SUN vs. XOM
SUN (Sunoco LP) and XOM (Exxon Mobil Corporation) are both stocks. Both are in the Energy sector — SUN in Oil & Gas Refining & Marketing, XOM in Oil & Gas Integrated. Over the past 10 years, SUN returned 18.61%/yr vs 10.04%/yr for XOM. At a 0.34 correlation, their price movements are largely independent.
Performance
SUN vs. XOM - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with SUN having a 28.86% return and XOM slightly lower at 27.80%. Over the past 10 years, SUN has outperformed XOM with an annualized return of 18.61%, while XOM has yielded a comparatively lower 10.04% annualized return.
SUN
- 1D
- -1.15%
- 1M
- -2.20%
- YTD
- 28.86%
- 6M
- 25.56%
- 1Y
- 29.97%
- 3Y*
- 21.63%
- 5Y*
- 20.04%
- 10Y*
- 18.61%
XOM
- 1D
- 1.22%
- 1M
- 5.68%
- YTD
- 27.80%
- 6M
- 32.61%
- 1Y
- 50.17%
- 3Y*
- 16.03%
- 5Y*
- 23.83%
- 10Y*
- 10.04%
SUN vs. XOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 28.86% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
XOM Exxon Mobil Corporation | 27.80% | 15.98% | 11.26% | -6.26% | 87.41% | 57.58% | -36.21% | 7.23% | -15.09% | -3.81% |
Correlation
The correlation between SUN and XOM is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.34 |
The correlation between SUN and XOM shifts across timeframes, from 0.30 (1 year) to 0.40 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SUN:
$3.38T
XOM:
$634.77B
SUN:
$0.06
XOM:
$5.93
SUN:
1.02K
XOM:
25.60
SUN:
42.48
XOM:
1.99
SUN:
1.30K
XOM:
2.50
SUN:
$20.02B
XOM:
$326.01B
SUN:
$1.75B
XOM:
$83.11B
SUN:
$2.10B
XOM:
$60.44B
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Return for Risk
SUN vs. XOM — Risk / Return Rank
SUN
XOM
SUN vs. XOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) 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.
| SUN | XOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.34 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 3.21 | -0.45 |
| Martin ratioReturn relative to average drawdown | 7.02 | 8.97 | -1.95 |
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
| SUN | XOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 2.07 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.90 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.36 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.48 | +0.05 |
Drawdowns
SUN vs. XOM - Drawdown Comparison
The maximum SUN drawdown since its inception was -65.47%, roughly equal to the maximum XOM drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for SUN and XOM.
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Drawdown Indicators
| SUN | XOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -62.40% | -3.07% |
Max Drawdown (1Y)Largest decline over 1 year | -10.91% | -15.69% | +4.78% |
Max Drawdown (3Y)Largest decline over 3 years | -21.29% | -18.92% | -2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -20.51% | -0.78% |
Max Drawdown (10Y)Largest decline over 10 years | -62.94% | -61.34% | -1.60% |
Current DrawdownCurrent decline from peak | -9.29% | -10.90% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -16.31% | -10.20% | -6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 5.61% | -1.33% |
Volatility
SUN vs. XOM - Volatility Comparison
The current volatility for Sunoco LP (SUN) is 8.42%, while Exxon Mobil Corporation (XOM) has a volatility of 9.20%. This indicates that SUN experiences smaller price fluctuations and is considered to be less risky 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
| SUN | XOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.42% | 9.20% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 16.61% | 20.29% | -3.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.92% | 24.44% | -1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.62% | 26.73% | -3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.75% | 28.19% | +3.56% |
Dividends
SUN vs. XOM - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 5.73%, more than XOM's 2.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 5.73% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
XOM Exxon Mobil Corporation | 2.69% | 3.32% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% |
Financials
SUN vs. XOM - Financials Comparison
This section allows you to compare key financial metrics between Sunoco LP 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
SUN and XOM have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XOM has higher volatility (9.20%) compared to SUN (8.42%). In terms of maximum drawdown, SUN dropped -65.47% vs XOM's -62.40%.
XOM currently has the higher Sharpe Ratio (2.07 vs 1.32), 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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