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XLE vs. COP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XLE vs. COP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Energy Select Sector SPDR ETF (XLE) and ConocoPhillips Company (COP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XLE achieves a 32.26% return, which is significantly higher than COP's 29.31% return. Over the past 10 years, XLE has underperformed COP with an annualized return of 9.99%, while COP has yielded a comparatively higher 13.58% annualized return.


XLE

1D
0.07%
1M
-1.18%
YTD
32.26%
6M
29.34%
1Y
47.98%
3Y*
17.74%
5Y*
20.45%
10Y*
9.99%

COP

1D
0.15%
1M
-2.60%
YTD
29.31%
6M
29.99%
1Y
43.32%
3Y*
8.84%
5Y*
18.99%
10Y*
13.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLE vs. COP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XLE
State Street Energy Select Sector SPDR ETF
32.26%7.88%5.56%-0.63%64.32%53.28%-32.67%11.74%-18.22%-0.89%
COP
ConocoPhillips Company
29.31%-2.34%-12.02%1.98%71.69%86.60%-36.04%6.63%15.63%11.95%

Correlation

The correlation between XLE and COP is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.89

Correlation (3Y)
Calculated over the trailing 3-year period

0.88

Correlation (5Y)
Calculated over the trailing 5-year period

0.90

Correlation (10Y)
Calculated over the trailing 10-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Dec 23, 1998

0.84

The correlation between XLE and COP has been stable across timeframes, ranging from 0.84 to 0.90 - a consistent structural relationship.

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Return for Risk

XLE vs. COP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XLE
XLE Risk / Return Rank: 7070
Overall Rank
XLE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
XLE Sortino Ratio Rank: 6767
Sortino Ratio Rank
XLE Omega Ratio Rank: 6464
Omega Ratio Rank
XLE Calmar Ratio Rank: 7979
Calmar Ratio Rank
XLE Martin Ratio Rank: 6565
Martin Ratio Rank

COP
COP Risk / Return Rank: 7878
Overall Rank
COP Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
COP Sortino Ratio Rank: 7676
Sortino Ratio Rank
COP Omega Ratio Rank: 7272
Omega Ratio Rank
COP Calmar Ratio Rank: 8282
Calmar Ratio Rank
COP Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XLE vs. COP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Energy Select Sector SPDR ETF (XLE) and ConocoPhillips Company (COP). 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.


XLECOPDifference
Sharpe ratioReturn per unit of total volatility

+0.87

Sortino ratioReturn per unit of downside risk

+0.96

Omega ratioGain probability vs. loss probability

1.38

1.24

+0.14

Calmar ratioReturn relative to maximum drawdown

4.00

2.92

+1.08

Martin ratioReturn relative to average drawdown

11.60

6.62

+4.97

XLE vs. COP - Sharpe Ratio Comparison

The current XLE Sharpe Ratio is 2.36, which is higher than the COP Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of XLE and COP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


XLECOPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.36

1.49

+0.87

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

0.58

+0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.36

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.23

+0.08

Drawdowns

XLE vs. COP - Drawdown Comparison

The maximum XLE drawdown since its inception was -71.26%, smaller than the maximum COP drawdown of -84.55%. Use the drawdown chart below to compare losses from any high point for XLE and COP.


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Drawdown Indicators


XLECOPDifference

Max Drawdown

Largest peak-to-trough decline

-71.26%

-84.55%

+13.29%

Max Drawdown (1Y)

Largest decline over 1 year

-12.05%

-14.90%

+2.85%

Max Drawdown (3Y)

Largest decline over 3 years

-20.14%

-36.19%

+16.05%

Max Drawdown (5Y)

Largest decline over 5 years

-26.04%

-36.19%

+10.15%

Max Drawdown (10Y)

Largest decline over 10 years

-66.81%

-70.66%

+3.85%

Current Drawdown

Current decline from peak

-6.09%

-10.23%

+4.14%

Average Drawdown

Average peak-to-trough decline

-17.98%

-25.48%

+7.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.15%

6.56%

-2.41%

Volatility

XLE vs. COP - Volatility Comparison

The current volatility for State Street Energy Select Sector SPDR ETF (XLE) is 8.25%, while ConocoPhillips Company (COP) has a volatility of 8.85%. This indicates that XLE experiences smaller price fluctuations and is considered to be less risky than COP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XLECOPDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.25%

8.85%

-0.60%

Volatility (6M)

Calculated over the trailing 6-month period

16.51%

22.77%

-6.26%

Volatility (1Y)

Calculated over the trailing 1-year period

20.50%

29.25%

-8.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.01%

32.72%

-6.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.58%

37.67%

-8.09%

Dividends

XLE vs. COP - Dividend Comparison

XLE's dividend yield for the trailing twelve months is around 2.54%, less than COP's 2.77% yield.


PositionTTM20252024202320222021202020192018201720162015
COP
ConocoPhillips Company
2.77%3.40%3.35%3.37%4.23%2.70%4.23%2.05%1.86%1.93%1.99%6.30%
XLE
State Street Energy Select Sector SPDR ETF
2.54%3.28%3.36%3.55%3.68%4.21%5.62%6.72%3.54%3.03%2.26%3.39%

Frequently Asked Questions


XLE and COP have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COP has higher volatility (8.85%) compared to XLE (8.25%). In terms of maximum drawdown, XLE dropped -71.26% vs COP's -84.55%.

XLE currently has the higher Sharpe Ratio (2.36 vs 1.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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