively lower 7.41% annualized return.
SUN
6.12%
7.33%
-2.24%
-3.89%
20.73%
10.84%
XYLD
1.38%
3.73%
12.19%
20.11%
6.58%
7.41%
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Risk-Adjusted Performance
SUN vs. XYLD — Risk-Adjusted Performance Rank
SUN
XYLD
SUN vs. XYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) and Global X S&P 500 Covered Call ETF (XYLD). 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
SUN vs. XYLD - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 6.36%, less than XYLD's 11.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 6.36% | 6.75% | 5.59% | 7.67% | 8.09% | 11.48% | 10.80% | 12.15% | 11.63% | 12.16% | 6.77% | 5.10% |
XYLD Global X S&P 500 Covered Call ETF | 11.39% | 11.55% | 10.51% | 13.44% | 9.08% | 7.93% | 5.75% | 7.12% | 4.67% | 3.24% | 4.65% | 4.15% |
Drawdowns
SUN vs. XYLD - Drawdown Comparison
The maximum SUN drawdown since its inception was -65.47%, which is greater than XYLD's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for SUN and XYLD. For additional features, visit the drawdowns tool.
Volatility
SUN vs. XYLD - Volatility Comparison
Sunoco LP (SUN) has a higher volatility of 6.30% compared to Global X S&P 500 Covered Call ETF (XYLD) at 2.70%. This indicates that SUN's price experiences larger fluctuations and is considered to be riskier than XYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.