WEEI vs. XOP
Compare and contrast key facts about Westwood Salient Enhanced Energy Income ETF (WEEI) and SPDR S&P Oil & Gas Exploration & Production ETF (XOP).
WEEI and XOP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WEEI is an actively managed fund by Westwood. It was launched on Apr 30, 2024. XOP is a passively managed fund by State Street that tracks the performance of the S&P Oil & Gas Exploration & Production Select Industry. It was launched on Jun 19, 2006.
Performance
WEEI vs. XOP - Performance Comparison
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WEEI vs. XOP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WEEI Westwood Salient Enhanced Energy Income ETF | 16.39% | 11.28% | -3.07% |
XOP SPDR S&P Oil & Gas Exploration & Production ETF | 39.04% | -2.15% | -8.93% |
Returns By Period
In the year-to-date period, WEEI achieves a 16.39% return, which is significantly lower than XOP's 39.04% return.
WEEI
- 1D
- -2.34%
- 1M
- 1.98%
- YTD
- 16.39%
- 6M
- 20.27%
- 1Y
- 18.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XOP
- 1D
- -3.84%
- 1M
- 10.02%
- YTD
- 39.04%
- 6M
- 31.49%
- 1Y
- 35.18%
- 3Y*
- 13.79%
- 5Y*
- 18.14%
- 10Y*
- 5.87%
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WEEI vs. XOP - Expense Ratio Comparison
WEEI has a 0.85% expense ratio, which is higher than XOP's 0.35% expense ratio.
Return for Risk
WEEI vs. XOP — Risk / Return Rank
WEEI
XOP
WEEI vs. XOP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Westwood Salient Enhanced Energy Income ETF (WEEI) and SPDR S&P Oil & Gas Exploration & Production ETF (XOP). 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.
| WEEI | XOP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.05 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.48 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.51 | -0.48 |
Martin ratioReturn relative to average drawdown | 3.12 | 4.90 | -1.79 |
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
| WEEI | XOP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.05 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.53 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.15 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.07 | +0.63 |
Correlation
The correlation between WEEI and XOP is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WEEI vs. XOP - Dividend Comparison
WEEI's dividend yield for the trailing twelve months is around 11.24%, more than XOP's 1.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEEI Westwood Salient Enhanced Energy Income ETF | 11.24% | 12.59% | 7.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XOP SPDR S&P Oil & Gas Exploration & Production ETF | 1.86% | 2.62% | 2.45% | 2.63% | 2.47% | 1.61% | 2.34% | 1.47% | 0.99% | 0.76% | 0.76% | 2.21% |
Drawdowns
WEEI vs. XOP - Drawdown Comparison
The maximum WEEI drawdown since its inception was -18.78%, smaller than the maximum XOP drawdown of -90.27%. Use the drawdown chart below to compare losses from any high point for WEEI and XOP.
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Drawdown Indicators
| WEEI | XOP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.78% | -90.27% | +71.49% |
Max Drawdown (1Y)Largest decline over 1 year | -18.36% | -23.81% | +5.45% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.98% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -82.61% | — |
Current DrawdownCurrent decline from peak | -3.31% | -35.01% | +31.70% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -42.64% | +38.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.09% | 7.33% | -1.24% |
Volatility
WEEI vs. XOP - Volatility Comparison
The current volatility for Westwood Salient Enhanced Energy Income ETF (WEEI) is 3.17%, while SPDR S&P Oil & Gas Exploration & Production ETF (XOP) has a volatility of 8.36%. This indicates that WEEI experiences smaller price fluctuations and is considered to be less risky than XOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEEI | XOP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 8.36% | -5.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 19.57% | -10.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.43% | 33.73% | -13.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.24% | 34.12% | -15.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 40.29% | -22.05% |