^SIXU vs. SO
Compare and contrast key facts about Utilities Select Sector Index (^SIXU) and The Southern Company (SO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^SIXU or SO.
Correlation
The correlation between ^SIXU and SO is 0.32, 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
^SIXU vs. SO - Performance Comparison
Key characteristics
^SIXU:
0.95
SO:
1.12
^SIXU:
1.48
SO:
1.86
^SIXU:
1.19
SO:
1.23
^SIXU:
1.40
SO:
1.79
^SIXU:
4.07
SO:
4.34
^SIXU:
4.43%
SO:
5.48%
^SIXU:
17.25%
SO:
18.33%
^SIXU:
-36.56%
SO:
-38.43%
^SIXU:
-2.15%
SO:
-2.85%
Returns By Period
In the year-to-date period, ^SIXU achieves a 6.51% return, which is significantly lower than SO's 10.64% return. Over the past 10 years, ^SIXU has underperformed SO with an annualized return of 6.38%, while SO has yielded a comparatively higher 12.33% annualized return.
^SIXU
6.51%
10.42%
3.95%
15.00%
7.63%
6.38%
SO
10.64%
3.97%
5.63%
20.36%
14.77%
12.33%
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Risk-Adjusted Performance
^SIXU vs. SO — Risk-Adjusted Performance Rank
^SIXU
SO
^SIXU vs. SO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Utilities Select Sector Index (^SIXU) and The Southern Company (SO). 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.
Drawdowns
^SIXU vs. SO - Drawdown Comparison
The maximum ^SIXU drawdown since its inception was -36.56%, roughly equal to the maximum SO drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for ^SIXU and SO. For additional features, visit the drawdowns tool.
Volatility
^SIXU vs. SO - Volatility Comparison
Utilities Select Sector Index (^SIXU) has a higher volatility of 5.96% compared to The Southern Company (SO) at 4.73%. This indicates that ^SIXU's price experiences larger fluctuations and is considered to be riskier than SO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.