XOM vs. SHELL.AS
Compare and contrast key facts about Exxon Mobil Corporation (XOM) and Shell plc (SHELL.AS).
Performance
XOM vs. SHELL.AS - Performance Comparison
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XOM vs. SHELL.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XOM Exxon Mobil Corporation | 41.92% | 15.98% | 11.26% | -6.26% | 87.41% | 57.58% | -36.21% | 7.23% | -15.09% | -3.81% |
SHELL.AS Shell plc | 29.75% | 23.41% | -1.32% | 20.79% | 33.63% | 28.06% | -36.25% | 6.41% | -6.75% | 30.28% |
Different Trading Currencies
XOM is traded in USD, while SHELL.AS is traded in EUR. To make them comparable, the SHELL.AS values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XOM achieves a 41.92% return, which is significantly higher than SHELL.AS's 29.75% return. Both investments have delivered pretty close results over the past 10 years, with XOM having a 12.20% annualized return and SHELL.AS not far ahead at 12.60%.
XOM
- 1D
- -1.06%
- 1M
- 11.25%
- YTD
- 41.92%
- 6M
- 52.80%
- 1Y
- 47.56%
- 3Y*
- 19.66%
- 5Y*
- 29.06%
- 10Y*
- 12.20%
SHELL.AS
- 1D
- 1.32%
- 1M
- 14.88%
- YTD
- 29.75%
- 6M
- 35.45%
- 1Y
- 34.69%
- 3Y*
- 23.09%
- 5Y*
- 23.90%
- 10Y*
- 12.60%
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Return for Risk
XOM vs. SHELL.AS — Risk / Return Rank
XOM
SHELL.AS
XOM vs. SHELL.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Exxon Mobil Corporation (XOM) and Shell plc (SHELL.AS). 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.
| XOM | SHELL.AS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 1.52 | +0.41 |
Sortino ratioReturn per unit of downside risk | 2.44 | 1.91 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.29 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.06 | 4.17 | -1.11 |
Martin ratioReturn relative to average drawdown | 7.95 | 14.88 | -6.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XOM | SHELL.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 1.52 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.10 | 0.92 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.43 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.25 | +0.24 |
Correlation
The correlation between XOM and SHELL.AS is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
XOM vs. SHELL.AS - Dividend Comparison
XOM's dividend yield for the trailing twelve months is around 2.38%, less than SHELL.AS's 3.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOM Exxon Mobil Corporation | 2.38% | 3.32% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% |
SHELL.AS Shell plc | 3.04% | 4.01% | 4.18% | 3.84% | 3.56% | 3.61% | 5.72% | 6.43% | 6.24% | 5.96% | 6.55% | 8.08% |
Drawdowns
XOM vs. SHELL.AS - Drawdown Comparison
The maximum XOM drawdown since its inception was -62.40%, roughly equal to the maximum SHELL.AS drawdown of -64.86%. Use the drawdown chart below to compare losses from any high point for XOM and SHELL.AS.
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Drawdown Indicators
| XOM | SHELL.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.40% | -63.48% | +1.08% |
Max Drawdown (1Y)Largest decline over 1 year | -16.05% | -20.78% | +4.73% |
Max Drawdown (5Y)Largest decline over 5 years | -20.51% | -21.48% | +0.97% |
Max Drawdown (10Y)Largest decline over 10 years | -61.34% | -63.48% | +2.14% |
Current DrawdownCurrent decline from peak | -1.06% | 0.00% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -10.20% | -13.62% | +3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.17% | 3.38% | +2.79% |
Volatility
XOM vs. SHELL.AS - Volatility Comparison
The current volatility for Exxon Mobil Corporation (XOM) is 6.40%, while Shell plc (SHELL.AS) has a volatility of 6.92%. This indicates that XOM experiences smaller price fluctuations and is considered to be less risky than SHELL.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XOM | SHELL.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 6.92% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 16.13% | 14.57% | +1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.86% | 22.57% | +2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.49% | 25.58% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.88% | 28.97% | -1.09% |
Financials
XOM vs. SHELL.AS - Financials Comparison
This section allows you to compare key financial metrics between Exxon Mobil Corporation and Shell plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities