XLU vs. IS0E.DE
XLU (State Street Utilities Select Sector SPDR ETF) and IS0E.DE (iShares Gold Producers UCITS ETF) are both exchange-traded funds - XLU is a Utilities Equities fund tracking the Utilities Select Sector Index, while IS0E.DE is a Precious Metals fund tracking the S&P Commodity Producers Gold. Both are passively managed. Over the past 10 years, XLU returned 8.99%/yr vs 14.17%/yr for IS0E.DE. At a 0.14 correlation, their price movements are largely independent. XLU charges 0.08%/yr vs 0.55%/yr for IS0E.DE.
Performance
XLU vs. IS0E.DE - Performance Comparison
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Different Trading Currencies
XLU is traded in USD, while IS0E.DE is traded in EUR. To make them comparable, the IS0E.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XLU achieves a 2.66% return, which is significantly higher than IS0E.DE's -1.22% return. Over the past 10 years, XLU has underperformed IS0E.DE with an annualized return of 8.99%, while IS0E.DE has yielded a comparatively higher 14.17% annualized return.
XLU
- 1D
- -1.87%
- 1M
- -2.68%
- YTD
- 2.66%
- 6M
- 3.35%
- 1Y
- 10.26%
- 3Y*
- 12.85%
- 5Y*
- 9.10%
- 10Y*
- 8.99%
IS0E.DE
- 1D
- 0.99%
- 1M
- -7.66%
- YTD
- -1.22%
- 6M
- 7.09%
- 1Y
- 66.84%
- 3Y*
- 41.90%
- 5Y*
- 18.65%
- 10Y*
- 14.17%
XLU vs. IS0E.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XLU State Street Utilities Select Sector SPDR ETF | 2.66% | 16.03% | 23.31% | -7.18% | 1.44% | 17.70% | 0.51% | 25.93% | 3.94% | 12.05% |
IS0E.DE iShares Gold Producers UCITS ETF | -1.22% | 159.19% | 11.97% | 9.64% | -9.10% | -10.69% | 24.55% | 41.01% | -8.88% | 7.30% |
Correlation
The correlation between XLU and IS0E.DE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2012 | 0.14 |
The correlation between XLU and IS0E.DE shifts across timeframes, from 0.14 (all time) to 0.27 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
XLU vs. IS0E.DE — Risk / Return Rank
XLU
IS0E.DE
XLU vs. IS0E.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Utilities Select Sector SPDR ETF (XLU) and iShares Gold Producers UCITS ETF (IS0E.DE). 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.
| XLU | IS0E.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.24 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.12 | 2.15 | -1.03 |
| Martin ratioReturn relative to average drawdown | 2.47 | 5.42 | -2.94 |
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
| XLU | IS0E.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.26 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.51 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.41 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.14 | +0.26 |
Drawdowns
XLU vs. IS0E.DE - Drawdown Comparison
The maximum XLU drawdown since its inception was -51.98%, smaller than the maximum IS0E.DE drawdown of -75.35%. Use the drawdown chart below to compare losses from any high point for XLU and IS0E.DE.
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Drawdown Indicators
| XLU | IS0E.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.98% | -75.35% | +23.37% |
Max Drawdown (1Y)Largest decline over 1 year | -9.18% | -28.77% | +19.59% |
Max Drawdown (3Y)Largest decline over 3 years | -17.26% | -28.77% | +11.51% |
Max Drawdown (5Y)Largest decline over 5 years | -25.26% | -45.16% | +19.90% |
Max Drawdown (10Y)Largest decline over 10 years | -36.07% | -51.30% | +15.23% |
Current DrawdownCurrent decline from peak | -8.18% | -24.28% | +16.10% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -40.13% | +29.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.16% | 11.42% | -7.26% |
Volatility
XLU vs. IS0E.DE - Volatility Comparison
The current volatility for State Street Utilities Select Sector SPDR ETF (XLU) is 5.60%, while iShares Gold Producers UCITS ETF (IS0E.DE) has a volatility of 13.44%. This indicates that XLU experiences smaller price fluctuations and is considered to be less risky than IS0E.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XLU | IS0E.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 13.44% | -7.84% |
Volatility (6M)Calculated over the trailing 6-month period | 11.70% | 34.90% | -23.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 49.04% | -34.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.34% | 36.08% | -18.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.27% | 34.40% | -15.13% |
XLU vs. IS0E.DE - Expense Ratio Comparison
XLU has a 0.08% expense ratio, which is lower than IS0E.DE's 0.55% expense ratio.
Dividends
XLU vs. IS0E.DE - Dividend Comparison
XLU's dividend yield for the trailing twelve months is around 2.73%, while IS0E.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS0E.DE iShares Gold Producers UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLU State Street Utilities Select Sector SPDR ETF | 2.73% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Frequently Asked Questions
XLU and IS0E.DE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLU is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLU is cheaper with a 0.08% expense ratio, compared with 0.55% for IS0E.DE.
XLU is categorized as Utilities Equities, while IS0E.DE is Precious Metals. XLU tracks Utilities Select Sector Index, while IS0E.DE tracks S&P Commodity Producers Gold. They also come from different issuers: State Street and iShares. Their fees differ too: 0.08% for XLU and 0.55% for IS0E.DE.
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