EXE vs. IDR
EXE (Expand Energy Corp) and IDR (Idaho Strategic Resources, Inc.) are both stocks. EXE operates in Oil & Gas E&P (Energy), while IDR operates in Gold (Basic Materials). Over the past 5 years, EXE returned 17.06%/yr vs 44.18%/yr for IDR. Their 0.00 correlation means their historical movements had little consistent relationship.
Performance
EXE vs. IDR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXE achieves a -13.81% return, which is significantly higher than IDR's -30.35% return.
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%
IDR
- 1D
- -3.87%
- 1M
- -14.29%
- 6M
- -22.16%
- YTD
- -30.35%
- 1Y
- 71.16%
- 3Y*
- 75.87%
- 5Y*
- 44.18%
- 10Y*
- 31.98%
- ALL TIME*
- 14.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $371.17M | $368.49M | $332.29M | |
| $5.76M | $6.15M | $8.92M |
EXE vs. IDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
EXE Expand Energy Corp | -13.81% | 14.35% | 33.18% | -14.77% | 62.34% | 53.16% |
IDR Idaho Strategic Resources, Inc. | -30.35% | 295.49% | 60.95% | 11.07% | -23.39% | 81.37% |
Correlation
The correlation between EXE and IDR is -0.16, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.16 |
Correlation (3Y) Balances recent behavior with more history. | -0.02 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.00 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2021 | 0.00 |
The correlation between EXE and IDR shifts across timeframes, from -0.16 (1 year) to 0.00 (all time), reflecting how their relationship changes across market environments.
Fundamentals
EXE:
$21.77B
IDR:
$443.78M
EXE:
$11.59
IDR:
$1.41
EXE:
8.11
IDR:
19.91
EXE:
1.69
IDR:
8.59
EXE:
1.15
IDR:
3.84
EXE:
$13.37B
IDR:
$49.61M
EXE:
$8.44B
IDR:
$23.05M
EXE:
$6.60B
IDR:
$24.61M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EXE vs. IDR — Risk / Return Rank
EXE
IDR
EXE vs. IDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Expand Energy Corp (EXE) and Idaho Strategic Resources, Inc. (IDR). 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.
| EXE | IDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.07 | ||
| Sortino ratioReturn per unit of downside risk | -1.73 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.18 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 1.43 | -1.69 |
| Martin ratioReturn relative to average drawdown | -0.48 | 2.61 | -3.08 |
Loading charts...
Drawdowns
EXE vs. IDR - Drawdown Comparison
The maximum EXE drawdown since its inception was -29.69%, smaller than the maximum IDR drawdown of -93.44%. Use the drawdown chart below to compare losses from any high point for EXE and IDR.
Loading charts...
Drawdown Indicators
| EXE | IDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.69% | -93.44% | +63.75% |
Max Drawdown (1Y)Largest decline over 1 year | -28.43% | -49.96% | +21.53% |
Max Drawdown (3Y)Largest decline over 3 years | -28.43% | -49.96% | +21.53% |
Max Drawdown (5Y)Largest decline over 5 years | -29.69% | -62.42% | +32.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.42% | — |
Current DrawdownCurrent decline from peak | -22.60% | -46.70% | +24.10% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -47.20% | +35.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.54% | 27.40% | -11.86% |
Volatility
EXE vs. IDR - Volatility Comparison
The current volatility for Expand Energy Corp (EXE) is 8.78%, while Idaho Strategic Resources, Inc. (IDR) has a volatility of 16.99%. This indicates that EXE experiences smaller price fluctuations and is considered to be less risky than IDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXE | IDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.78% | 16.99% | -8.21% |
Volatility (6M)Calculated over the trailing 6-month period | 21.67% | 58.03% | -36.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.55% | 86.94% | -56.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.89% | 73.17% | -38.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.64% | 85.72% | -51.08% |
Dividends
EXE vs. IDR - Dividend Comparison
EXE's dividend yield for the trailing twelve months is around 3.39%, while IDR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
EXE Expand Energy Corp | 3.39% | 2.89% | 2.45% | 4.70% | 10.16% | 1.74% |
IDR Idaho Strategic Resources, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
EXE vs. IDR - Financials Comparison
This section allows you to compare key financial metrics between Expand Energy Corp and Idaho Strategic Resources, Inc.. 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
EXE vs. IDR - Profitability Comparison
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%.
IDR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Idaho Strategic Resources, Inc. reported a gross profit of 8.18M and revenue of 14.48M. Therefore, the gross margin over that period was 56.5%.
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%.
IDR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Idaho Strategic Resources, Inc. reported an operating income of 7.58M and revenue of 14.48M, resulting in an operating margin of 52.4%.
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%.
IDR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Idaho Strategic Resources, Inc. reported a net income of 6.39M and revenue of 14.48M, resulting in a net margin of 44.1%.
Frequently Asked Questions
EXE and IDR have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDR has higher volatility (16.99%) compared to EXE (8.78%). In terms of maximum drawdown, EXE dropped -29.69% vs IDR's -93.44%.
IDR currently has the higher Sharpe Ratio (0.82 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.
Find the right allocation for EXE and IDR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer