Correlation
The correlation between XLU and UTES is 0.38, 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.
XLU vs. UTES
Compare and contrast key facts about Utilities Select Sector SPDR Fund (XLU) and Virtus Reaves Utilities ETF (UTES).
XLU and UTES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLU is a passively managed fund by State Street that tracks the performance of the Utilities Select Sector Index. It was launched on Dec 16, 1998. UTES is an actively managed fund by Virtus Investment Partners. It was launched on Sep 23, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XLU or UTES.
Performance
XLU vs. UTES - Performance Comparison
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Key characteristics
XLU:
0.96
UTES:
1.35
XLU:
1.62
UTES:
1.87
XLU:
1.21
UTES:
1.27
XLU:
1.91
UTES:
2.14
XLU:
4.90
UTES:
6.21
XLU:
4.11%
UTES:
6.06%
XLU:
17.27%
UTES:
26.00%
XLU:
-52.27%
UTES:
-35.39%
XLU:
-0.71%
UTES:
0.00%
Returns By Period
In the year-to-date period, XLU achieves a 9.35% return, which is significantly lower than UTES's 15.61% return.
XLU
9.35%
3.05%
2.83%
16.46%
6.69%
9.33%
10.30%
UTES
15.61%
7.28%
8.34%
34.79%
17.19%
16.17%
N/A
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XLU vs. UTES - Expense Ratio Comparison
XLU has a 0.13% expense ratio, which is lower than UTES's 0.49% expense ratio.
Risk-Adjusted Performance
XLU vs. UTES — Risk-Adjusted Performance Rank
XLU
UTES
XLU vs. UTES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Utilities Select Sector SPDR Fund (XLU) and Virtus Reaves Utilities ETF (UTES). 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.
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Dividends
XLU vs. UTES - Dividend Comparison
XLU's dividend yield for the trailing twelve months is around 2.77%, more than UTES's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLU Utilities Select Sector SPDR Fund | 2.77% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
UTES Virtus Reaves Utilities ETF | 1.31% | 1.51% | 2.44% | 2.13% | 1.94% | 2.09% | 1.84% | 2.16% | 2.81% | 3.28% | 0.61% | 0.00% |
Drawdowns
XLU vs. UTES - Drawdown Comparison
The maximum XLU drawdown since its inception was -52.27%, which is greater than UTES's maximum drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for XLU and UTES.
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Volatility
XLU vs. UTES - Volatility Comparison
Utilities Select Sector SPDR Fund (XLU) and Virtus Reaves Utilities ETF (UTES) have volatilities of 4.66% and 4.79%, 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.
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