XOM vs. VOO
Compare and contrast key facts about Exxon Mobil Corporation (XOM) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XOM or VOO.
Performance
XOM vs. VOO - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with XOM having a 23.40% return and VOO slightly higher at 24.51%. Over the past 10 years, XOM has underperformed VOO with an annualized return of 6.89%, while VOO has yielded a comparatively higher 13.12% annualized return.
XOM
23.40%
-0.31%
1.35%
20.42%
17.09%
6.89%
VOO
24.51%
0.61%
11.38%
32.00%
15.30%
13.12%
Key characteristics
| XOM | VOO | |
|---|---|---|
| Sharpe Ratio | 0.99 | 2.64 |
| Sortino Ratio | 1.48 | 3.53 |
| Omega Ratio | 1.17 | 1.49 |
| Calmar Ratio | 1.02 | 3.81 |
| Martin Ratio | 4.48 | 17.34 |
| Ulcer Index | 4.25% | 1.86% |
| Daily Std Dev | 19.30% | 12.20% |
| Max Drawdown | -62.40% | -33.99% |
| Current Drawdown | -4.05% | -2.16% |
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Correlation
The correlation between XOM and VOO is 0.53, 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.
Risk-Adjusted Performance
XOM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Exxon Mobil Corporation (XOM) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
XOM vs. VOO - Dividend Comparison
XOM's dividend yield for the trailing twelve months is around 3.22%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOM Exxon Mobil Corporation | 3.22% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% | 2.92% | 2.43% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
XOM vs. VOO - Drawdown Comparison
The maximum XOM drawdown since its inception was -62.40%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for XOM and VOO. For additional features, visit the drawdowns tool.
Volatility
XOM vs. VOO - Volatility Comparison
Exxon Mobil Corporation (XOM) has a higher volatility of 4.67% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. This indicates that XOM's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.