XYL vs. CVX
XYL (Xylem Inc.) and CVX (Chevron Corporation) are both stocks. XYL operates in Specialty Industrial Machinery (Industrials), while CVX operates in Oil & Gas Integrated (Energy). Over the past 10 years, XYL returned 10.54%/yr vs 10.94%/yr for CVX. At a 0.36 correlation, their price movements are largely independent.
Performance
XYL vs. CVX - Performance Comparison
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Returns By Period
In the year-to-date period, XYL achieves a -18.57% return, which is significantly lower than CVX's 25.18% return. Both investments have delivered pretty close results over the past 10 years, with XYL having a 10.54% annualized return and CVX not far ahead at 10.94%.
XYL
- 1D
- 0.94%
- 1M
- 1.38%
- YTD
- -18.57%
- 6M
- -19.12%
- 1Y
- -12.41%
- 3Y*
- 1.00%
- 5Y*
- -0.21%
- 10Y*
- 10.54%
CVX
- 1D
- 0.75%
- 1M
- 1.58%
- YTD
- 25.18%
- 6M
- 27.20%
- 1Y
- 34.55%
- 3Y*
- 10.25%
- 5Y*
- 16.33%
- 10Y*
- 10.94%
XYL vs. CVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XYL Xylem Inc. | -18.57% | 18.78% | 2.57% | 4.77% | -6.60% | 18.94% | 30.90% | 19.59% | -1.01% | 39.50% |
CVX Chevron Corporation | 25.18% | 10.10% | 1.29% | -13.63% | 58.46% | 46.24% | -25.95% | 15.27% | -9.75% | 10.59% |
Correlation
The correlation between XYL and CVX is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Oct 13, 2011 | 0.36 |
The correlation between XYL and CVX shifts across timeframes, from -0.13 (1 year) to 0.36 (all time), reflecting how their relationship changes across market environments.
Fundamentals
XYL:
$26.79B
CVX:
$371.80B
XYL:
$4.02
CVX:
$5.75
XYL:
27.36
CVX:
32.54
XYL:
1.72
CVX:
3.17
XYL:
3.85
CVX:
1.93
XYL:
2.44
CVX:
2.02
XYL:
$6.97B
CVX:
$185.89B
XYL:
$2.71B
CVX:
$47.27B
XYL:
$1.41B
CVX:
$40.44B
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Return for Risk
XYL vs. CVX — Risk / Return Rank
XYL
CVX
XYL vs. CVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xylem Inc. (XYL) and Chevron Corporation (CVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XYL | CVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.08 | ||
| Sortino ratioReturn per unit of downside risk | -2.71 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.27 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.41 | 2.48 | -2.90 |
| Martin ratioReturn relative to average drawdown | -0.92 | 6.10 | -7.01 |
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Drawdowns
XYL vs. CVX - Drawdown Comparison
The maximum XYL drawdown since its inception was -46.69%, smaller than the maximum CVX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for XYL and CVX.
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Drawdown Indicators
| XYL | CVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.69% | -55.77% | +9.08% |
Max Drawdown (1Y)Largest decline over 1 year | -30.04% | -13.99% | -16.05% |
Max Drawdown (3Y)Largest decline over 3 years | -30.04% | -20.64% | -9.40% |
Max Drawdown (5Y)Largest decline over 5 years | -46.69% | -24.95% | -21.74% |
Max Drawdown (10Y)Largest decline over 10 years | -46.69% | -55.77% | +9.08% |
Current DrawdownCurrent decline from peak | -27.30% | -10.52% | -16.78% |
Average DrawdownAverage peak-to-trough decline | -10.40% | -11.39% | +0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.54% | 5.68% | +7.86% |
Volatility
XYL vs. CVX - Volatility Comparison
The current volatility for Xylem Inc. (XYL) is 6.01%, while Chevron Corporation (CVX) has a volatility of 7.62%. This indicates that XYL experiences smaller price fluctuations and is considered to be less risky than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XYL | CVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 7.62% | -1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 19.34% | 17.86% | +1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.52% | 22.06% | +2.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.08% | 25.15% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.30% | 29.16% | -1.86% |
Dividends
XYL vs. CVX - Dividend Comparison
XYL's dividend yield for the trailing twelve months is around 1.51%, less than CVX's 3.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVX Chevron Corporation | 3.73% | 4.49% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% |
XYL Xylem Inc. | 1.51% | 1.17% | 1.24% | 1.15% | 1.09% | 0.93% | 1.02% | 1.22% | 1.26% | 1.06% | 1.25% | 1.54% |
Financials
XYL vs. CVX - Financials Comparison
This section allows you to compare key financial metrics between Xylem Inc. and Chevron Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
XYL and CVX have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CVX has higher volatility (7.62%) compared to XYL (6.01%). In terms of maximum drawdown, XYL dropped -46.69% vs CVX's -55.77%.
CVX currently has the higher Sharpe Ratio (1.57 vs -0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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