XES vs. PWRZ
XES (SPDR S&P Oil & Gas Equipment & Services ETF) and PWRZ (TrueShares Eagle Global Next Gen Power Infrastructure ETF) are both Energy Equities funds. XES is passively managed, while PWRZ is actively managed. At a correlation of -1.00, they often move in opposite directions. XES charges 0.35%/yr vs 0.75%/yr for PWRZ.
Performance
XES vs. PWRZ - Performance Comparison
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Returns By Period
XES
- 1D
- 0.99%
- 1M
- -8.29%
- 6M
- 29.23%
- YTD
- 38.81%
- 1Y
- 66.68%
- 3Y*
- 10.81%
- 5Y*
- 15.86%
- 10Y*
- -3.78%
PWRZ
- 1D
- -0.17%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XES vs. PWRZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
XES SPDR S&P Oil & Gas Equipment & Services ETF | 2.65% |
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | -0.40% |
Correlation
The correlation between XES and PWRZ is -1.00, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 10, 2026 | -1.00 |
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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 | 1.34 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | — | — |
| Martin ratioReturn relative to average drawdown | 11.71 | — | — |
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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 -0.40%. Use the drawdown chart below to compare losses from any high point for XES and PWRZ.
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Drawdown Indicators
| XES | PWRZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.65% | -0.40% | -95.25% |
Max Drawdown (1Y)Largest decline over 1 year | -20.69% | — | — |
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 | -73.19% | -0.40% | -72.79% |
Average DrawdownAverage peak-to-trough decline | -54.45% | -0.31% | -54.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.77% | — | — |
Volatility
XES vs. PWRZ - Volatility Comparison
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Volatility by Period
| XES | PWRZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.19% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 21.29% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 31.02% | 0.62% | +30.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.85% | 0.62% | +38.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.85% | 0.62% | +44.23% |
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 1.15%, 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 | 1.15% | 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 -1.00, 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 1.15%, compared with 0.00% for PWRZ.
They also come from different issuers: State Street and TrueShares. Their fees differ too: 0.35% for XES and 0.75% for PWRZ.
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