TEAF vs. XLU
Compare and contrast key facts about Ecofin Sustainable and Social Impact Term Fund (TEAF) 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: TEAF or XLU.
Correlation
The correlation between TEAF and XLU is 0.31, 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
TEAF vs. XLU - Performance Comparison
Key characteristics
TEAF:
0.57
XLU:
1.62
TEAF:
0.80
XLU:
2.17
TEAF:
1.13
XLU:
1.29
TEAF:
0.39
XLU:
2.09
TEAF:
1.40
XLU:
6.87
TEAF:
5.42%
XLU:
4.03%
TEAF:
13.26%
XLU:
17.10%
TEAF:
-62.12%
XLU:
-52.27%
TEAF:
-12.64%
XLU:
-4.77%
Returns By Period
In the year-to-date period, TEAF achieves a -5.32% return, which is significantly lower than XLU's 3.48% return.
TEAF
-5.32%
-4.47%
-12.64%
7.01%
9.33%
N/A
XLU
3.48%
-0.78%
-3.64%
24.37%
8.51%
9.31%
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Risk-Adjusted Performance
TEAF vs. XLU — Risk-Adjusted Performance Rank
TEAF
XLU
TEAF vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ecofin Sustainable and Social Impact Term Fund (TEAF) 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
TEAF vs. XLU - Dividend Comparison
TEAF's dividend yield for the trailing twelve months is around 9.72%, more than XLU's 2.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEAF Ecofin Sustainable and Social Impact Term Fund | 9.72% | 9.00% | 9.22% | 8.25% | 6.18% | 8.17% | 5.35% | 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
TEAF vs. XLU - Drawdown Comparison
The maximum TEAF drawdown since its inception was -62.12%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for TEAF and XLU. For additional features, visit the drawdowns tool.
Volatility
TEAF vs. XLU - Volatility Comparison
Ecofin Sustainable and Social Impact Term Fund (TEAF) has a higher volatility of 9.25% compared to Utilities Select Sector SPDR Fund (XLU) at 8.16%. This indicates that TEAF'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.