VAL vs. XES
Compare and contrast key facts about Valaris Limited (VAL) and SPDR S&P Oil & Gas Equipment & Services ETF (XES).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VAL or XES.
Correlation
The correlation between VAL and XES is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VAL vs. XES - Performance Comparison
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Key characteristics
VAL:
-0.95
XES:
-0.85
VAL:
-1.29
XES:
-1.02
VAL:
0.84
XES:
0.86
VAL:
-0.73
XES:
-0.37
VAL:
-1.24
XES:
-1.61
VAL:
37.76%
XES:
20.19%
VAL:
51.60%
XES:
39.89%
VAL:
-63.82%
XES:
-95.65%
VAL:
-52.23%
XES:
-85.79%
Returns By Period
In the year-to-date period, VAL achieves a -13.63% return, which is significantly higher than XES's -22.11% return.
VAL
-13.63%
27.20%
-23.58%
-47.59%
N/A
N/A
XES
-22.11%
11.78%
-26.37%
-32.56%
17.70%
-13.48%
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Risk-Adjusted Performance
VAL vs. XES — Risk-Adjusted Performance Rank
VAL
XES
VAL vs. XES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Valaris Limited (VAL) 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.
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Dividends
VAL vs. XES - Dividend Comparison
VAL has not paid dividends to shareholders, while XES's dividend yield for the trailing twelve months is around 1.91%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VAL Valaris Limited | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XES SPDR S&P Oil & Gas Equipment & Services ETF | 1.91% | 1.31% | 0.66% | 0.36% | 1.81% | 1.33% | 1.43% | 1.15% | 1.68% | 0.64% | 2.47% | 1.59% |
Drawdowns
VAL vs. XES - Drawdown Comparison
The maximum VAL drawdown since its inception was -63.82%, smaller than the maximum XES drawdown of -95.65%. Use the drawdown chart below to compare losses from any high point for VAL and XES. For additional features, visit the drawdowns tool.
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Volatility
VAL vs. XES - Volatility Comparison
Valaris Limited (VAL) has a higher volatility of 18.99% compared to SPDR S&P Oil & Gas Equipment & Services ETF (XES) at 14.40%. This indicates that VAL's price experiences larger fluctuations and is considered to be riskier than XES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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