SOLR vs. XES
Compare and contrast key facts about SmartETFs Sustainable Energy II ETF (SOLR) and SPDR S&P Oil & Gas Equipment & Services ETF (XES).
SOLR and XES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SOLR is an actively managed fund by SmartETFs. It was launched on Nov 11, 2020. XES is a passively managed fund by State Street that tracks the performance of the S&P Oil & Gas Equipment & Services Select Industry Index. It was launched on Jun 19, 2006.
Performance
SOLR vs. XES - Performance Comparison
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SOLR vs. XES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SOLR SmartETFs Sustainable Energy II ETF | -0.57% | 26.72% | -12.41% | -0.78% | -11.87% | 11.48% | 19.67% |
XES SPDR S&P Oil & Gas Equipment & Services ETF | 42.33% | 5.89% | -5.44% | 6.68% | 62.03% | 12.00% | 37.59% |
Returns By Period
In the year-to-date period, SOLR achieves a -0.57% return, which is significantly lower than XES's 42.33% return.
SOLR
- 1D
- 3.55%
- 1M
- -9.09%
- YTD
- -0.57%
- 6M
- 1.21%
- 1Y
- 32.04%
- 3Y*
- 0.03%
- 5Y*
- 0.74%
- 10Y*
- —
XES
- 1D
- 0.91%
- 1M
- 3.20%
- YTD
- 42.33%
- 6M
- 61.87%
- 1Y
- 65.92%
- 3Y*
- 17.22%
- 5Y*
- 17.28%
- 10Y*
- -2.35%
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SOLR vs. XES - Expense Ratio Comparison
SOLR has a 0.79% expense ratio, which is higher than XES's 0.35% expense ratio.
Return for Risk
SOLR vs. XES — Risk / Return Rank
SOLR
XES
SOLR vs. XES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartETFs Sustainable Energy II ETF (SOLR) 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.
| SOLR | XES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 1.66 | -0.19 |
Sortino ratioReturn per unit of downside risk | 2.14 | 2.11 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 2.40 | -0.28 |
Martin ratioReturn relative to average drawdown | 7.74 | 7.21 | +0.53 |
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
| SOLR | XES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.66 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.44 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.05 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | -0.08 | +0.29 |
Correlation
The correlation between SOLR and XES is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SOLR vs. XES - Dividend Comparison
SOLR's dividend yield for the trailing twelve months is around 0.68%, less than XES's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOLR SmartETFs Sustainable Energy II ETF | 0.68% | 0.67% | 0.93% | 0.42% | 1.29% | 2.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XES SPDR S&P Oil & Gas Equipment & Services ETF | 1.19% | 1.69% | 1.31% | 0.66% | 0.36% | 1.81% | 1.33% | 1.43% | 1.14% | 1.68% | 0.64% | 2.47% |
Drawdowns
SOLR vs. XES - Drawdown Comparison
The maximum SOLR drawdown since its inception was -39.46%, smaller than the maximum XES drawdown of -95.65%. Use the drawdown chart below to compare losses from any high point for SOLR and XES.
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Drawdown Indicators
| SOLR | XES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.46% | -95.65% | +56.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -27.52% | +12.89% |
Max Drawdown (5Y)Largest decline over 5 years | -39.46% | -45.95% | +6.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -91.23% | — |
Current DrawdownCurrent decline from peak | -11.59% | -72.51% | +60.92% |
Average DrawdownAverage peak-to-trough decline | -16.00% | -54.22% | +38.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.00% | 9.14% | -5.14% |
Volatility
SOLR vs. XES - Volatility Comparison
SmartETFs Sustainable Energy II ETF (SOLR) has a higher volatility of 8.42% compared to SPDR S&P Oil & Gas Equipment & Services ETF (XES) at 7.76%. This indicates that SOLR's price experiences larger fluctuations and is considered to be riskier than XES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOLR | XES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.42% | 7.76% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 14.49% | 22.14% | -7.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.01% | 40.03% | -18.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.02% | 39.84% | -17.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.69% | 45.20% | -22.51% |