XOP vs. AAPL
Compare and contrast key facts about SPDR S&P Oil & Gas Exploration & Production ETF (XOP) and Apple Inc (AAPL).
XOP is a passively managed fund by State Street that tracks the performance of the S&P Oil & Gas Exploration & Production Select Industry. It was launched on Jun 19, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XOP or AAPL.
Key characteristics
| XOP | AAPL | |
|---|---|---|
| YTD Return | 3.23% | 19.81% |
| 1Y Return | -3.63% | 23.08% |
| 3Y Return (Ann) | 22.45% | 15.17% |
| 5Y Return (Ann) | 12.82% | 35.50% |
| 10Y Return (Ann) | -6.23% | 26.06% |
| Sharpe Ratio | -0.13 | 1.13 |
| Daily Std Dev | 22.21% | 22.42% |
| Max Drawdown | -90.27% | -81.80% |
| Current Drawdown | -50.19% | -2.03% |
Correlation
The correlation between XOP and AAPL is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
XOP vs. AAPL - Performance Comparison
In the year-to-date period, XOP achieves a 3.23% return, which is significantly lower than AAPL's 19.81% return. Over the past 10 years, XOP has underperformed AAPL with an annualized return of -6.23%, while AAPL has yielded a comparatively higher 26.06% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
XOP vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Oil & Gas Exploration & Production ETF (XOP) and Apple Inc (AAPL). 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
XOP vs. AAPL - Dividend Comparison
XOP's dividend yield for the trailing twelve months is around 2.39%, more than AAPL's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOP SPDR S&P Oil & Gas Exploration & Production ETF | 2.39% | 2.63% | 2.47% | 1.61% | 2.34% | 1.47% | 0.99% | 0.76% | 0.76% | 2.21% | 1.40% | 0.84% |
AAPL Apple Inc | 0.43% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
XOP vs. AAPL - Drawdown Comparison
The maximum XOP drawdown since its inception was -90.27%, which is greater than AAPL's maximum drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for XOP and AAPL. For additional features, visit the drawdowns tool.
Volatility
XOP vs. AAPL - Volatility Comparison
SPDR S&P Oil & Gas Exploration & Production ETF (XOP) has a higher volatility of 8.93% compared to Apple Inc (AAPL) at 6.82%. This indicates that XOP's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.