WD vs. XLK
Compare and contrast key facts about Walker & Dunlop, Inc. (WD) and Technology Select Sector SPDR Fund (XLK).
XLK is a passively managed fund by State Street that tracks the performance of the Technology 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: WD or XLK.
Correlation
The correlation between WD and XLK is 0.41, 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
WD vs. XLK - Performance Comparison
Key characteristics
WD:
0.15
XLK:
0.71
WD:
0.45
XLK:
1.07
WD:
1.05
XLK:
1.14
WD:
0.12
XLK:
0.95
WD:
0.55
XLK:
3.20
WD:
8.32%
XLK:
5.06%
WD:
30.39%
XLK:
22.89%
WD:
-68.49%
XLK:
-82.05%
WD:
-34.03%
XLK:
-3.72%
Returns By Period
In the year-to-date period, WD achieves a -2.95% return, which is significantly lower than XLK's 0.13% return. Both investments have delivered pretty close results over the past 10 years, with WD having a 19.92% annualized return and XLK not far ahead at 20.32%.
WD
-2.95%
2.28%
-6.94%
1.95%
6.88%
19.92%
XLK
0.13%
-0.45%
13.61%
14.31%
19.62%
20.32%
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Risk-Adjusted Performance
WD vs. XLK — Risk-Adjusted Performance Rank
WD
XLK
WD vs. XLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Walker & Dunlop, Inc. (WD) and Technology Select Sector SPDR Fund (XLK). 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
WD vs. XLK - Dividend Comparison
WD's dividend yield for the trailing twelve months is around 2.76%, more than XLK's 0.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WD Walker & Dunlop, Inc. | 2.76% | 2.67% | 2.27% | 3.06% | 1.33% | 1.56% | 1.86% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% |
XLK Technology Select Sector SPDR Fund | 0.65% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% | 1.75% |
Drawdowns
WD vs. XLK - Drawdown Comparison
The maximum WD drawdown since its inception was -68.49%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for WD and XLK. For additional features, visit the drawdowns tool.
Volatility
WD vs. XLK - Volatility Comparison
Walker & Dunlop, Inc. (WD) has a higher volatility of 9.73% compared to Technology Select Sector SPDR Fund (XLK) at 7.87%. This indicates that WD's price experiences larger fluctuations and is considered to be riskier than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.