XEL vs. EXC
XEL (Xcel Energy Inc.) and EXC (Exelon Corporation) are both stocks. Both are in the Utilities sector — XEL in Utilities - Regulated Electric, EXC in Utilities - Diversified. Over the past 10 years, XEL returned 9.48%/yr vs 10.39%/yr for EXC. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
XEL vs. EXC - Performance Comparison
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Returns By Period
In the year-to-date period, XEL achieves a 8.30% return, which is significantly higher than EXC's 7.29% return. Over the past 10 years, XEL has underperformed EXC with an annualized return of 9.48%, while EXC has yielded a comparatively higher 10.39% annualized return.
XEL
- 1D
- 1.81%
- 1M
- -2.07%
- YTD
- 8.30%
- 6M
- 9.15%
- 1Y
- 21.91%
- 3Y*
- 12.01%
- 5Y*
- 6.89%
- 10Y*
- 9.48%
EXC
- 1D
- 0.28%
- 1M
- 0.31%
- YTD
- 7.29%
- 6M
- 7.39%
- 1Y
- 11.73%
- 3Y*
- 9.20%
- 5Y*
- 11.93%
- 10Y*
- 10.39%
XEL vs. EXC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XEL Xcel Energy Inc. | 8.30% | 13.89% | 12.32% | -8.67% | 6.44% | 4.40% | 7.77% | 32.37% | 5.88% | 21.91% |
EXC Exelon Corporation | 7.29% | 20.02% | 10.29% | -13.96% | 8.29% | 41.48% | -3.87% | 4.27% | 18.33% | 15.08% |
Correlation
The correlation between XEL and EXC is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Sep 24, 1985 | 0.53 |
The correlation between XEL and EXC shifts across timeframes, from 0.53 (all time) to 0.68 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
XEL:
$49.34B
EXC:
$47.13B
XEL:
$3.50
EXC:
$2.74
XEL:
22.49
EXC:
16.75
XEL:
5.80
EXC:
1.36
XEL:
3.18
EXC:
1.88
XEL:
2.07
EXC:
1.61
XEL:
$14.78B
EXC:
$24.79B
XEL:
$1.88B
EXC:
$7.32B
XEL:
$6.26B
EXC:
$7.82B
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Return for Risk
XEL vs. EXC — Risk / Return Rank
XEL
EXC
XEL vs. EXC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xcel Energy Inc. (XEL) and Exelon Corporation (EXC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XEL | EXC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.12 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 0.86 | +1.06 |
| Martin ratioReturn relative to average drawdown | 4.89 | 2.04 | +2.85 |
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Drawdowns
XEL vs. EXC - Drawdown Comparison
The maximum XEL drawdown since its inception was -80.64%, which is greater than EXC's maximum drawdown of -62.27%. Use the drawdown chart below to compare losses from any high point for XEL and EXC.
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Drawdown Indicators
| XEL | EXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.64% | -62.27% | -18.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -13.74% | +2.24% |
Max Drawdown (3Y)Largest decline over 3 years | -24.42% | -20.74% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -29.06% | -5.35% |
Max Drawdown (10Y)Largest decline over 10 years | -34.41% | -40.04% | +5.63% |
Current DrawdownCurrent decline from peak | -4.67% | -7.79% | +3.12% |
Average DrawdownAverage peak-to-trough decline | -11.31% | -20.03% | +8.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 5.75% | -1.26% |
Volatility
XEL vs. EXC - Volatility Comparison
Xcel Energy Inc. (XEL) has a higher volatility of 6.64% compared to Exelon Corporation (EXC) at 5.79%. This indicates that XEL's price experiences larger fluctuations and is considered to be riskier than EXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XEL | EXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.64% | 5.79% | +0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 14.34% | 14.49% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.14% | 18.34% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.80% | 20.65% | +0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.72% | 23.95% | -2.23% |
Dividends
XEL vs. EXC - Dividend Comparison
XEL's dividend yield for the trailing twelve months is around 2.95%, less than EXC's 3.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXC Exelon Corporation | 3.57% | 3.67% | 5.05% | 4.01% | 3.12% | 2.65% | 3.62% | 3.18% | 3.06% | 3.32% | 3.56% | 4.47% |
XEL Xcel Energy Inc. | 2.95% | 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. EXC - Financials Comparison
This section allows you to compare key financial metrics between Xcel Energy Inc. and Exelon Corporation. 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. EXC - 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%.
EXC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Exelon Corporation reported a gross profit of 3.39B and revenue of 7.24B. Therefore, the gross margin over that period was 46.9%.
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%.
EXC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Exelon Corporation reported an operating income of 1.61B and revenue of 7.24B, resulting in an operating margin of 22.2%.
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%.
EXC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Exelon Corporation reported a net income of 919.00M and revenue of 7.24B, resulting in a net margin of 12.7%.
Frequently Asked Questions
XEL and EXC have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XEL has higher volatility (6.64%) compared to EXC (5.79%). In terms of maximum drawdown, XEL dropped -80.64% vs EXC's -62.27%.
XEL currently has the higher Sharpe Ratio (1.15 vs 0.64), 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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