THNPY vs. XOEF

Last updated Jun 4, 2026

THNPY (Technip Energies NV ADR) is a stock, while XOEF (iShares S&P 500 ex S&P 100 ETF) is S&P 500 fund tracking the S&P 500 Ex-S&P 100 Select Index. At a 0.30 correlation, their price movements are largely independent.

Performance

THNPY vs. XOEF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Technip Energies NV ADR (THNPY) and iShares S&P 500 ex S&P 100 ETF (XOEF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, THNPY achieves a 8.36% return, which is significantly lower than XOEF's 13.92% return.

THNPY

• 1D: -0.61%
• 1M: -7.73%
• YTD: 8.36%
• 6M: 9.26%
• 1Y: 6.38%
• 3Y*: 29.19%
• 5Y*: 23.63%
• 10Y*: —

XOEF

• 1D: -0.13%
• 1M: 4.07%
• YTD: 13.92%
• 6M: 14.53%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

THNPY vs. XOEF - Yearly Performance Comparison

	2026 (YTD)	2025
THNPY Technip Energies NV ADR	8.36%	-9.59%
XOEF iShares S&P 500 ex S&P 100 ETF	13.92%	4.15%

Correlation

The correlation between THNPY and XOEF is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 10, 2025	0.30

Return for Risk

THNPY vs. XOEF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

THNPY

THNPY Risk / Return Rank: 46
THNPY Sharpe Ratio Rank: 49
THNPY Sortino Ratio Rank: 42
THNPY Omega Ratio Rank: 43
THNPY Calmar Ratio Rank: 47
THNPY Martin Ratio Rank: 46

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

THNPY vs. XOEF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Technip Energies NV ADR (THNPY) and iShares S&P 500 ex S&P 100 ETF (XOEF). 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.

	THNPY	XOEF	Difference
Sharpe ratio Return per unit of total volatility	0.20	—	—
Sortino ratio Return per unit of downside risk	0.48	—	—
Omega ratio Gain probability vs. loss probability	1.07	—	—
Calmar ratio Return relative to maximum drawdown	0.25	—	—
Martin ratio Return relative to average drawdown	0.46	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	THNPY	XOEF	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.20	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.64	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.68	1.66	-0.98

Drawdowns

THNPY vs. XOEF - Drawdown Comparison

The maximum THNPY drawdown since its inception was -44.46%, which is greater than XOEF's maximum drawdown of -7.66%. Use the drawdown chart below to compare losses from any high point for THNPY and XOEF.

Drawdown Indicators

	THNPY	XOEF	Difference
Max Drawdown Largest peak-to-trough decline	-44.46%	-7.66%	-36.80%
Max Drawdown (1Y) Largest decline over 1 year	-25.32%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-25.32%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-41.82%	—	—
Current Drawdown Current decline from peak	-14.95%	-0.13%	-14.82%
Average Drawdown Average peak-to-trough decline	-12.32%	-1.31%	-11.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.03%	—	—

Volatility

Volatility by Period

	THNPY	XOEF	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.54%	—	—
Volatility (6M) Calculated over the trailing 6-month period	24.05%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	32.27%	12.62%	+19.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.95%	12.62%	+24.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	38.47%	12.62%	+25.85%

Dividends

THNPY vs. XOEF - Dividend Comparison

THNPY's dividend yield for the trailing twelve months is around 2.86%, more than XOEF's 0.79% yield.

Position	TTM	2025	2024	2023	2022
THNPY Technip Energies NV ADR	2.86%	2.44%	2.32%	2.40%	3.05%
XOEF iShares S&P 500 ex S&P 100 ETF	0.79%	0.63%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both THNPY and XOEF in my portfolio?

THNPY and XOEF 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.