URA vs. XLB
Compare and contrast key facts about Global X Uranium ETF (URA) and Materials Select Sector SPDR ETF (XLB).
URA and XLB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. URA is a passively managed fund by Global X that tracks the performance of the Solactive Global Uranium & Nuclear Components Index. It was launched on Nov 4, 2010. XLB is a passively managed fund by State Street that tracks the performance of the Materials Select Sector Index. It was launched on Dec 16, 1998. Both URA and XLB 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: URA or XLB.
Performance
URA vs. XLB - Performance Comparison
Returns By Period
In the year-to-date period, URA achieves a 9.52% return, which is significantly higher than XLB's 8.09% return. Over the past 10 years, URA has underperformed XLB with an annualized return of 4.12%, while XLB has yielded a comparatively higher 8.42% annualized return.
URA
9.52%
-6.34%
-7.12%
14.66%
25.86%
4.12%
XLB
8.09%
-5.98%
-0.03%
16.20%
10.88%
8.42%
Key characteristics
| URA | XLB | |
|---|---|---|
| Sharpe Ratio | 0.46 | 1.25 |
| Sortino Ratio | 0.88 | 1.75 |
| Omega Ratio | 1.10 | 1.22 |
| Calmar Ratio | 0.22 | 1.94 |
| Martin Ratio | 1.34 | 5.84 |
| Ulcer Index | 12.21% | 2.84% |
| Daily Std Dev | 35.75% | 13.28% |
| Max Drawdown | -93.54% | -59.83% |
| Current Drawdown | -68.05% | -6.50% |
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URA vs. XLB - Expense Ratio Comparison
URA has a 0.69% expense ratio, which is higher than XLB's 0.13% expense ratio.
Correlation
The correlation between URA and XLB is 0.56, 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.
Risk-Adjusted Performance
URA vs. XLB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Uranium ETF (URA) and Materials Select Sector SPDR ETF (XLB). 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
URA vs. XLB - Dividend Comparison
URA's dividend yield for the trailing twelve months is around 5.63%, more than XLB's 1.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URA Global X Uranium ETF | 5.63% | 6.07% | 0.76% | 5.85% | 1.69% | 1.66% | 0.45% | 2.03% | 7.28% | 1.96% | 4.28% | 0.54% |
XLB Materials Select Sector SPDR ETF | 1.93% | 2.00% | 2.26% | 1.62% | 1.72% | 1.98% | 2.20% | 1.66% | 1.95% | 2.24% | 1.97% | 2.08% |
Drawdowns
URA vs. XLB - Drawdown Comparison
The maximum URA drawdown since its inception was -93.54%, which is greater than XLB's maximum drawdown of -59.83%. Use the drawdown chart below to compare losses from any high point for URA and XLB. For additional features, visit the drawdowns tool.
Volatility
URA vs. XLB - Volatility Comparison
Global X Uranium ETF (URA) has a higher volatility of 8.02% compared to Materials Select Sector SPDR ETF (XLB) at 3.60%. This indicates that URA's price experiences larger fluctuations and is considered to be riskier than XLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.