OXY vs. TOPT
OXY (Occidental Petroleum Corporation) is a stock, while TOPT (iShares Top 20 U.S. Stocks ETF) is Large Cap Growth Equities fund tracking the S&P 500 Top 20 Select Index. Over the past year, OXY returned 42.73% vs 30.17% for TOPT. At a correlation of -0.05, they often move in opposite directions.
Performance
OXY vs. TOPT - Performance Comparison
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Returns By Period
In the year-to-date period, OXY achieves a 45.73% return, which is significantly higher than TOPT's 8.94% return.
OXY
- 1D
- 0.93%
- 1M
- -1.05%
- YTD
- 45.73%
- 6M
- 41.98%
- 1Y
- 42.73%
- 3Y*
- 1.70%
- 5Y*
- 16.88%
- 10Y*
- 0.56%
TOPT
- 1D
- -0.87%
- 1M
- 5.40%
- YTD
- 8.94%
- 6M
- 8.53%
- 1Y
- 30.17%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OXY vs. TOPT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
OXY Occidental Petroleum Corporation | 45.73% | -14.95% | -3.34% |
TOPT iShares Top 20 U.S. Stocks ETF | 8.94% | 20.35% | 5.03% |
Correlation
The correlation between OXY and TOPT is -0.27, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.27 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2024 | -0.05 |
Over the past year, the inverse relationship between OXY and TOPT has strengthened: their correlation has moved from -0.05 to -0.27, meaning they now move in opposite directions more often than their long-term average.
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Return for Risk
OXY vs. TOPT — Risk / Return Rank
OXY
TOPT
OXY vs. TOPT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Occidental Petroleum Corporation (OXY) and iShares Top 20 U.S. Stocks ETF (TOPT). 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.
| OXY | TOPT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.39 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 2.31 | -0.16 |
| Martin ratioReturn relative to average drawdown | 4.50 | 8.73 | -4.23 |
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
| OXY | TOPT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 2.22 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 1.12 | -0.92 |
Drawdowns
OXY vs. TOPT - Drawdown Comparison
The maximum OXY drawdown since its inception was -88.45%, which is greater than TOPT's maximum drawdown of -21.21%. Use the drawdown chart below to compare losses from any high point for OXY and TOPT.
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Drawdown Indicators
| OXY | TOPT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.45% | -21.21% | -67.24% |
Max Drawdown (1Y)Largest decline over 1 year | -19.94% | -13.13% | -6.81% |
Max Drawdown (3Y)Largest decline over 3 years | -46.94% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -50.77% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -88.39% | — | — |
Current DrawdownCurrent decline from peak | -17.22% | -1.25% | -15.97% |
Average DrawdownAverage peak-to-trough decline | -20.15% | -3.48% | -16.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.52% | 3.46% | +6.06% |
Volatility
OXY vs. TOPT - Volatility Comparison
Occidental Petroleum Corporation (OXY) has a higher volatility of 12.34% compared to iShares Top 20 U.S. Stocks ETF (TOPT) at 3.46%. This indicates that OXY's price experiences larger fluctuations and is considered to be riskier than TOPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OXY | TOPT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.34% | 3.46% | +8.88% |
Volatility (6M)Calculated over the trailing 6-month period | 27.12% | 10.14% | +16.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.57% | 13.68% | +20.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.54% | 19.83% | +19.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.75% | 19.83% | +28.92% |
Dividends
OXY vs. TOPT - Dividend Comparison
OXY's dividend yield for the trailing twelve months is around 1.64%, more than TOPT's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OXY Occidental Petroleum Corporation | 1.64% | 2.33% | 1.78% | 1.21% | 0.83% | 0.14% | 4.74% | 7.62% | 5.05% | 4.15% | 4.24% | 4.39% |
TOPT iShares Top 20 U.S. Stocks ETF | 0.36% | 0.38% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OXY and TOPT have a correlation of -0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OXY has higher volatility (12.34%) compared to TOPT (3.46%). In terms of maximum drawdown, OXY dropped -88.45% vs TOPT's -21.21%.
TOPT currently has the higher Sharpe Ratio (2.22 vs 1.25), 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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