XLF vs. KWT
Compare and contrast key facts about Financial Select Sector SPDR Fund (XLF) and iShares MSCI Kuwait ETF (KWT).
XLF and KWT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. KWT is a passively managed fund by iShares that tracks the performance of the MSCI All Kuwait Select Size Liquidity Capped Index. It was launched on Sep 1, 2020. Both XLF and KWT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XLF vs. KWT - Performance Comparison
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XLF vs. KWT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XLF Financial Select Sector SPDR Fund | -9.40% | 14.90% | 30.56% | 12.03% | -10.59% | 34.80% | 18.73% |
KWT iShares MSCI Kuwait ETF | -5.58% | 25.38% | 11.29% | -4.71% | 5.16% | 30.73% | 9.07% |
Returns By Period
In the year-to-date period, XLF achieves a -9.40% return, which is significantly lower than KWT's -5.58% return.
XLF
- 1D
- 2.09%
- 1M
- -3.51%
- YTD
- -9.40%
- 6M
- -7.56%
- 1Y
- 0.65%
- 3Y*
- 17.25%
- 5Y*
- 9.34%
- 10Y*
- 12.44%
KWT
- 1D
- 1.57%
- 1M
- -4.87%
- YTD
- -5.58%
- 6M
- -5.74%
- 1Y
- 6.96%
- 3Y*
- 8.85%
- 5Y*
- 10.06%
- 10Y*
- —
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XLF vs. KWT - Expense Ratio Comparison
XLF has a 0.13% expense ratio, which is lower than KWT's 0.74% expense ratio.
Return for Risk
XLF vs. KWT — Risk / Return Rank
XLF
KWT
XLF vs. KWT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Financial Select Sector SPDR Fund (XLF) and iShares MSCI Kuwait ETF (KWT). 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.
| XLF | KWT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.03 | 0.47 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.18 | 0.75 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.11 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 0.63 | -0.50 |
Martin ratioReturn relative to average drawdown | 0.38 | 1.69 | -1.30 |
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
| XLF | KWT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | 0.47 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.74 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.86 | -0.66 |
Correlation
The correlation between XLF and KWT 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.
Dividends
XLF vs. KWT - Dividend Comparison
XLF's dividend yield for the trailing twelve months is around 1.60%, less than KWT's 5.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLF Financial Select Sector SPDR Fund | 1.60% | 1.31% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.87% | 2.08% | 1.48% | 21.10% | 1.95% |
KWT iShares MSCI Kuwait ETF | 5.72% | 5.40% | 6.09% | 2.25% | 5.87% | 7.65% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XLF vs. KWT - Drawdown Comparison
The maximum XLF drawdown since its inception was -82.69%, which is greater than KWT's maximum drawdown of -24.37%. Use the drawdown chart below to compare losses from any high point for XLF and KWT.
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Drawdown Indicators
| XLF | KWT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.69% | -24.37% | -58.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.79% | -11.54% | -3.25% |
Max Drawdown (5Y)Largest decline over 5 years | -25.81% | -24.37% | -1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -42.86% | — | — |
Current DrawdownCurrent decline from peak | -12.01% | -10.14% | -1.87% |
Average DrawdownAverage peak-to-trough decline | -20.10% | -7.36% | -12.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 4.29% | +0.61% |
Volatility
XLF vs. KWT - Volatility Comparison
Financial Select Sector SPDR Fund (XLF) has a higher volatility of 4.75% compared to iShares MSCI Kuwait ETF (KWT) at 4.32%. This indicates that XLF's price experiences larger fluctuations and is considered to be riskier than KWT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XLF | KWT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 4.32% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 11.45% | 11.09% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.29% | 14.87% | +4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.69% | 13.61% | +5.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.19% | 13.99% | +8.20% |