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^XSP vs. ^SPXEW
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^XSP and ^SPXEW is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

^XSP vs. ^SPXEW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in S&P 500 Mini-SPX Options Index (^XSP) and S&P 500 Equal Weighted Index (^SPXEW). The values are adjusted to include any dividend payments, if applicable.

10.00%20.00%30.00%40.00%50.00%60.00%December2025FebruaryMarchAprilMay
45.06%
25.72%
^XSP
^SPXEW

Key characteristics

Sharpe Ratio

^XSP:

0.44

^SPXEW:

0.29

Sortino Ratio

^XSP:

0.79

^SPXEW:

0.52

Omega Ratio

^XSP:

1.12

^SPXEW:

1.07

Calmar Ratio

^XSP:

0.48

^SPXEW:

0.26

Martin Ratio

^XSP:

1.85

^SPXEW:

0.96

Ulcer Index

^XSP:

4.92%

^SPXEW:

5.06%

Daily Std Dev

^XSP:

19.37%

^SPXEW:

17.12%

Max Drawdown

^XSP:

-25.43%

^SPXEW:

-60.83%

Current Drawdown

^XSP:

-7.88%

^SPXEW:

-7.89%

Returns By Period

In the year-to-date period, ^XSP achieves a -3.77% return, which is significantly lower than ^SPXEW's -1.55% return.


^XSP

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

N/A

10Y*

N/A

^SPXEW

YTD

-1.55%

1M

4.44%

6M

-6.22%

1Y

4.02%

5Y*

12.42%

10Y*

7.75%

*Annualized

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Risk-Adjusted Performance

^XSP vs. ^SPXEW — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

^XSP
The Risk-Adjusted Performance Rank of ^XSP is 6666
Overall Rank
The Sharpe Ratio Rank of ^XSP is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of ^XSP is 6363
Sortino Ratio Rank
The Omega Ratio Rank of ^XSP is 6868
Omega Ratio Rank
The Calmar Ratio Rank of ^XSP is 6868
Calmar Ratio Rank
The Martin Ratio Rank of ^XSP is 7373
Martin Ratio Rank

^SPXEW
The Risk-Adjusted Performance Rank of ^SPXEW is 4141
Overall Rank
The Sharpe Ratio Rank of ^SPXEW is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of ^SPXEW is 3939
Sortino Ratio Rank
The Omega Ratio Rank of ^SPXEW is 3939
Omega Ratio Rank
The Calmar Ratio Rank of ^SPXEW is 4242
Calmar Ratio Rank
The Martin Ratio Rank of ^SPXEW is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

^XSP vs. ^SPXEW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P 500 Mini-SPX Options Index (^XSP) and S&P 500 Equal Weighted Index (^SPXEW). 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.


The current ^XSP Sharpe Ratio is 0.44, which is higher than the ^SPXEW Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of ^XSP and ^SPXEW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.44
0.24
^XSP
^SPXEW

Drawdowns

^XSP vs. ^SPXEW - Drawdown Comparison

The maximum ^XSP drawdown since its inception was -25.43%, smaller than the maximum ^SPXEW drawdown of -60.83%. Use the drawdown chart below to compare losses from any high point for ^XSP and ^SPXEW. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-7.88%
-7.89%
^XSP
^SPXEW

Volatility

^XSP vs. ^SPXEW - Volatility Comparison

S&P 500 Mini-SPX Options Index (^XSP) has a higher volatility of 6.82% compared to S&P 500 Equal Weighted Index (^SPXEW) at 6.13%. This indicates that ^XSP's price experiences larger fluctuations and is considered to be riskier than ^SPXEW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
6.82%
6.13%
^XSP
^SPXEW