XEL vs. AVGO
XEL (Xcel Energy Inc.) and AVGO (Broadcom Inc.) are both stocks. XEL operates in Utilities - Regulated Electric (Utilities), while AVGO operates in Semiconductors (Technology). Over the past 10 years, XEL returned 9.46%/yr vs 41.32%/yr for AVGO. At a 0.11 correlation, their price movements are largely independent.
Performance
XEL vs. AVGO - Performance Comparison
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Returns By Period
In the year-to-date period, XEL achieves a 5.87% return, which is significantly lower than AVGO's 14.83% return. Over the past 10 years, XEL has underperformed AVGO with an annualized return of 9.46%, while AVGO has yielded a comparatively higher 41.32% annualized return.
XEL
- 1D
- -1.80%
- 1M
- -2.23%
- YTD
- 5.87%
- 6M
- 4.05%
- 1Y
- 16.88%
- 3Y*
- 10.68%
- 5Y*
- 5.57%
- 10Y*
- 9.46%
AVGO
- 1D
- 2.82%
- 1M
- -7.77%
- YTD
- 14.83%
- 6M
- -0.72%
- 1Y
- 61.91%
- 3Y*
- 72.46%
- 5Y*
- 56.70%
- 10Y*
- 41.32%
XEL vs. AVGO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XEL Xcel Energy Inc. | 5.87% | 13.89% | 12.32% | -8.67% | 6.44% | 4.40% | 7.77% | 32.37% | 5.88% | 21.91% |
AVGO Broadcom Inc. | 14.83% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
Correlation
The correlation between XEL and AVGO is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.01 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2009 | 0.11 |
The correlation between XEL and AVGO shifts across timeframes, from -0.15 (3 years) to 0.11 (all time), reflecting how their relationship changes across market environments.
Fundamentals
XEL:
$48.59B
AVGO:
$1.93T
XEL:
$3.50
AVGO:
$6.01
XEL:
22.15
AVGO:
65.99
XEL:
5.71
AVGO:
0.82
XEL:
3.13
AVGO:
25.64
XEL:
2.04
AVGO:
22.05
XEL:
$14.78B
AVGO:
$75.47B
XEL:
$1.88B
AVGO:
$50.53B
XEL:
$6.26B
AVGO:
$41.76B
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Return for Risk
XEL vs. AVGO — Risk / Return Rank
XEL
AVGO
XEL vs. AVGO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xcel Energy Inc. (XEL) and Broadcom Inc. (AVGO). 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.
| XEL | AVGO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.26 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.47 | 2.17 | -0.70 |
| Martin ratioReturn relative to average drawdown | 3.86 | 5.16 | -1.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XEL | AVGO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.38 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 1.32 | -1.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 1.05 | -0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 1.09 | -0.68 |
Drawdowns
XEL vs. AVGO - Drawdown Comparison
The maximum XEL drawdown since its inception was -80.64%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for XEL and AVGO.
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Drawdown Indicators
| XEL | AVGO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.64% | -48.30% | -32.34% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -28.67% | +17.17% |
Max Drawdown (3Y)Largest decline over 3 years | -24.42% | -41.15% | +16.73% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -41.15% | +6.74% |
Max Drawdown (10Y)Largest decline over 10 years | -34.41% | -48.30% | +13.89% |
Current DrawdownCurrent decline from peak | -6.81% | -17.64% | +10.83% |
Average DrawdownAverage peak-to-trough decline | -11.32% | -7.97% | -3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 12.03% | -7.64% |
Volatility
XEL vs. AVGO - Volatility Comparison
The current volatility for Xcel Energy Inc. (XEL) is 7.09%, while Broadcom Inc. (AVGO) has a volatility of 20.09%. This indicates that XEL experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XEL | AVGO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 20.09% | -13.00% |
Volatility (6M)Calculated over the trailing 6-month period | 14.55% | 34.69% | -20.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.18% | 45.31% | -26.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.81% | 43.31% | -22.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.70% | 39.48% | -17.78% |
Dividends
XEL vs. AVGO - Dividend Comparison
XEL's dividend yield for the trailing twelve months is around 2.97%, more than AVGO's 0.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 0.63% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
XEL Xcel Energy Inc. | 2.97% | 3.83% | 2.43% | 3.36% | 2.78% | 2.70% | 2.58% | 2.55% | 3.09% | 2.99% | 3.34% | 3.56% |
Financials
XEL vs. AVGO - Financials Comparison
This section allows you to compare key financial metrics between Xcel Energy Inc. and Broadcom Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
XEL vs. AVGO - Profitability Comparison
XEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Xcel Energy Inc. reported a gross profit of 0.00 and revenue of 4.02B. Therefore, the gross margin over that period was 0.0%.
AVGO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.
XEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Xcel Energy Inc. reported an operating income of 754.00M and revenue of 4.02B, resulting in an operating margin of 18.8%.
AVGO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.
XEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Xcel Energy Inc. reported a net income of 556.00M and revenue of 4.02B, resulting in a net margin of 13.8%.
AVGO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.
Frequently Asked Questions
XEL and AVGO have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (20.09%) compared to XEL (7.09%). In terms of maximum drawdown, XEL dropped -80.64% vs AVGO's -48.30%.
AVGO currently has the higher Sharpe Ratio (1.38 vs 0.89), 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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