SXLU.L vs. XLU
Compare and contrast key facts about SPDR S&P US Utilities Select Sector UCITS ETF (SXLU.L) and Utilities Select Sector SPDR Fund (XLU).
SXLU.L and XLU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SXLU.L is a passively managed fund by State Street that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Jul 7, 2015. 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. Both SXLU.L and XLU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SXLU.L or XLU.
Key characteristics
| SXLU.L | XLU | |
|---|---|---|
| YTD Return | 14.94% | 15.47% |
| 1Y Return | 10.97% | 12.57% |
| 3Y Return (Ann) | 5.82% | 6.53% |
| 5Y Return (Ann) | 7.14% | 7.70% |
| Sharpe Ratio | 0.76 | 0.59 |
| Daily Std Dev | 16.36% | 17.11% |
| Max Drawdown | -36.20% | -52.27% |
| Current Drawdown | -2.71% | -1.80% |
Correlation
The correlation between SXLU.L and XLU is 0.63, 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.
Performance
SXLU.L vs. XLU - Performance Comparison
The year-to-date returns for both investments are quite close, with SXLU.L having a 14.94% return and XLU slightly higher at 15.47%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SXLU.L vs. XLU - Expense Ratio Comparison
SXLU.L has a 0.15% expense ratio, which is higher than XLU's 0.13% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SXLU.L vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Utilities Select Sector UCITS ETF (SXLU.L) 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
SXLU.L vs. XLU - Dividend Comparison
SXLU.L has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 3.00%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SXLU.L SPDR S&P US Utilities Select Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLU Utilities Select Sector SPDR Fund | 3.00% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% | 3.19% | 3.86% |
Drawdowns
SXLU.L vs. XLU - Drawdown Comparison
The maximum SXLU.L drawdown since its inception was -36.20%, smaller than the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for SXLU.L and XLU. For additional features, visit the drawdowns tool.
Volatility
SXLU.L vs. XLU - Volatility Comparison
SPDR S&P US Utilities Select Sector UCITS ETF (SXLU.L) and Utilities Select Sector SPDR Fund (XLU) have volatilities of 3.39% and 3.42%, 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.