COMP <GO>
XLI vs SPY // RETURN ON INVESTED CAPITAL (ROIC)
Industrial Select Sector SPDR Fund (NYSE) VS. SPDR S&P 500 ETF Trust (NYSE) • 15-METRIC TALLY: XLI 1
— SPY 1
■ METRIC PARITY
LAST: $167.40 (+0.96%) • MKT CAP: $21.00B
roic
—
LAST: $755.72 (-0.38%) • MKT CAP: $620.00B
roic
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (XLI VS. SPY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | XLI | SPY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | — | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.30% | 1.30% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | — | — | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.9 | 40.2 | +5.70 | XLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $21.00B | $620.00B | -$599.00B | SPY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | XLI REV | SPY REV | XLI GROSS % | SPY GROSS % | XLI FCF | SPY FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT XLI FA <GO> AND SPY FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
XLI // BETA —
SPY // BETA —