XES vs. PWRZ
XES (SPDR S&P Oil & Gas Equipment & Services ETF) and PWRZ (TrueShares Eagle Global Next Gen Power Infrastructure ETF) are both exchange-traded funds - XES is a Energy Equities fund tracking the S&P Oil & Gas Equipment & Services Select Industry Index, while PWRZ is a Infrastructure Equities fund actively managed by TrueShares. XES is passively managed, while PWRZ is actively managed. Their correlation of 0.82 means they have usually moved in the same direction. XES charges 0.35%/yr vs 0.75%/yr for PWRZ.
Performance
XES vs. PWRZ - Performance Comparison
Loading charts...
Returns By Period
XES
- 1D
- 3.09%
- 1M
- 4.23%
- 6M
- 12.93%
- YTD
- 36.38%
- 1Y
- 76.64%
- 3Y*
- 7.20%
- 5Y*
- 17.17%
- 10Y*
- -2.88%
- ALL TIME*
- -3.56%
PWRZ
- 1D
- -0.01%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $11.69K | $10.99K | $10.99K | |
| $5.46M | $8.52M | $12.51M |
XES vs. PWRZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
XES SPDR S&P Oil & Gas Equipment & Services ETF | 0.85% |
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | -1.03% |
Correlation
The correlation between XES and PWRZ is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 10, 2026 | 0.82 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XES vs. PWRZ — Risk / Return Rank
XES
PWRZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XES vs. PWRZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Oil & Gas Equipment & Services ETF (XES) and TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ). 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.
| XES | PWRZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.35 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.23 | — | — |
| Martin ratioReturn relative to average drawdown | 10.31 | — | — |
Loading charts...
Drawdowns
XES vs. PWRZ - Drawdown Comparison
The maximum XES drawdown since its inception was -95.65%, which is greater than PWRZ's maximum drawdown of -3.62%. Use the drawdown chart below to compare losses from any high point for XES and PWRZ.
Loading charts...
Drawdown Indicators
| XES | PWRZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.65% | -3.62% | -92.03% |
Max Drawdown (1Y)Largest decline over 1 year | -21.48% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -45.95% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -45.95% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -91.23% | — | — |
Current DrawdownCurrent decline from peak | -73.66% | -2.39% | -71.27% |
Average DrawdownAverage peak-to-trough decline | -54.50% | -1.20% | -53.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.73% | — | — |
Volatility
XES vs. PWRZ - Volatility Comparison
Loading charts...
Volatility by Period
| XES | PWRZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.34% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 21.60% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 30.74% | 12.56% | +18.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.63% | 12.56% | +26.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.85% | 12.56% | +32.29% |
XES vs. PWRZ - Expense Ratio Comparison
XES has a 0.35% expense ratio, which is lower than PWRZ's 0.75% expense ratio.
Dividends
XES vs. PWRZ - Dividend Comparison
XES's dividend yield for the trailing twelve months is around 1.17%, while PWRZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | 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 | 1.17% | 1.69% | 1.31% | 0.66% | 0.36% | 1.81% | 1.33% | 1.43% | 1.14% | 1.68% | 0.64% | 2.47% |
Frequently Asked Questions
XES and PWRZ have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XES is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XES is cheaper with a 0.35% expense ratio, compared with 0.75% for PWRZ.
XES has the higher dividend yield at 1.17%, compared with 0.00% for PWRZ.
XES is categorized as Energy Equities, while PWRZ is Infrastructure Equities. They also come from different issuers: State Street and TrueShares. Their fees differ too: 0.35% for XES and 0.75% for PWRZ.
Find the right allocation for XES and PWRZ
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer