XOEF vs. MAIN
XOEF (iShares S&P 500 ex S&P 100 ETF) is S&P 500 fund tracking the S&P 500 Ex-S&P 100 Select Index, while MAIN (Main Street Capital Corporation) is a stock. Over the past year, XOEF returned 18.97% vs -8.71% for MAIN. At a 0.42 correlation, their price movements are largely independent.
Performance
XOEF vs. MAIN - Performance Comparison
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Returns By Period
In the year-to-date period, XOEF achieves a 13.96% return, which is significantly higher than MAIN's -5.54% return.
XOEF
- 1D
- -0.44%
- 1M
- -1.24%
- 6M
- 8.68%
- YTD
- 13.96%
- 1Y
- 18.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 18.24%
MAIN
- 1D
- -1.41%
- 1M
- 8.28%
- 6M
- -11.20%
- YTD
- -5.54%
- 1Y
- -8.71%
- 3Y*
- 18.72%
- 5Y*
- 14.18%
- 10Y*
- 13.39%
- ALL TIME*
- 16.56%
XOEF vs. MAIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XOEF iShares S&P 500 ex S&P 100 ETF | 13.96% | 4.27% |
MAIN Main Street Capital Corporation | -5.54% | 2.17% |
Correlation
The correlation between XOEF and MAIN is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2025 | 0.42 |
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Return for Risk
XOEF vs. MAIN — Risk / Return Rank
XOEF
MAIN
XOEF vs. MAIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 ex S&P 100 ETF (XOEF) and Main Street Capital Corporation (MAIN). 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.
| XOEF | MAIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.83 | ||
| Sortino ratioReturn per unit of downside risk | +2.47 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.96 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | -0.39 | +2.88 |
| Martin ratioReturn relative to average drawdown | 9.52 | -0.70 | +10.22 |
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Drawdowns
XOEF vs. MAIN - Drawdown Comparison
The maximum XOEF drawdown since its inception was -7.66%, smaller than the maximum MAIN drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for XOEF and MAIN.
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Drawdown Indicators
| XOEF | MAIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.66% | -64.53% | +56.87% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -22.43% | +14.77% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.43% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.06% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.53% | — |
Current DrawdownCurrent decline from peak | -2.87% | -13.30% | +10.43% |
Average DrawdownAverage peak-to-trough decline | -1.27% | -7.36% | +6.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 12.47% | -10.47% |
Volatility
XOEF vs. MAIN - Volatility Comparison
The current volatility for iShares S&P 500 ex S&P 100 ETF (XOEF) is 3.32%, while Main Street Capital Corporation (MAIN) has a volatility of 5.94%. This indicates that XOEF experiences smaller price fluctuations and is considered to be less risky than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XOEF | MAIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 5.94% | -2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 19.81% | -9.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.86% | 25.32% | -12.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.76% | 21.60% | -8.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.76% | 27.36% | -14.60% |
Dividends
XOEF vs. MAIN - Dividend Comparison
XOEF's dividend yield for the trailing twelve months is around 1.06%, less than MAIN's 7.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAIN Main Street Capital Corporation | 7.88% | 7.00% | 7.02% | 8.55% | 7.97% | 5.74% | 6.99% | 6.76% | 8.43% | 7.49% | 7.42% | 9.15% |
XOEF iShares S&P 500 ex S&P 100 ETF | 1.06% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XOEF and MAIN have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAIN has higher volatility (5.94%) compared to XOEF (3.32%). In terms of maximum drawdown, XOEF dropped -7.66% vs MAIN's -64.53%.
XOEF currently has the higher Sharpe Ratio (1.48 vs -0.35), 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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