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THNPY vs. XOEF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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.

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Returns By Period

In the year-to-date period, THNPY achieves a -7.36% return, which is significantly lower than XOEF's 14.99% return.


THNPY

1D
1.38%
1M
-9.70%
6M
-8.74%
YTD
-7.36%
1Y
-18.85%
3Y*
18.49%
5Y*
24.15%
10Y*
ALL TIME*
21.62%

XOEF

1D
0.24%
1M
-0.82%
6M
10.02%
YTD
14.99%
1Y
21.68%
3Y*
5Y*
10Y*
ALL TIME*
18.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$108.38K$330.81K$311.70K
$70.06K$115.19K$90.79K

THNPY vs. XOEF - Yearly Performance Comparison


2026 (YTD)2025
THNPY
Technip Energies NV ADR
-7.36%-8.89%
XOEF
iShares S&P 500 ex S&P 100 ETF
14.99%4.27%

Correlation

The correlation between THNPY and XOEF is 0.26, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.26

Correlation (All Time)
Calculated using the full available price history since Jul 9, 2025

0.26

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Return for Risk

THNPY vs. XOEF — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

THNPY
THNPY Risk / Return Rank: 1919
Overall Rank
THNPY Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
THNPY Sortino Ratio Rank: 2020
Sortino Ratio Rank
THNPY Omega Ratio Rank: 1919
Omega Ratio Rank
THNPY Calmar Ratio Rank: 2020
Calmar Ratio Rank
THNPY Martin Ratio Rank: 1717
Martin Ratio Rank

XOEF
XOEF Risk / Return Rank: 7171
Overall Rank
XOEF Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
XOEF Sortino Ratio Rank: 7070
Sortino Ratio Rank
XOEF Omega Ratio Rank: 6464
Omega Ratio Rank
XOEF Calmar Ratio Rank: 7575
Calmar Ratio Rank
XOEF Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


THNPYXOEFDifference
Sharpe ratioReturn per unit of total volatility

-2.13

Sortino ratioReturn per unit of downside risk

-2.84

Omega ratioGain probability vs. loss probability

0.93

1.28

-0.35

Calmar ratioReturn relative to maximum drawdown

-0.65

2.67

-3.32

Martin ratioReturn relative to average drawdown

-1.16

10.28

-11.44

THNPY vs. XOEF - Sharpe Ratio Comparison

The current THNPY Sharpe Ratio is -0.54, which is lower than the XOEF Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of THNPY and XOEF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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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.


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Drawdown Indicators


THNPYXOEFDifference

Max Drawdown

Largest peak-to-trough decline

-44.46%

-7.66%

-36.80%

Max Drawdown (1Y)

Largest decline over 1 year

-28.28%

-7.66%

-20.62%

Max Drawdown (3Y)

Largest decline over 3 years

-28.28%

Max Drawdown (5Y)

Largest decline over 5 years

-41.82%

Current Drawdown

Current decline from peak

-27.29%

-1.99%

-25.30%

Average Drawdown

Average peak-to-trough decline

-12.48%

-1.30%

-11.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.83%

1.99%

+13.84%

Volatility

THNPY vs. XOEF - Volatility Comparison

Technip Energies NV ADR (THNPY) has a higher volatility of 11.81% compared to iShares S&P 500 ex S&P 100 ETF (XOEF) at 2.92%. This indicates that THNPY's price experiences larger fluctuations and is considered to be riskier than XOEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


THNPYXOEFDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.81%

2.92%

+8.89%

Volatility (6M)

Calculated over the trailing 6-month period

26.54%

9.89%

+16.65%

Volatility (1Y)

Calculated over the trailing 1-year period

34.13%

12.90%

+21.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.00%

12.67%

+24.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.39%

12.67%

+25.72%

Dividends

THNPY vs. XOEF - Dividend Comparison

THNPY's dividend yield for the trailing twelve months is around 3.35%, more than XOEF's 1.06% yield.


PositionTTM2025202420232022
THNPY
Technip Energies NV ADR
3.35%2.44%2.32%2.40%3.05%
XOEF
iShares S&P 500 ex S&P 100 ETF
1.06%0.63%0.00%0.00%0.00%

Frequently Asked Questions


THNPY and XOEF have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

THNPY has higher volatility (11.81%) compared to XOEF (2.92%). In terms of maximum drawdown, THNPY dropped -44.46% vs XOEF's -7.66%.

XOEF currently has the higher Sharpe Ratio (1.59 vs -0.54), 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.

Portfolio Optimizer

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