XUT.TO vs. XLU
Compare and contrast key facts about iShares S&P/TSX Capped Utilities Index ETF (XUT.TO) and Utilities Select Sector SPDR Fund (XLU).
XUT.TO and XLU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XUT.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Apr 12, 2011. 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. Both XUT.TO and XLU are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XUT.TO or XLU.
Correlation
The correlation between XUT.TO and XLU is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XUT.TO vs. XLU - Performance Comparison
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Key characteristics
XUT.TO:
1.48
XLU:
0.87
XUT.TO:
2.07
XLU:
1.31
XUT.TO:
1.27
XLU:
1.17
XUT.TO:
0.91
XLU:
1.50
XUT.TO:
6.42
XLU:
3.81
XUT.TO:
2.88%
XLU:
4.13%
XUT.TO:
12.75%
XLU:
17.38%
XUT.TO:
-37.65%
XLU:
-52.27%
XUT.TO:
-0.07%
XLU:
-1.82%
Returns By Period
The year-to-date returns for both stocks are quite close, with XUT.TO having a 8.38% return and XLU slightly lower at 8.12%. Over the past 10 years, XUT.TO has underperformed XLU with an annualized return of 7.56%, while XLU has yielded a comparatively higher 9.71% annualized return.
XUT.TO
8.38%
4.87%
7.58%
18.48%
1.07%
7.27%
7.56%
XLU
8.12%
7.02%
2.52%
14.92%
7.56%
10.97%
9.71%
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XUT.TO vs. XLU - Expense Ratio Comparison
XUT.TO has a 0.61% expense ratio, which is higher than XLU's 0.13% expense ratio.
Risk-Adjusted Performance
XUT.TO vs. XLU — Risk-Adjusted Performance Rank
XUT.TO
XLU
XUT.TO vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX Capped Utilities Index ETF (XUT.TO) 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.
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Dividends
XUT.TO vs. XLU - Dividend Comparison
XUT.TO's dividend yield for the trailing twelve months is around 4.28%, more than XLU's 2.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XUT.TO iShares S&P/TSX Capped Utilities Index ETF | 4.28% | 4.00% | 3.90% | 3.80% | 2.99% | 4.43% | 3.51% | 4.45% | 3.51% | 3.68% | 3.98% | 3.52% |
XLU Utilities Select Sector SPDR Fund | 2.80% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
XUT.TO vs. XLU - Drawdown Comparison
The maximum XUT.TO drawdown since its inception was -37.65%, smaller than the maximum XLU drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for XUT.TO and XLU. For additional features, visit the drawdowns tool.
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Volatility
XUT.TO vs. XLU - Volatility Comparison
The current volatility for iShares S&P/TSX Capped Utilities Index ETF (XUT.TO) is 2.44%, while Utilities Select Sector SPDR Fund (XLU) has a volatility of 3.90%. This indicates that XUT.TO experiences smaller price fluctuations and is considered to be less risky than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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