XOEF vs. THNPY
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 THNPY (Technip Energies NV ADR) is a stock. Over the past year, XOEF returned 18.97% vs -7.39% for THNPY. At a 0.27 correlation, their price movements are largely independent.
Performance
XOEF vs. THNPY - 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 THNPY's 2.53% return.
XOEF
- 1D
- -0.44%
- 1M
- -1.24%
- 6M
- 8.68%
- YTD
- 13.96%
- 1Y
- 18.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 18.24%
THNPY
- 1D
- 1.59%
- 1M
- -8.16%
- 6M
- 3.27%
- YTD
- 2.53%
- 1Y
- -7.39%
- 3Y*
- 20.12%
- 5Y*
- 28.07%
- 10Y*
- —
- ALL TIME*
- 24.07%
XOEF vs. THNPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XOEF iShares S&P 500 ex S&P 100 ETF | 13.96% | 4.27% |
THNPY Technip Energies NV ADR | 2.53% | -8.89% |
Correlation
The correlation between XOEF and THNPY is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jul 9, 2025 | 0.27 |
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Return for Risk
XOEF vs. THNPY — Risk / Return Rank
XOEF
THNPY
XOEF vs. THNPY - 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 Technip Energies NV ADR (THNPY). 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 | THNPY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.71 | ||
| Sortino ratioReturn per unit of downside risk | +2.24 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.99 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | -0.29 | +2.78 |
| Martin ratioReturn relative to average drawdown | 9.52 | -0.48 | +10.00 |
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Drawdowns
XOEF vs. THNPY - Drawdown Comparison
The maximum XOEF drawdown since its inception was -7.66%, smaller than the maximum THNPY drawdown of -44.46%. Use the drawdown chart below to compare losses from any high point for XOEF and THNPY.
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Drawdown Indicators
| XOEF | THNPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.66% | -44.46% | +36.80% |
Max Drawdown (1Y)Largest decline over 1 year | -7.66% | -25.32% | +17.66% |
Max Drawdown (3Y)Largest decline over 3 years | — | -25.32% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -41.82% | — |
Current DrawdownCurrent decline from peak | -2.87% | -19.52% | +16.65% |
Average DrawdownAverage peak-to-trough decline | -1.27% | -12.42% | +11.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 15.31% | -13.31% |
Volatility
XOEF vs. THNPY - Volatility Comparison
The current volatility for iShares S&P 500 ex S&P 100 ETF (XOEF) is 3.32%, while Technip Energies NV ADR (THNPY) has a volatility of 8.85%. This indicates that XOEF experiences smaller price fluctuations and is considered to be less risky than THNPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XOEF | THNPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 8.85% | -5.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 25.03% | -15.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.86% | 33.02% | -20.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.76% | 36.81% | -24.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.76% | 38.29% | -25.53% |
Dividends
XOEF vs. THNPY - Dividend Comparison
XOEF's dividend yield for the trailing twelve months is around 1.06%, less than THNPY's 3.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
THNPY Technip Energies NV ADR | 3.02% | 2.44% | 2.32% | 2.40% | 3.05% |
XOEF iShares S&P 500 ex S&P 100 ETF | 1.06% | 0.63% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XOEF and THNPY have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
THNPY has higher volatility (8.85%) compared to XOEF (3.32%). In terms of maximum drawdown, XOEF dropped -7.66% vs THNPY's -44.46%.
XOEF currently has the higher Sharpe Ratio (1.48 vs -0.23), 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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