PWRZ vs. XES
PWRZ (TrueShares Eagle Global Next Gen Power Infrastructure ETF) and XES (SPDR S&P Oil & Gas Equipment & Services ETF) are both Energy Equities funds. PWRZ is actively managed, while XES is passively managed. PWRZ charges 0.75%/yr vs 0.35%/yr for XES.
Performance
PWRZ vs. XES - Performance Comparison
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Returns By Period
PWRZ
- 1D
- 0.00%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XES
- 1D
- -1.14%
- 1M
- -8.31%
- 6M
- 24.76%
- YTD
- 35.23%
- 1Y
- 64.19%
- 3Y*
- 10.77%
- 5Y*
- 13.82%
- 10Y*
- -3.75%
PWRZ vs. XES - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | 0.00% |
XES SPDR S&P Oil & Gas Equipment & Services ETF | -1.14% |
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Return for Risk
PWRZ vs. XES — Risk / Return Rank
PWRZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XES
PWRZ vs. XES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) and SPDR S&P Oil & Gas Equipment & Services ETF (XES). 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.
| PWRZ | XES | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.33 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.12 | — |
| Martin ratioReturn relative to average drawdown | — | 11.48 | — |
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Drawdowns
PWRZ vs. XES - Drawdown Comparison
The maximum PWRZ drawdown since its inception was 0.00%, smaller than the maximum XES drawdown of -95.65%. Use the drawdown chart below to compare losses from any high point for PWRZ and XES.
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Drawdown Indicators
| PWRZ | XES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -95.65% | +95.65% |
Max Drawdown (1Y)Largest decline over 1 year | — | -20.69% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -45.95% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -45.95% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -91.23% | — |
Current DrawdownCurrent decline from peak | 0.00% | -73.88% | +73.88% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -54.44% | +54.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.61% | — |
Volatility
PWRZ vs. XES - Volatility Comparison
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Volatility by Period
| PWRZ | XES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.16% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 21.53% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 30.95% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 38.86% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 44.88% | — |
PWRZ vs. XES - Expense Ratio Comparison
PWRZ has a 0.75% expense ratio, which is higher than XES's 0.35% expense ratio.
Dividends
PWRZ vs. XES - Dividend Comparison
PWRZ has not paid dividends to shareholders, while XES's dividend yield for the trailing twelve months is around 1.18%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XES SPDR S&P Oil & Gas Equipment & Services ETF | 1.18% | 1.69% | 1.31% | 0.66% | 0.36% | 1.81% | 1.33% | 1.43% | 1.14% | 1.68% | 0.64% | 2.47% |
Frequently Asked Questions
On fees, XES is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XES is cheaper with a 0.35% expense ratio, compared with 0.75% for PWRZ.
XES has the higher dividend yield at 1.18%, compared with 0.00% for PWRZ.
They also come from different issuers: TrueShares and State Street. Their fees differ too: 0.75% for PWRZ and 0.35% for XES.
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