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EXE vs. ASM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EXE vs. ASM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Expand Energy Corp (EXE) and Avino Silver & Gold Mines Ltd. (ASM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with EXE having a -13.81% return and ASM slightly higher at -13.62%.


EXE

1D
1.74%
1M
4.98%
6M
-15.39%
YTD
-13.81%
1Y
-7.38%
3Y*
6.64%
5Y*
17.06%
10Y*
ALL TIME*
20.58%

ASM

1D
-3.62%
1M
-15.65%
6M
-40.33%
YTD
-13.62%
1Y
68.16%
3Y*
95.22%
5Y*
38.05%
10Y*
7.19%
ALL TIME*
6.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$18.80M$17.78M$25.63M
$371.17M$368.49M$332.29M

EXE vs. ASM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
EXE
Expand Energy Corp
-13.81%14.35%33.18%-14.77%62.34%53.16%
ASM
Avino Silver & Gold Mines Ltd.
-13.62%604.88%68.13%-22.95%-21.01%-41.82%

Correlation

The correlation between EXE and ASM is -0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.00

Correlation (3Y)
Balances recent behavior with more history.

0.17

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.20

Correlation (All Time)
Calculated using the full available price history since Feb 10, 2021

0.21

The correlation between EXE and ASM shifts across timeframes, from -0.00 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

EXE:

$21.77B

ASM:

$907.17M

EPS

EXE:

$11.59

ASM:

$0.22

PE Ratio

EXE:

8.11

ASM:

23.85

PS Ratio

EXE:

1.69

ASM:

7.95

PB Ratio

EXE:

1.15

ASM:

3.35

Total Revenue (TTM)

EXE:

$13.37B

ASM:

$110.70M

Gross Profit (TTM)

EXE:

$8.44B

ASM:

$59.09M

EBITDA (TTM)

EXE:

$6.60B

ASM:

$55.20M

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Return for Risk

EXE vs. ASM — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EXE
EXE Risk / Return Rank: 3333
Overall Rank
EXE Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
EXE Sortino Ratio Rank: 2929
Sortino Ratio Rank
EXE Omega Ratio Rank: 3030
Omega Ratio Rank
EXE Calmar Ratio Rank: 3636
Calmar Ratio Rank
EXE Martin Ratio Rank: 3636
Martin Ratio Rank

ASM
ASM Risk / Return Rank: 7070
Overall Rank
ASM Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
ASM Sortino Ratio Rank: 7171
Sortino Ratio Rank
ASM Omega Ratio Rank: 7070
Omega Ratio Rank
ASM Calmar Ratio Rank: 7171
Calmar Ratio Rank
ASM Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EXE vs. ASM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Expand Energy Corp (EXE) and Avino Silver & Gold Mines Ltd. (ASM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EXEASMDifference
Sharpe ratioReturn per unit of total volatility

-1.07

Sortino ratioReturn per unit of downside risk

-1.69

Omega ratioGain probability vs. loss probability

0.98

1.19

-0.21

Calmar ratioReturn relative to maximum drawdown

-0.26

1.30

-1.56

Martin ratioReturn relative to average drawdown

-0.48

2.33

-2.81

EXE vs. ASM - Sharpe Ratio Comparison

The current EXE Sharpe Ratio is -0.24, which is lower than the ASM Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of EXE and ASM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EXE vs. ASM - Drawdown Comparison

The maximum EXE drawdown since its inception was -29.69%, smaller than the maximum ASM drawdown of -94.10%. Use the drawdown chart below to compare losses from any high point for EXE and ASM.


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Drawdown Indicators


EXEASMDifference

Max Drawdown

Largest peak-to-trough decline

-29.69%

-94.10%

+64.41%

Max Drawdown (1Y)

Largest decline over 1 year

-28.43%

-52.81%

+24.38%

Max Drawdown (3Y)

Largest decline over 3 years

-28.43%

-52.81%

+24.38%

Max Drawdown (5Y)

Largest decline over 5 years

-29.69%

-60.20%

+30.51%

Max Drawdown (10Y)

Largest decline over 10 years

-90.00%

Current Drawdown

Current decline from peak

-22.60%

-52.27%

+29.67%

Average Drawdown

Average peak-to-trough decline

-11.35%

-63.65%

+52.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.54%

29.32%

-13.78%

Volatility

EXE vs. ASM - Volatility Comparison

The current volatility for Expand Energy Corp (EXE) is 8.78%, while Avino Silver & Gold Mines Ltd. (ASM) has a volatility of 22.56%. This indicates that EXE experiences smaller price fluctuations and is considered to be less risky than ASM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXEASMDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.78%

22.56%

-13.78%

Volatility (6M)

Calculated over the trailing 6-month period

21.67%

63.44%

-41.77%

Volatility (1Y)

Calculated over the trailing 1-year period

30.55%

82.98%

-52.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.89%

66.60%

-31.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.64%

69.91%

-35.27%

Dividends

EXE vs. ASM - Dividend Comparison

EXE's dividend yield for the trailing twelve months is around 3.39%, more than ASM's 0.68% yield.


PositionTTM20252024202320222021
ASM
Avino Silver & Gold Mines Ltd.
0.68%0.00%0.00%0.00%0.00%0.00%
EXE
Expand Energy Corp
3.39%2.89%2.45%4.70%10.16%1.74%

Financials

EXE vs. ASM - Financials Comparison

This section allows you to compare key financial metrics between Expand Energy Corp and Avino Silver & Gold Mines Ltd.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

EXE vs. ASM - Profitability Comparison

The chart below illustrates the profitability comparison between Expand Energy Corp and Avino Silver & Gold Mines Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

EXE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Expand Energy Corp reported a gross profit of 2.33B and revenue of 2.96B. Therefore, the gross margin over that period was 78.6%.

ASM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Avino Silver & Gold Mines Ltd. reported a gross profit of 25.51M and revenue of 41.41M. Therefore, the gross margin over that period was 61.6%.

EXE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Expand Energy Corp reported an operating income of 661.00M and revenue of 2.96B, resulting in an operating margin of 22.3%.

ASM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Avino Silver & Gold Mines Ltd. reported an operating income of 21.76M and revenue of 41.41M, resulting in an operating margin of 52.5%.

EXE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Expand Energy Corp reported a net income of 522.00M and revenue of 2.96B, resulting in a net margin of 17.6%.

ASM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Avino Silver & Gold Mines Ltd. reported a net income of 15.69M and revenue of 41.41M, resulting in a net margin of 37.9%.


Frequently Asked Questions


EXE and ASM have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ASM has higher volatility (22.56%) compared to EXE (8.78%). In terms of maximum drawdown, EXE dropped -29.69% vs ASM's -94.10%.

ASM currently has the higher Sharpe Ratio (0.83 vs -0.24), 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.

Portfolio Optimizer

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