YUMC vs. XLI
Compare and contrast key facts about Yum China Holdings, Inc. (YUMC) and Industrial Select Sector SPDR Fund (XLI).
XLI is a passively managed fund by State Street that tracks the performance of the Industrial 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: YUMC or XLI.
Key characteristics
| YUMC | XLI | |
|---|---|---|
| YTD Return | -16.67% | 16.52% |
| 1Y Return | -38.01% | 27.57% |
| 3Y Return (Ann) | -13.03% | 11.39% |
| 5Y Return (Ann) | -4.36% | 12.83% |
| Sharpe Ratio | -1.08 | 2.06 |
| Daily Std Dev | 35.96% | 13.45% |
| Max Drawdown | -56.49% | -62.26% |
| Current Drawdown | -47.82% | 0.00% |
Correlation
The correlation between YUMC and XLI is 0.35, 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
YUMC vs. XLI - Performance Comparison
In the year-to-date period, YUMC achieves a -16.67% return, which is significantly lower than XLI's 16.52% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
YUMC vs. XLI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Yum China Holdings, Inc. (YUMC) and Industrial Select Sector SPDR Fund (XLI). 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
YUMC vs. XLI - Dividend Comparison
YUMC's dividend yield for the trailing twelve months is around 1.75%, more than XLI's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YUMC Yum China Holdings, Inc. | 1.75% | 1.23% | 0.88% | 0.96% | 0.42% | 1.00% | 1.25% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% |
XLI Industrial Select Sector SPDR Fund | 1.07% | 1.63% | 1.63% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% | 1.85% | 1.68% |
Drawdowns
YUMC vs. XLI - Drawdown Comparison
The maximum YUMC drawdown since its inception was -56.49%, smaller than the maximum XLI drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for YUMC and XLI. For additional features, visit the drawdowns tool.
Volatility
YUMC vs. XLI - Volatility Comparison
Yum China Holdings, Inc. (YUMC) has a higher volatility of 5.06% compared to Industrial Select Sector SPDR Fund (XLI) at 3.93%. This indicates that YUMC's price experiences larger fluctuations and is considered to be riskier than XLI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.