UFPI vs. XLE
UFPI (UFP Industries, Inc.) is a stock, while XLE (State Street Energy Select Sector SPDR ETF) is Energy Equities fund tracking the Energy Select Sector Index. Over the past 10 years, UFPI returned 11.03%/yr vs 10.08%/yr for XLE. Their 0.34 correlation means their historical movements had little consistent relationship.
Performance
UFPI vs. XLE - Performance Comparison
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Returns By Period
In the year-to-date period, UFPI achieves a 1.50% return, which is significantly lower than XLE's 33.31% return. Over the past 10 years, UFPI has outperformed XLE with an annualized return of 11.03%, while XLE has yielded a comparatively lower 10.08% annualized return.
UFPI
- 1D
- 5.70%
- 1M
- 2.79%
- 6M
- -11.90%
- YTD
- 1.50%
- 1Y
- -4.76%
- 3Y*
- -2.49%
- 5Y*
- 5.75%
- 10Y*
- 11.03%
- ALL TIME*
- 12.56%
XLE
- 1D
- -1.28%
- 1M
- 10.47%
- 6M
- 19.08%
- YTD
- 33.31%
- 1Y
- 41.66%
- 3Y*
- 14.20%
- 5Y*
- 23.80%
- 10Y*
- 10.08%
- ALL TIME*
- 8.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $46.17M | $39.91M | $43.39M | |
| $1.70B | $1.73B | $1.97B |
UFPI vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UFPI UFP Industries, Inc. | 1.50% | -18.03% | -9.30% | 60.27% | -12.85% | 67.07% | 17.59% | 85.60% | -30.20% | 11.49% |
XLE State Street Energy Select Sector SPDR ETF | 33.31% | 7.88% | 5.56% | -0.63% | 64.32% | 53.28% | -32.67% | 11.74% | -18.22% | -0.89% |
Correlation
The correlation between UFPI and XLE is -0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.19 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Dec 22, 1998 | 0.34 |
The correlation between UFPI and XLE shifts across timeframes, from -0.09 (1 year) to 0.35 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
UFPI vs. XLE — Risk / Return Rank
UFPI
XLE
UFPI vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UFP Industries, Inc. (UFPI) and State Street Energy Select Sector SPDR ETF (XLE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UFPI | XLE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.15 | ||
| Sortino ratioReturn per unit of downside risk | -2.59 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.32 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.79 | -2.95 |
| Martin ratioReturn relative to average drawdown | -0.27 | 7.45 | -7.73 |
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Drawdowns
UFPI vs. XLE - Drawdown Comparison
The maximum UFPI drawdown since its inception was -80.64%, which is greater than XLE's maximum drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for UFPI and XLE.
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Drawdown Indicators
| UFPI | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.64% | -71.26% | -9.38% |
Max Drawdown (1Y)Largest decline over 1 year | -31.29% | -14.98% | -16.31% |
Max Drawdown (3Y)Largest decline over 3 years | -41.90% | -20.14% | -21.76% |
Max Drawdown (5Y)Largest decline over 5 years | -41.90% | -26.04% | -15.86% |
Max Drawdown (10Y)Largest decline over 10 years | -45.75% | -66.81% | +21.06% |
Current DrawdownCurrent decline from peak | -32.42% | -5.35% | -27.07% |
Average DrawdownAverage peak-to-trough decline | -25.32% | -17.93% | -7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.51% | 5.60% | +11.91% |
Volatility
UFPI vs. XLE - Volatility Comparison
UFP Industries, Inc. (UFPI) has a higher volatility of 11.63% compared to State Street Energy Select Sector SPDR ETF (XLE) at 6.13%. This indicates that UFPI's price experiences larger fluctuations and is considered to be riskier than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UFPI | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.63% | 6.13% | +5.50% |
Volatility (6M)Calculated over the trailing 6-month period | 23.85% | 16.74% | +7.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.05% | 21.04% | +10.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.11% | 25.77% | +7.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.11% | 29.58% | +5.53% |
Dividends
UFPI vs. XLE - Dividend Comparison
UFPI's dividend yield for the trailing twelve months is around 1.55%, less than XLE's 2.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UFPI UFP Industries, Inc. | 1.55% | 1.54% | 1.17% | 0.88% | 1.20% | 0.71% | 0.90% | 0.84% | 1.39% | 0.85% | 0.85% | 1.20% |
XLE State Street Energy Select Sector SPDR ETF | 2.58% | 3.28% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 6.72% | 3.54% | 3.03% | 2.26% | 3.39% |
Frequently Asked Questions
UFPI and XLE have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UFPI has higher volatility (11.63%) compared to XLE (6.13%). In terms of maximum drawdown, UFPI dropped -80.64% vs XLE's -71.26%.
XLE currently has the higher Sharpe Ratio (1.99 vs -0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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