RGLD vs. EXE
RGLD (Royal Gold, Inc.) and EXE (Expand Energy Corp) are both stocks. RGLD operates in Gold (Basic Materials), while EXE operates in Oil & Gas E&P (Energy). Over the past 5 years, RGLD returned 12.37%/yr vs 14.81%/yr for EXE. At a 0.17 correlation, their price movements are largely independent.
Performance
RGLD vs. EXE - Performance Comparison
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Returns By Period
In the year-to-date period, RGLD achieves a -6.25% return, which is significantly higher than EXE's -18.63% return.
RGLD
- 1D
- 1.47%
- 1M
- -15.27%
- YTD
- -6.25%
- 6M
- -4.74%
- 1Y
- 16.96%
- 3Y*
- 21.73%
- 5Y*
- 12.37%
- 10Y*
- 13.61%
EXE
- 1D
- 1.95%
- 1M
- -6.62%
- YTD
- -18.63%
- 6M
- -20.38%
- 1Y
- -20.29%
- 3Y*
- 6.27%
- 5Y*
- 14.81%
- 10Y*
- —
RGLD vs. EXE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RGLD Royal Gold, Inc. | -6.25% | 70.43% | 10.39% | 8.70% | 8.51% | -2.71% |
EXE Expand Energy Corp | -18.63% | 14.35% | 33.18% | -14.77% | 62.34% | 53.16% |
Correlation
The correlation between RGLD and EXE is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2021 | 0.17 |
The correlation between RGLD and EXE shifts across timeframes, from -0.03 (1 year) to 0.17 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
RGLD:
$17.65B
EXE:
$21.37M
RGLD:
$8.53
EXE:
$17.89
RGLD:
24.34
EXE:
4.96
RGLD:
11.81
EXE:
1.14
RGLD:
2.38
EXE:
0.00
RGLD:
$1.31B
EXE:
$14.10B
RGLD:
$579.68M
EXE:
$8.89B
RGLD:
$949.59M
EXE:
$7.00B
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Return for Risk
RGLD vs. EXE — Risk / Return Rank
RGLD
EXE
RGLD vs. EXE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royal Gold, Inc. (RGLD) and Expand Energy Corp (EXE). 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.
| RGLD | EXE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.08 | ||
| Sortino ratioReturn per unit of downside risk | +1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 0.91 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.48 | -0.72 | +1.20 |
| Martin ratioReturn relative to average drawdown | 1.27 | -1.31 | +2.59 |
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Drawdowns
RGLD vs. EXE - Drawdown Comparison
The maximum RGLD drawdown since its inception was -98.29%, which is greater than EXE's maximum drawdown of -29.69%. Use the drawdown chart below to compare losses from any high point for RGLD and EXE.
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Drawdown Indicators
| RGLD | EXE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.29% | -29.69% | -68.60% |
Max Drawdown (1Y)Largest decline over 1 year | -35.12% | -28.32% | -6.80% |
Max Drawdown (3Y)Largest decline over 3 years | -35.12% | -28.32% | -6.80% |
Max Drawdown (5Y)Largest decline over 5 years | -40.73% | -29.69% | -11.04% |
Max Drawdown (10Y)Largest decline over 10 years | -49.55% | — | — |
Current DrawdownCurrent decline from peak | -31.66% | -26.92% | -4.74% |
Average DrawdownAverage peak-to-trough decline | -29.82% | -10.98% | -18.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.34% | 15.50% | -2.16% |
Volatility
RGLD vs. EXE - Volatility Comparison
Royal Gold, Inc. (RGLD) has a higher volatility of 12.33% compared to Expand Energy Corp (EXE) at 7.74%. This indicates that RGLD's price experiences larger fluctuations and is considered to be riskier than EXE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RGLD | EXE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.33% | 7.74% | +4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 32.22% | 22.57% | +9.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.34% | 31.76% | +7.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.58% | 35.13% | -3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.66% | 34.78% | -1.12% |
Dividends
RGLD vs. EXE - Dividend Comparison
RGLD's dividend yield for the trailing twelve months is around 0.89%, less than EXE's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXE Expand Energy Corp | 3.59% | 2.89% | 2.45% | 4.70% | 10.16% | 1.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RGLD Royal Gold, Inc. | 0.89% | 0.81% | 1.21% | 1.24% | 1.24% | 1.14% | 1.05% | 0.87% | 1.17% | 1.17% | 1.45% | 1.81% |
Financials
RGLD vs. EXE - Financials Comparison
This section allows you to compare key financial metrics between Royal Gold, Inc. and Expand Energy Corp. 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
RGLD vs. EXE - Profitability Comparison
RGLD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Royal Gold, Inc. reported a gross profit of 0.00 and revenue of 469.13M. Therefore, the gross margin over that period was 0.0%.
EXE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Expand Energy Corp reported a gross profit of 3.71B and revenue of 4.40B. Therefore, the gross margin over that period was 84.3%.
RGLD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Royal Gold, Inc. reported an operating income of 297.09M and revenue of 469.13M, resulting in an operating margin of 63.3%.
EXE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Expand Energy Corp reported an operating income of 1.53B and revenue of 4.40B, resulting in an operating margin of 34.8%.
RGLD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Royal Gold, Inc. reported a net income of 281.13M and revenue of 469.13M, resulting in a net margin of 59.9%.
EXE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Expand Energy Corp reported a net income of 1.16B and revenue of 4.40B, resulting in a net margin of 26.4%.
Frequently Asked Questions
RGLD and EXE have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RGLD has higher volatility (12.33%) compared to EXE (7.74%). In terms of maximum drawdown, RGLD dropped -98.29% vs EXE's -29.69%.
RGLD currently has the higher Sharpe Ratio (0.43 vs -0.64), 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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