WRB vs. XLU
Compare and contrast key facts about W. R. Berkley Corporation (WRB) 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: WRB or XLU.
Correlation
The correlation between WRB and XLU is 0.35, 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
WRB vs. XLU - Performance Comparison
Key characteristics
WRB:
1.08
XLU:
2.05
WRB:
1.52
XLU:
2.80
WRB:
1.22
XLU:
1.35
WRB:
1.80
XLU:
1.63
WRB:
3.65
XLU:
9.74
WRB:
6.58%
XLU:
3.26%
WRB:
22.17%
XLU:
15.51%
WRB:
-69.20%
XLU:
-52.27%
WRB:
-7.49%
XLU:
-4.14%
Returns By Period
In the year-to-date period, WRB achieves a 1.67% return, which is significantly lower than XLU's 4.16% return. Over the past 10 years, WRB has outperformed XLU with an annualized return of 17.45%, while XLU has yielded a comparatively lower 8.36% annualized return.
WRB
1.67%
1.59%
16.60%
21.42%
15.82%
17.45%
XLU
4.16%
4.01%
13.17%
33.39%
6.50%
8.36%
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Risk-Adjusted Performance
WRB vs. XLU — Risk-Adjusted Performance Rank
WRB
XLU
WRB vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for W. R. Berkley Corporation (WRB) 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
WRB vs. XLU - Dividend Comparison
WRB's dividend yield for the trailing twelve months is around 2.35%, less than XLU's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WRB W. R. Berkley Corporation | 2.35% | 2.39% | 2.73% | 1.22% | 2.44% | 0.71% | 2.43% | 2.83% | 2.16% | 2.27% | 0.86% | 2.79% |
XLU Utilities Select Sector SPDR Fund | 2.84% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
WRB vs. XLU - Drawdown Comparison
The maximum WRB drawdown since its inception was -69.20%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for WRB and XLU. For additional features, visit the drawdowns tool.
Volatility
WRB vs. XLU - Volatility Comparison
W. R. Berkley Corporation (WRB) has a higher volatility of 5.71% compared to Utilities Select Sector SPDR Fund (XLU) at 4.98%. This indicates that WRB'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.