USAI vs. XES
Compare and contrast key facts about Pacer American Energy Independence ETF (USAI) and SPDR S&P Oil & Gas Equipment & Services ETF (XES).
USAI and XES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USAI is a passively managed fund by Pacer that tracks the performance of the American Energy Independence Index. It was launched on Dec 13, 2017. 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. Both USAI and XES are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
USAI vs. XES - Performance Comparison
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USAI vs. XES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USAI Pacer American Energy Independence ETF | 21.85% | 0.69% | 43.99% | 14.21% | 19.82% | 37.10% | -15.10% | 21.63% | -17.31% | 3.69% |
XES SPDR S&P Oil & Gas Equipment & Services ETF | 39.21% | 5.89% | -5.44% | 6.68% | 62.03% | 12.00% | -43.38% | -9.00% | -46.99% | 7.94% |
Returns By Period
In the year-to-date period, USAI achieves a 21.85% return, which is significantly lower than XES's 39.21% return.
USAI
- 1D
- -2.15%
- 1M
- -0.91%
- YTD
- 21.85%
- 6M
- 18.66%
- 1Y
- 16.93%
- 3Y*
- 26.78%
- 5Y*
- 22.13%
- 10Y*
- —
XES
- 1D
- -2.19%
- 1M
- 0.77%
- YTD
- 39.21%
- 6M
- 55.34%
- 1Y
- 59.95%
- 3Y*
- 16.36%
- 5Y*
- 16.76%
- 10Y*
- -2.56%
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USAI vs. XES - Expense Ratio Comparison
USAI has a 0.75% expense ratio, which is higher than XES's 0.35% expense ratio.
Return for Risk
USAI vs. XES — Risk / Return Rank
USAI
XES
USAI vs. XES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer American Energy Independence ETF (USAI) 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.
| USAI | XES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.50 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.97 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 2.26 | -1.15 |
Martin ratioReturn relative to average drawdown | 3.17 | 6.81 | -3.63 |
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
| USAI | XES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.50 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.09 | 0.42 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.06 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | -0.08 | +0.59 |
Correlation
The correlation between USAI and XES is 0.70, 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
USAI vs. XES - Dividend Comparison
USAI's dividend yield for the trailing twelve months is around 4.18%, more than XES's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USAI Pacer American Energy Independence ETF | 4.18% | 5.03% | 3.62% | 4.99% | 5.41% | 6.15% | 7.67% | 6.50% | 5.56% | 0.08% | 0.00% | 0.00% |
XES SPDR S&P Oil & Gas Equipment & Services ETF | 1.22% | 1.69% | 1.31% | 0.66% | 0.36% | 1.81% | 1.33% | 1.43% | 1.14% | 1.68% | 0.64% | 2.47% |
Drawdowns
USAI vs. XES - Drawdown Comparison
The maximum USAI drawdown since its inception was -65.25%, smaller than the maximum XES drawdown of -95.65%. Use the drawdown chart below to compare losses from any high point for USAI and XES.
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Drawdown Indicators
| USAI | XES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.25% | -95.65% | +30.40% |
Max Drawdown (1Y)Largest decline over 1 year | -15.52% | -27.52% | +12.00% |
Max Drawdown (5Y)Largest decline over 5 years | -20.68% | -45.95% | +25.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -91.23% | — |
Current DrawdownCurrent decline from peak | -4.86% | -73.12% | +68.26% |
Average DrawdownAverage peak-to-trough decline | -9.46% | -54.22% | +44.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.47% | 9.15% | -3.68% |
Volatility
USAI vs. XES - Volatility Comparison
The current volatility for Pacer American Energy Independence ETF (USAI) is 4.25%, while SPDR S&P Oil & Gas Equipment & Services ETF (XES) has a volatility of 7.93%. This indicates that USAI experiences smaller price fluctuations and is considered to be less risky 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
| USAI | XES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 7.93% | -3.68% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 22.22% | -11.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.76% | 40.10% | -20.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.45% | 39.83% | -19.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.44% | 45.19% | -17.75% |