XYL vs. IEX
XYL (Xylem Inc.) and IEX (IDEX Corporation) are both stocks. Both operate in the Specialty Industrial Machinery industry within the Industrials sector. Over the past 10 years, XYL returned 11.03%/yr vs 11.29%/yr for IEX. Their 0.66 correlation means they have sometimes moved together and sometimes differently.
Performance
XYL vs. IEX - Performance Comparison
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Returns By Period
In the year-to-date period, XYL achieves a -13.48% return, which is significantly lower than IEX's 30.87% return. Both investments have delivered pretty close results over the past 10 years, with XYL having a 11.03% annualized return and IEX not far ahead at 11.29%.
XYL
- 1D
- 0.13%
- 1M
- -0.97%
- 6M
- -14.54%
- YTD
- -13.48%
- 1Y
- -16.66%
- 3Y*
- 2.73%
- 5Y*
- -0.26%
- 10Y*
- 11.03%
- ALL TIME*
- 12.95%
IEX
- 1D
- -1.42%
- 1M
- 3.30%
- 6M
- 16.86%
- YTD
- 30.87%
- 1Y
- 46.98%
- 3Y*
- 2.68%
- 5Y*
- 1.63%
- 10Y*
- 11.29%
- ALL TIME*
- 12.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $208.67M | $171.00M | $158.82M | |
XYL Xylem Inc. | $278.33M | $249.35M | $230.13M |
XYL vs. IEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XYL Xylem Inc. | -13.48% | 18.78% | 2.57% | 4.77% | -6.60% | 18.94% | 30.90% | 19.59% | -1.01% | 39.50% |
IEX IDEX Corporation | 30.87% | -13.69% | -2.35% | -3.80% | -2.22% | 19.82% | 17.22% | 37.94% | -3.16% | 48.53% |
Correlation
The correlation between XYL and IEX is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.58 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.66 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.67 |
Correlation (All Time) Calculated using the full available price history since Oct 13, 2011 | 0.66 |
The correlation between XYL and IEX shifts across timeframes, from 0.54 (1 year) to 0.67 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
XYL:
$27.31B
IEX:
$16.99B
XYL:
$4.17
IEX:
$6.96
XYL:
28.03
IEX:
33.11
XYL:
1.77
IEX:
9.77
XYL:
4.17
IEX:
4.80
XYL:
2.66
IEX:
4.27
XYL:
$6.79B
IEX:
$3.59B
XYL:
$2.62B
IEX:
$1.60B
XYL:
$1.35B
IEX:
$904.40M
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Return for Risk
XYL vs. IEX — Risk / Return Rank
XYL
IEX
XYL vs. IEX - Risk-Adjusted Trends 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.
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 | IEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.62 | ||
| Sortino ratioReturn per unit of downside risk | -3.74 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.32 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.60 | 2.98 | -3.59 |
| Martin ratioReturn relative to average drawdown | -1.15 | 9.87 | -11.02 |
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Drawdowns
XYL vs. IEX - Drawdown Comparison
The maximum XYL drawdown since its inception was -46.69%, smaller than the maximum IEX drawdown of -81.60%. Use the drawdown chart below to compare losses from any high point for XYL and IEX.
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Drawdown Indicators
| XYL | IEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.69% | -81.60% | +34.91% |
Max Drawdown (1Y)Largest decline over 1 year | -30.04% | -14.49% | -15.55% |
Max Drawdown (3Y)Largest decline over 3 years | -30.04% | -34.60% | +4.56% |
Max Drawdown (5Y)Largest decline over 5 years | -46.69% | -34.60% | -12.09% |
Max Drawdown (10Y)Largest decline over 10 years | -46.69% | -35.52% | -11.17% |
Current DrawdownCurrent decline from peak | -22.75% | -2.90% | -19.85% |
Average DrawdownAverage peak-to-trough decline | -10.50% | -11.41% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.78% | 4.39% | +11.39% |
Volatility
XYL vs. IEX - Volatility Comparison
Xylem Inc. (XYL) has a higher volatility of 9.36% compared to IDEX Corporation (IEX) at 5.53%. This indicates that XYL's price experiences larger fluctuations and is considered to be riskier than IEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XYL | IEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.36% | 5.53% | +3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 20.08% | 17.02% | +3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.28% | 23.27% | +3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.34% | 24.06% | +2.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.41% | 24.20% | +3.21% |
Dividends
XYL vs. IEX - Dividend Comparison
XYL's dividend yield for the trailing twelve months is around 1.42%, more than IEX's 1.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEX IDEX Corporation | 1.25% | 1.58% | 1.29% | 1.16% | 1.02% | 0.90% | 1.00% | 1.12% | 1.31% | 1.10% | 1.49% | 1.62% |
XYL Xylem Inc. | 1.42% | 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. 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
XYL and IEX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XYL has higher volatility (9.36%) compared to IEX (5.53%). In terms of maximum drawdown, XYL dropped -46.69% vs IEX's -81.60%.
IEX currently has the higher Sharpe Ratio (1.86 vs -0.76), 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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