YAL.AX vs. XLE
Compare and contrast key facts about Yancoal Australia Ltd (YAL.AX) and Energy Select Sector SPDR Fund (XLE).
XLE is a passively managed fund by State Street that tracks the performance of the Energy 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: YAL.AX or XLE.
Correlation
The correlation between YAL.AX and XLE is 0.11, 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
YAL.AX vs. XLE - Performance Comparison
Key characteristics
YAL.AX:
0.26
XLE:
0.64
YAL.AX:
0.56
XLE:
0.96
YAL.AX:
1.07
XLE:
1.12
YAL.AX:
0.13
XLE:
0.81
YAL.AX:
0.63
XLE:
1.74
YAL.AX:
13.89%
XLE:
6.66%
YAL.AX:
33.64%
XLE:
18.16%
YAL.AX:
-97.54%
XLE:
-71.54%
YAL.AX:
-65.60%
XLE:
-6.63%
Returns By Period
In the year-to-date period, YAL.AX achieves a -11.69% return, which is significantly lower than XLE's 5.15% return. Over the past 10 years, YAL.AX has outperformed XLE with an annualized return of 18.24%, while XLE has yielded a comparatively lower 4.96% annualized return.
YAL.AX
-11.69%
-2.21%
-18.47%
10.53%
25.55%
18.24%
XLE
5.15%
-2.70%
1.22%
8.69%
15.56%
4.96%
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Risk-Adjusted Performance
YAL.AX vs. XLE — Risk-Adjusted Performance Rank
YAL.AX
XLE
YAL.AX vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Yancoal Australia Ltd (YAL.AX) and Energy Select Sector SPDR Fund (XLE). 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
YAL.AX vs. XLE - Dividend Comparison
YAL.AX's dividend yield for the trailing twelve months is around 5.66%, more than XLE's 3.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAL.AX Yancoal Australia Ltd | 5.66% | 5.00% | 21.62% | 12.06% | 0.00% | 8.76% | 9.07% | 2.64% | 0.00% | 0.00% | 0.00% | 0.00% |
XLE Energy Select Sector SPDR Fund | 3.19% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% |
Drawdowns
YAL.AX vs. XLE - Drawdown Comparison
The maximum YAL.AX drawdown since its inception was -97.54%, which is greater than XLE's maximum drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for YAL.AX and XLE. For additional features, visit the drawdowns tool.
Volatility
YAL.AX vs. XLE - Volatility Comparison
Yancoal Australia Ltd (YAL.AX) has a higher volatility of 11.56% compared to Energy Select Sector SPDR Fund (XLE) at 6.10%. This indicates that YAL.AX's price experiences larger fluctuations and is considered to be riskier than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.