SPOG.L vs. XLE
Compare and contrast key facts about iShares Oil & Gas Exploration & Production UCITS ETF (SPOG.L) and Energy Select Sector SPDR Fund (XLE).
SPOG.L and XLE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPOG.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Energy NR USD. It was launched on Sep 16, 2011. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998. Both SPOG.L and XLE 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: SPOG.L or XLE.
Key characteristics
| SPOG.L | XLE | |
|---|---|---|
| YTD Return | 5.96% | 15.94% |
| 1Y Return | 1.41% | 16.00% |
| 3Y Return (Ann) | 15.16% | 22.47% |
| 5Y Return (Ann) | 13.51% | 15.03% |
| 10Y Return (Ann) | 2.88% | 5.05% |
| Sharpe Ratio | 0.26 | 0.89 |
| Sortino Ratio | 0.49 | 1.29 |
| Omega Ratio | 1.06 | 1.16 |
| Calmar Ratio | 0.21 | 1.19 |
| Martin Ratio | 0.51 | 2.76 |
| Ulcer Index | 10.53% | 5.71% |
| Daily Std Dev | 20.65% | 17.79% |
| Max Drawdown | -76.49% | -71.54% |
| Current Drawdown | -14.64% | -1.69% |
Correlation
The correlation between SPOG.L and XLE is 0.63, 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.
Performance
SPOG.L vs. XLE - Performance Comparison
In the year-to-date period, SPOG.L achieves a 5.96% return, which is significantly lower than XLE's 15.94% return. Over the past 10 years, SPOG.L has underperformed XLE with an annualized return of 2.88%, while XLE has yielded a comparatively higher 5.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SPOG.L vs. XLE - Expense Ratio Comparison
SPOG.L has a 0.55% expense ratio, which is higher than XLE's 0.13% expense ratio.
Risk-Adjusted Performance
SPOG.L vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Oil & Gas Exploration & Production UCITS ETF (SPOG.L) and Energy Select Sector SPDR Fund (XLE). 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.
Dividends
SPOG.L vs. XLE - Dividend Comparison
SPOG.L has not paid dividends to shareholders, while XLE's dividend yield for the trailing twelve months is around 3.14%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPOG.L iShares Oil & Gas Exploration & Production UCITS 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% |
XLE Energy Select Sector SPDR Fund | 3.14% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% | 1.73% |
Drawdowns
SPOG.L vs. XLE - Drawdown Comparison
The maximum SPOG.L drawdown since its inception was -76.49%, which is greater than XLE's maximum drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for SPOG.L and XLE. For additional features, visit the drawdowns tool.
Volatility
SPOG.L vs. XLE - Volatility Comparison
The current volatility for iShares Oil & Gas Exploration & Production UCITS ETF (SPOG.L) is 4.55%, while Energy Select Sector SPDR Fund (XLE) has a volatility of 4.83%. This indicates that SPOG.L experiences smaller price fluctuations and is considered to be less risky than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.