XLB vs. GUNR
Compare and contrast key facts about Materials Select Sector SPDR ETF (XLB) and FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR).
XLB and GUNR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. GUNR is a passively managed fund by Northern Trust that tracks the performance of the Morningstar Global Upstream Natural Resources Index. It was launched on Sep 16, 2011. Both XLB and GUNR 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: XLB or GUNR.
Correlation
The correlation between XLB and GUNR is 0.68, 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
XLB vs. GUNR - Performance Comparison
Key characteristics
XLB:
-0.24
GUNR:
-0.28
XLB:
-0.21
GUNR:
-0.27
XLB:
0.97
GUNR:
0.96
XLB:
-0.20
GUNR:
-0.22
XLB:
-0.61
GUNR:
-0.63
XLB:
7.53%
GUNR:
8.18%
XLB:
19.44%
GUNR:
18.22%
XLB:
-59.83%
GUNR:
-45.64%
XLB:
-14.53%
GUNR:
-13.35%
Returns By Period
In the year-to-date period, XLB achieves a -1.34% return, which is significantly lower than GUNR's 5.36% return. Over the past 10 years, XLB has outperformed GUNR with an annualized return of 7.16%, while GUNR has yielded a comparatively lower 5.17% annualized return.
XLB
-1.34%
-4.68%
-11.19%
-5.34%
12.89%
7.16%
GUNR
5.36%
-2.59%
-4.35%
-5.95%
12.69%
5.17%
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XLB vs. GUNR - Expense Ratio Comparison
XLB has a 0.13% expense ratio, which is lower than GUNR's 0.46% expense ratio.
Risk-Adjusted Performance
XLB vs. GUNR — Risk-Adjusted Performance Rank
XLB
GUNR
XLB vs. GUNR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Materials Select Sector SPDR ETF (XLB) and FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR). 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
XLB vs. GUNR - Dividend Comparison
XLB's dividend yield for the trailing twelve months is around 2.05%, less than GUNR's 3.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLB Materials Select Sector SPDR ETF | 2.05% | 1.92% | 2.00% | 2.26% | 1.62% | 1.72% | 1.98% | 2.20% | 1.66% | 1.95% | 2.24% | 1.97% |
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 3.52% | 3.39% | 3.55% | 4.12% | 3.61% | 2.79% | 3.25% | 3.28% | 2.00% | 1.73% | 4.50% | 2.80% |
Drawdowns
XLB vs. GUNR - Drawdown Comparison
The maximum XLB drawdown since its inception was -59.83%, which is greater than GUNR's maximum drawdown of -45.64%. Use the drawdown chart below to compare losses from any high point for XLB and GUNR. For additional features, visit the drawdowns tool.
Volatility
XLB vs. GUNR - Volatility Comparison
Materials Select Sector SPDR ETF (XLB) has a higher volatility of 13.94% compared to FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) at 12.27%. This indicates that XLB's price experiences larger fluctuations and is considered to be riskier than GUNR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.