BHP vs. XOM
BHP (BHP Group) and XOM (Exxon Mobil Corporation) are both stocks. BHP operates in Other Industrial Metals & Mining (Basic Materials), while XOM operates in Oil & Gas Integrated (Energy). Over the past 10 years, BHP returned 21.94%/yr vs 10.04%/yr for XOM. At a 0.38 correlation, their price movements are largely independent.
Performance
BHP vs. XOM - Performance Comparison
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Returns By Period
In the year-to-date period, BHP achieves a 41.38% return, which is significantly higher than XOM's 27.80% return. Over the past 10 years, BHP has outperformed XOM with an annualized return of 21.94%, while XOM has yielded a comparatively lower 10.04% annualized return.
BHP
- 1D
- 1.18%
- 1M
- -1.20%
- YTD
- 41.38%
- 6M
- 46.29%
- 1Y
- 75.94%
- 3Y*
- 17.37%
- 5Y*
- 14.81%
- 10Y*
- 21.94%
XOM
- 1D
- 1.22%
- 1M
- 5.68%
- YTD
- 27.80%
- 6M
- 32.61%
- 1Y
- 50.17%
- 3Y*
- 16.03%
- 5Y*
- 23.83%
- 10Y*
- 10.04%
BHP vs. XOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BHP BHP Group | 41.38% | 28.91% | -24.64% | 16.50% | 44.34% | 0.91% | 25.37% | 24.50% | 10.55% | 33.87% |
XOM Exxon Mobil Corporation | 27.80% | 15.98% | 11.26% | -6.26% | 87.41% | 57.58% | -36.21% | 7.23% | -15.09% | -3.81% |
Correlation
The correlation between BHP and XOM is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 1987 | 0.38 |
Over the past year, the correlation between BHP and XOM has dropped to 0.02 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
Fundamentals
BHP:
$212.97B
XOM:
$634.77B
BHP:
$8.51
XOM:
$5.93
BHP:
9.84
XOM:
25.60
BHP:
2.72
XOM:
1.19
BHP:
1.98
XOM:
1.99
BHP:
4.23
XOM:
2.50
BHP:
$107.64B
XOM:
$326.01B
BHP:
$89.04B
XOM:
$83.11B
BHP:
$52.23B
XOM:
$60.44B
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Return for Risk
BHP vs. XOM — Risk / Return Rank
BHP
XOM
BHP vs. XOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BHP Group (BHP) and Exxon Mobil Corporation (XOM). 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.
| BHP | XOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.34 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.34 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.86 | 3.21 | +0.64 |
| Martin ratioReturn relative to average drawdown | 14.16 | 8.97 | +5.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BHP | XOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.41 | 2.07 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.90 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.36 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.48 | -0.15 |
Drawdowns
BHP vs. XOM - Drawdown Comparison
The maximum BHP drawdown since its inception was -76.22%, which is greater than XOM's maximum drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for BHP and XOM.
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Drawdown Indicators
| BHP | XOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.22% | -62.40% | -13.82% |
Max Drawdown (1Y)Largest decline over 1 year | -19.80% | -15.69% | -4.11% |
Max Drawdown (3Y)Largest decline over 3 years | -37.21% | -18.92% | -18.29% |
Max Drawdown (5Y)Largest decline over 5 years | -37.21% | -20.51% | -16.70% |
Max Drawdown (10Y)Largest decline over 10 years | -44.29% | -61.34% | +17.05% |
Current DrawdownCurrent decline from peak | -10.14% | -10.90% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -21.29% | -10.20% | -11.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 5.61% | -0.23% |
Volatility
BHP vs. XOM - Volatility Comparison
BHP Group (BHP) has a higher volatility of 12.75% compared to Exxon Mobil Corporation (XOM) at 9.20%. This indicates that BHP's price experiences larger fluctuations and is considered to be riskier than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BHP | XOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.75% | 9.20% | +3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 25.95% | 20.29% | +5.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.73% | 24.44% | +7.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.31% | 26.73% | +5.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.31% | 28.19% | +4.12% |
Dividends
BHP vs. XOM - Dividend Comparison
BHP's dividend yield for the trailing twelve months is around 3.18%, more than XOM's 2.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHP BHP Group | 3.18% | 3.64% | 5.98% | 4.98% | 22.44% | 9.98% | 3.67% | 8.59% | 4.89% | 3.61% | 1.68% | 9.38% |
XOM Exxon Mobil Corporation | 2.69% | 3.32% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% |
Financials
BHP vs. XOM - Financials Comparison
This section allows you to compare key financial metrics between BHP Group and Exxon Mobil Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BHP vs. XOM - Profitability Comparison
BHP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BHP Group reported a gross profit of 11.98B and revenue of 27.95B. Therefore, the gross margin over that period was 42.9%.
XOM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Exxon Mobil Corporation reported a gross profit of 31.36B and revenue of 83.16B. Therefore, the gross margin over that period was 37.7%.
BHP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BHP Group reported an operating income of 11.98B and revenue of 27.95B, resulting in an operating margin of 42.9%.
XOM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Exxon Mobil Corporation reported an operating income of 5.29B and revenue of 83.16B, resulting in an operating margin of 6.4%.
BHP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BHP Group reported a net income of 5.65B and revenue of 27.95B, resulting in a net margin of 20.2%.
XOM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Exxon Mobil Corporation reported a net income of 4.18B and revenue of 83.16B, resulting in a net margin of 5.0%.
Frequently Asked Questions
BHP and XOM have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BHP has higher volatility (12.75%) compared to XOM (9.20%). In terms of maximum drawdown, BHP dropped -76.22% vs XOM's -62.40%.
BHP currently has the higher Sharpe Ratio (2.41 vs 2.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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