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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XPL or XLU.
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.
Performance
XPL vs. XLU - Performance Comparison
Key characteristics
XPL:
0.68
XLU:
2.27
XPL:
1.40
XLU:
3.06
XPL:
1.17
XLU:
1.39
XPL:
0.46
XLU:
1.90
XPL:
1.93
XLU:
10.20
XPL:
21.95%
XLU:
3.44%
XPL:
62.01%
XLU:
15.49%
XPL:
-97.46%
XLU:
-52.27%
XPL:
-87.69%
XLU:
-2.42%
Returns By Period
In the year-to-date period, XPL achieves a 25.42% return, which is significantly higher than XLU's 6.04% return. Over the past 10 years, XPL has underperformed XLU with an annualized return of -1.23%, while XLU has yielded a comparatively higher 9.34% annualized return.
XPL
25.42%
13.85%
-11.90%
45.10%
17.88%
-1.23%
XLU
6.04%
1.80%
8.20%
35.33%
6.03%
9.34%
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Risk-Adjusted Performance
XPL vs. XLU — Risk-Adjusted Performance Rank
XPL
XLU
XPL vs. XLU - Risk-Adjusted Performance 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.
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 2.79%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 2.79% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
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 -52.27%. Use the drawdown chart below to compare losses from any high point for XPL and XLU. For additional features, visit the drawdowns tool.
Volatility
XPL vs. XLU - Volatility Comparison
Solitario Zinc Corp. (XPL) has a higher volatility of 16.25% compared to Utilities Select Sector SPDR Fund (XLU) at 5.14%. 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.