UNP vs. XLI
Compare and contrast key facts about Union Pacific Corporation (UNP) and Industrial Select Sector SPDR Fund (XLI).
XLI is a passively managed fund by State Street that tracks the performance of the Industrial 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: UNP or XLI.
Correlation
The correlation between UNP and XLI is 0.66, 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
UNP vs. XLI - Performance Comparison
Key characteristics
UNP:
-0.45
XLI:
-0.25
UNP:
-0.50
XLI:
-0.23
UNP:
0.94
XLI:
0.97
UNP:
-0.56
XLI:
-0.25
UNP:
-1.60
XLI:
-1.05
UNP:
6.08%
XLI:
4.08%
UNP:
21.84%
XLI:
16.92%
UNP:
-67.48%
XLI:
-62.26%
UNP:
-17.35%
XLI:
-17.43%
Returns By Period
In the year-to-date period, UNP achieves a -5.97% return, which is significantly higher than XLI's -10.21% return. Both investments have delivered pretty close results over the past 10 years, with UNP having a 9.50% annualized return and XLI not far ahead at 9.80%.
UNP
-5.97%
-12.46%
-9.71%
-9.40%
11.44%
9.50%
XLI
-10.21%
-11.62%
-12.26%
-3.43%
17.80%
9.80%
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Risk-Adjusted Performance
UNP vs. XLI — Risk-Adjusted Performance Rank
UNP
XLI
UNP vs. XLI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Union Pacific Corporation (UNP) and Industrial Select Sector SPDR Fund (XLI). 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
UNP vs. XLI - Dividend Comparison
UNP's dividend yield for the trailing twelve months is around 2.49%, more than XLI's 1.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNP Union Pacific Corporation | 2.49% | 2.32% | 2.12% | 2.45% | 1.70% | 1.86% | 2.05% | 2.21% | 1.85% | 2.17% | 2.81% | 1.60% |
XLI Industrial Select Sector SPDR Fund | 1.63% | 1.44% | 1.63% | 1.64% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% | 1.85% |
Drawdowns
UNP vs. XLI - Drawdown Comparison
The maximum UNP drawdown since its inception was -67.48%, which is greater than XLI's maximum drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for UNP and XLI. For additional features, visit the drawdowns tool.
Volatility
UNP vs. XLI - Volatility Comparison
Union Pacific Corporation (UNP) and Industrial Select Sector SPDR Fund (XLI) have volatilities of 9.63% and 9.85%, 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.