PXI vs. XOP
Compare and contrast key facts about Invesco DWA Energy Momentum ETF (PXI) and SPDR S&P Oil & Gas Exploration & Production ETF (XOP).
PXI and XOP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PXI is a passively managed fund by Invesco that tracks the performance of the Dynamic Energy Sector Intellidex Index. It was launched on Oct 12, 2006. XOP is a passively managed fund by State Street that tracks the performance of the S&P Oil & Gas Exploration & Production Select Industry. It was launched on Jun 19, 2006. Both PXI and XOP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXI or XOP.
Correlation
The correlation between PXI and XOP is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PXI vs. XOP - Performance Comparison
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Key characteristics
PXI:
11.32%
XOP:
32.07%
PXI:
0.00%
XOP:
-90.27%
PXI:
0.00%
XOP:
-56.86%
Returns By Period
PXI
N/A
N/A
N/A
N/A
N/A
N/A
XOP
-9.70%
10.48%
-14.09%
-19.19%
21.17%
-3.55%
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PXI vs. XOP - Expense Ratio Comparison
PXI has a 0.60% expense ratio, which is higher than XOP's 0.35% expense ratio.
Risk-Adjusted Performance
PXI vs. XOP — Risk-Adjusted Performance Rank
PXI
XOP
PXI vs. XOP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Energy Momentum ETF (PXI) and SPDR S&P Oil & Gas Exploration & Production ETF (XOP). 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.
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Dividends
PXI vs. XOP - Dividend Comparison
PXI's dividend yield for the trailing twelve months is around 1.86%, less than XOP's 2.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXI Invesco DWA Energy Momentum ETF | 1.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XOP SPDR S&P Oil & Gas Exploration & Production ETF | 2.73% | 2.45% | 2.63% | 2.47% | 1.61% | 2.34% | 1.47% | 0.99% | 0.76% | 0.76% | 2.21% | 1.41% |
Drawdowns
PXI vs. XOP - Drawdown Comparison
The maximum PXI drawdown since its inception was 0.00%, smaller than the maximum XOP drawdown of -90.27%. Use the drawdown chart below to compare losses from any high point for PXI and XOP. For additional features, visit the drawdowns tool.
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Volatility
PXI vs. XOP - Volatility Comparison
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