TDY vs. XLU
Compare and contrast key facts about Teledyne Technologies Incorporated (TDY) 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: TDY or XLU.
Correlation
The correlation between TDY and XLU is 0.33, 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
TDY vs. XLU - Performance Comparison
Key characteristics
TDY:
0.59
XLU:
1.62
TDY:
0.94
XLU:
2.17
TDY:
1.15
XLU:
1.29
TDY:
0.59
XLU:
2.09
TDY:
3.56
XLU:
6.87
TDY:
4.29%
XLU:
4.03%
TDY:
25.92%
XLU:
17.10%
TDY:
-66.17%
XLU:
-52.27%
TDY:
-10.92%
XLU:
-4.77%
Returns By Period
In the year-to-date period, TDY achieves a -0.42% return, which is significantly lower than XLU's 3.48% return. Over the past 10 years, TDY has outperformed XLU with an annualized return of 15.60%, while XLU has yielded a comparatively lower 9.21% annualized return.
TDY
-0.42%
-7.29%
3.00%
15.47%
7.78%
15.60%
XLU
3.48%
-0.42%
-3.08%
25.07%
8.51%
9.21%
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Risk-Adjusted Performance
TDY vs. XLU — Risk-Adjusted Performance Rank
TDY
XLU
TDY vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Teledyne Technologies Incorporated (TDY) 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
TDY vs. XLU - Dividend Comparison
TDY has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 2.93%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TDY Teledyne Technologies Incorporated | 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 | 2.93% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
TDY vs. XLU - Drawdown Comparison
The maximum TDY drawdown since its inception was -66.17%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for TDY and XLU. For additional features, visit the drawdowns tool.
Volatility
TDY vs. XLU - Volatility Comparison
Teledyne Technologies Incorporated (TDY) has a higher volatility of 13.04% compared to Utilities Select Sector SPDR Fund (XLU) at 8.16%. This indicates that TDY's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.