XPL vs. XLU
Compare and contrast key facts about Solitario Zinc Corp. (XPL) and Utilities Select Sector SPDR Fund (XLU).
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.
Performance
XPL vs. XLU - Performance Comparison
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XPL vs. XLU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XPL Solitario Zinc Corp. | 17.68% | 17.21% | 6.14% | -9.68% | 24.04% | -11.10% | 87.37% | 29.19% | -61.45% | -2.81% |
XLU Utilities Select Sector SPDR Fund | 8.77% | 16.03% | 23.31% | -7.18% | 1.44% | 17.70% | 0.51% | 25.93% | 3.94% | 12.05% |
Returns By Period
In the year-to-date period, XPL achieves a 17.68% return, which is significantly higher than XLU's 8.77% return. Over the past 10 years, XPL has underperformed XLU with an annualized return of 5.61%, while XLU has yielded a comparatively higher 9.79% annualized return.
XPL
- 1D
- 5.13%
- 1M
- 5.53%
- YTD
- 17.68%
- 6M
- 17.48%
- 1Y
- 36.67%
- 3Y*
- 7.40%
- 5Y*
- -0.71%
- 10Y*
- 5.61%
XLU
- 1D
- 0.48%
- 1M
- -1.98%
- YTD
- 8.77%
- 6M
- 6.26%
- 1Y
- 19.98%
- 3Y*
- 14.30%
- 5Y*
- 10.90%
- 10Y*
- 9.79%
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Return for Risk
XPL vs. XLU — Risk / Return Rank
XPL
XLU
XPL vs. XLU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Solitario Zinc Corp. (XPL) and Utilities Select Sector SPDR Fund (XLU). 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.
| XPL | XLU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.27 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.73 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 2.21 | -1.22 |
Martin ratioReturn relative to average drawdown | 2.49 | 5.31 | -2.82 |
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
| XPL | XLU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.27 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.64 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | 0.51 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.10 | 0.41 | -0.52 |
Correlation
The correlation between XPL and XLU is 0.06, 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
XPL vs. XLU - Dividend Comparison
XPL has not paid dividends to shareholders, while XLU's dividend yield for the trailing twelve months is around 2.58%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XPL Solitario Zinc Corp. | 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 Utilities Select Sector SPDR Fund | 2.58% | 2.71% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.41% | 3.67% |
Drawdowns
XPL vs. XLU - Drawdown Comparison
The maximum XPL drawdown since its inception was -97.46%, which is greater than XLU's maximum drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for XPL and XLU.
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Drawdown Indicators
| XPL | XLU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.46% | -51.98% | -45.48% |
Max Drawdown (1Y)Largest decline over 1 year | -34.41% | -9.18% | -25.23% |
Max Drawdown (5Y)Largest decline over 5 years | -51.13% | -25.26% | -25.87% |
Max Drawdown (10Y)Largest decline over 10 years | -83.21% | -36.07% | -47.14% |
Current DrawdownCurrent decline from peak | -86.36% | -2.72% | -83.64% |
Average DrawdownAverage peak-to-trough decline | -75.81% | -10.26% | -65.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.60% | 3.82% | +9.78% |
Volatility
XPL vs. XLU - Volatility Comparison
Solitario Zinc Corp. (XPL) has a higher volatility of 20.46% compared to Utilities Select Sector SPDR Fund (XLU) at 5.09%. This indicates that XPL's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XPL | XLU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.46% | 5.09% | +15.37% |
Volatility (6M)Calculated over the trailing 6-month period | 44.52% | 10.36% | +34.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 58.42% | 15.79% | +42.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.97% | 17.18% | +38.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 66.11% | 19.21% | +46.90% |