SM vs. XOM
SM (SM Energy Company) and XOM (Exxon Mobil Corporation) are both stocks. Both are in the Energy sector — SM in Oil & Gas E&P, XOM in Oil & Gas Integrated. Over the past 10 years, SM returned 0.47%/yr vs 9.82%/yr for XOM. At a 0.46 correlation, their price movements are largely independent.
Performance
SM vs. XOM - Performance Comparison
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Returns By Period
In the year-to-date period, SM achieves a 73.72% return, which is significantly higher than XOM's 26.26% return. Over the past 10 years, SM has underperformed XOM with an annualized return of 0.47%, while XOM has yielded a comparatively higher 9.82% annualized return.
SM
- 1D
- -5.15%
- 1M
- 12.82%
- YTD
- 73.72%
- 6M
- 63.18%
- 1Y
- 39.05%
- 3Y*
- 7.21%
- 5Y*
- 8.17%
- 10Y*
- 0.47%
XOM
- 1D
- -1.39%
- 1M
- 1.51%
- YTD
- 26.26%
- 6M
- 30.38%
- 1Y
- 51.92%
- 3Y*
- 16.01%
- 5Y*
- 24.00%
- 10Y*
- 9.82%
SM vs. XOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SM SM Energy Company | 73.72% | -49.72% | 1.84% | 13.14% | 18.58% | 382.16% | -44.85% | -26.72% | -29.60% | -35.65% |
XOM Exxon Mobil Corporation | 26.26% | 15.98% | 11.26% | -6.26% | 87.41% | 57.58% | -36.21% | 7.23% | -15.09% | -3.81% |
Correlation
The correlation between SM and XOM is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Dec 22, 1992 | 0.46 |
The correlation between SM and XOM shifts across timeframes, from 0.46 (all time) to 0.68 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SM:
$5.40
XOM:
$5.93
SM:
5.97
XOM:
25.29
SM:
0.01
XOM:
1.17
SM:
1.20
XOM:
1.96
SM:
$2.31B
XOM:
$326.01B
SM:
$660.35M
XOM:
$83.11B
SM:
$1.94B
XOM:
$60.44B
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Return for Risk
SM vs. XOM — Risk / Return Rank
SM
XOM
SM vs. XOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SM Energy Company (SM) and Exxon Mobil Corporation (XOM). 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.
| SM | XOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.35 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.03 | 3.33 | -2.30 |
| Martin ratioReturn relative to average drawdown | 1.92 | 9.35 | -7.43 |
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
| SM | XOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 2.13 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.90 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.35 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.47 | -0.34 |
Drawdowns
SM vs. XOM - Drawdown Comparison
The maximum SM drawdown since its inception was -98.85%, which is greater than XOM's maximum drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for SM and XOM.
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Drawdown Indicators
| SM | XOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.85% | -62.40% | -36.45% |
Max Drawdown (1Y)Largest decline over 1 year | -38.16% | -15.69% | -22.47% |
Max Drawdown (3Y)Largest decline over 3 years | -64.87% | -18.92% | -45.95% |
Max Drawdown (5Y)Largest decline over 5 years | -65.01% | -20.51% | -44.50% |
Max Drawdown (10Y)Largest decline over 10 years | -97.46% | -61.34% | -36.12% |
Current DrawdownCurrent decline from peak | -60.24% | -11.97% | -48.27% |
Average DrawdownAverage peak-to-trough decline | -39.91% | -10.20% | -29.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.36% | 5.57% | +14.79% |
Volatility
SM vs. XOM - Volatility Comparison
SM Energy Company (SM) has a higher volatility of 15.01% compared to Exxon Mobil Corporation (XOM) at 9.27%. This indicates that SM's price experiences larger fluctuations and is considered to be riskier than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SM | XOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.01% | 9.27% | +5.74% |
Volatility (6M)Calculated over the trailing 6-month period | 36.90% | 20.28% | +16.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 50.03% | 24.48% | +25.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.04% | 26.73% | +27.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 80.06% | 28.18% | +51.88% |
Dividends
SM vs. XOM - Dividend Comparison
SM's dividend yield for the trailing twelve months is around 2.55%, less than XOM's 2.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SM SM Energy Company | 2.55% | 5.35% | 1.91% | 1.55% | 0.46% | 0.07% | 0.33% | 0.89% | 0.65% | 0.45% | 0.29% | 0.51% |
XOM Exxon Mobil Corporation | 2.72% | 3.32% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% |
Financials
SM vs. XOM - Financials Comparison
This section allows you to compare key financial metrics between SM Energy Company and Exxon Mobil Corporation. 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
Frequently Asked Questions
SM and XOM have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SM has higher volatility (15.01%) compared to XOM (9.27%). In terms of maximum drawdown, SM dropped -98.85% vs XOM's -62.40%.
XOM currently has the higher Sharpe Ratio (2.13 vs 0.78), 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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