XLF vs. BAC
Compare and contrast key facts about Financial Select Sector SPDR Fund (XLF) and Bank of America Corporation (BAC).
XLF is a passively managed fund by State Street that tracks the performance of the Financial 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: XLF or BAC.
Correlation
The correlation between XLF and BAC is 0.64, 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
XLF vs. BAC - Performance Comparison
Key characteristics
XLF:
1.12
BAC:
0.46
XLF:
1.65
BAC:
0.80
XLF:
1.24
BAC:
1.12
XLF:
1.50
BAC:
0.48
XLF:
5.72
BAC:
1.44
XLF:
4.07%
BAC:
9.10%
XLF:
20.23%
BAC:
28.69%
XLF:
-82.43%
BAC:
-93.45%
XLF:
-4.12%
BAC:
-12.31%
Returns By Period
In the year-to-date period, XLF achieves a 3.54% return, which is significantly higher than BAC's -4.75% return. Over the past 10 years, XLF has outperformed BAC with an annualized return of 14.13%, while BAC has yielded a comparatively lower 12.07% annualized return.
XLF
3.54%
13.52%
3.09%
22.43%
19.75%
14.13%
BAC
-4.75%
18.76%
-5.97%
13.04%
14.90%
12.07%
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Risk-Adjusted Performance
XLF vs. BAC — Risk-Adjusted Performance Rank
XLF
BAC
XLF vs. BAC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Financial Select Sector SPDR Fund (XLF) and Bank of America Corporation (BAC). 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
XLF vs. BAC - Dividend Comparison
XLF's dividend yield for the trailing twelve months is around 1.43%, less than BAC's 2.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLF Financial Select Sector SPDR Fund | 1.43% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% |
BAC Bank of America Corporation | 2.45% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% |
Drawdowns
XLF vs. BAC - Drawdown Comparison
The maximum XLF drawdown since its inception was -82.43%, smaller than the maximum BAC drawdown of -93.45%. Use the drawdown chart below to compare losses from any high point for XLF and BAC. For additional features, visit the drawdowns tool.
Volatility
XLF vs. BAC - Volatility Comparison
Financial Select Sector SPDR Fund (XLF) and Bank of America Corporation (BAC) have volatilities of 9.44% and 9.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.