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XYL vs. IEX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between XYL and IEX is 0.66, 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.


-0.50.00.51.00.7

Performance

XYL vs. IEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xylem Inc. (XYL) and IDEX Corporation (IEX). The values are adjusted to include any dividend payments, if applicable.

500.00%550.00%600.00%650.00%700.00%AugustSeptemberOctoberNovemberDecember2025
498.94%
667.69%
XYL
IEX

Key characteristics

Sharpe Ratio

XYL:

0.37

IEX:

0.31

Sortino Ratio

XYL:

0.63

IEX:

0.60

Omega Ratio

XYL:

1.09

IEX:

1.07

Calmar Ratio

XYL:

0.38

IEX:

0.30

Martin Ratio

XYL:

0.86

IEX:

0.52

Ulcer Index

XYL:

9.35%

IEX:

12.48%

Daily Std Dev

XYL:

21.58%

IEX:

21.15%

Max Drawdown

XYL:

-46.69%

IEX:

-58.67%

Current Drawdown

XYL:

-16.03%

IEX:

-9.37%

Fundamentals

Market Cap

XYL:

$29.53B

IEX:

$16.66B

EPS

XYL:

$3.48

IEX:

$6.45

PE Ratio

XYL:

34.93

IEX:

34.10

PEG Ratio

XYL:

2.29

IEX:

2.30

Total Revenue (TTM)

XYL:

$6.31B

IEX:

$2.41B

Gross Profit (TTM)

XYL:

$2.36B

IEX:

$1.08B

EBITDA (TTM)

XYL:

$1.20B

IEX:

$640.80M

Returns By Period

In the year-to-date period, XYL achieves a 4.78% return, which is significantly lower than IEX's 5.10% return. Over the past 10 years, XYL has outperformed IEX with an annualized return of 15.00%, while IEX has yielded a comparatively lower 13.28% annualized return.


XYL

YTD

4.78%

1M

2.62%

6M

-13.21%

1Y

9.36%

5Y*

10.00%

10Y*

15.00%

IEX

YTD

5.10%

1M

3.28%

6M

7.24%

1Y

6.55%

5Y*

6.58%

10Y*

13.28%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

XYL vs. IEX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XYL
The Risk-Adjusted Performance Rank of XYL is 5656
Overall Rank
The Sharpe Ratio Rank of XYL is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of XYL is 5050
Sortino Ratio Rank
The Omega Ratio Rank of XYL is 5050
Omega Ratio Rank
The Calmar Ratio Rank of XYL is 6363
Calmar Ratio Rank
The Martin Ratio Rank of XYL is 5656
Martin Ratio Rank

IEX
The Risk-Adjusted Performance Rank of IEX is 5353
Overall Rank
The Sharpe Ratio Rank of IEX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of IEX is 4949
Sortino Ratio Rank
The Omega Ratio Rank of IEX is 4747
Omega Ratio Rank
The Calmar Ratio Rank of IEX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of IEX is 5252
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

XYL vs. IEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Xylem Inc. (XYL) and IDEX Corporation (IEX). 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.


Sharpe ratio
The chart of Sharpe ratio for XYL, currently valued at 0.37, compared to the broader market-2.000.002.004.000.370.31
The chart of Sortino ratio for XYL, currently valued at 0.63, compared to the broader market-4.00-2.000.002.004.006.000.630.60
The chart of Omega ratio for XYL, currently valued at 1.09, compared to the broader market0.501.001.502.001.091.07
The chart of Calmar ratio for XYL, currently valued at 0.38, compared to the broader market0.002.004.006.000.380.30
The chart of Martin ratio for XYL, currently valued at 0.86, compared to the broader market0.0010.0020.0030.000.860.52
XYL
IEX

The current XYL Sharpe Ratio is 0.37, which is comparable to the IEX Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of XYL and IEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00AugustSeptemberOctoberNovemberDecember2025
0.37
0.31
XYL
IEX

Dividends

XYL vs. IEX - Dividend Comparison

XYL's dividend yield for the trailing twelve months is around 1.18%, less than IEX's 1.25% yield.


TTM20242023202220212020201920182017201620152014
XYL
Xylem Inc.
1.18%1.24%1.15%1.09%0.93%1.02%1.22%1.26%1.06%1.25%1.55%1.34%
IEX
IDEX Corporation
1.25%1.29%1.16%1.02%0.90%1.00%1.12%1.31%1.10%1.49%1.62%1.37%

Drawdowns

XYL vs. IEX - Drawdown Comparison

The maximum XYL drawdown since its inception was -46.69%, smaller than the maximum IEX drawdown of -58.67%. Use the drawdown chart below to compare losses from any high point for XYL and IEX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%AugustSeptemberOctoberNovemberDecember2025
-16.03%
-9.37%
XYL
IEX

Volatility

XYL vs. IEX - Volatility Comparison

The current volatility for Xylem Inc. (XYL) is 4.42%, while IDEX Corporation (IEX) has a volatility of 5.05%. This indicates that XYL experiences smaller price fluctuations and is considered to be less risky than IEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
4.42%
5.05%
XYL
IEX

Financials

XYL vs. IEX - Financials Comparison

This section allows you to compare key financial metrics between Xylem Inc. and IDEX 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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