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XOP vs. DVXE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XOP vs. DVXE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR S&P Oil & Gas Exploration & Production ETF (XOP) and WEBs Energy XLE Defined Volatility ETF (DVXE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XOP achieves a 41.76% return, which is significantly lower than DVXE's 50.61% return.


XOP

1D
1.45%
1M
14.72%
6M
27.63%
YTD
41.76%
1Y
46.74%
3Y*
10.13%
5Y*
19.29%
10Y*
5.00%
ALL TIME*
2.68%

DVXE

1D
1.38%
1M
15.67%
6M
26.93%
YTD
50.61%
1Y
61.29%
3Y*
5Y*
10Y*
ALL TIME*
55.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$14.59K$12.40K$16.43K
$553.31M$544.38M$598.08M

XOP vs. DVXE - Yearly Performance Comparison


Correlation

The correlation between XOP and DVXE is 0.88, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.88

Correlation (All Time)
Calculated using the full available price history since Jul 23, 2025

0.88

The correlation between XOP and DVXE has been stable across timeframes, ranging from 0.88 to 0.88 - a consistent structural relationship.

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Return for Risk

XOP vs. DVXE — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

XOP
XOP Risk / Return Rank: 5858
Overall Rank
XOP Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
XOP Sortino Ratio Rank: 5757
Sortino Ratio Rank
XOP Omega Ratio Rank: 5656
Omega Ratio Rank
XOP Calmar Ratio Rank: 6565
Calmar Ratio Rank
XOP Martin Ratio Rank: 4848
Martin Ratio Rank

DVXE
DVXE Risk / Return Rank: 6868
Overall Rank
DVXE Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
DVXE Sortino Ratio Rank: 7070
Sortino Ratio Rank
DVXE Omega Ratio Rank: 6868
Omega Ratio Rank
DVXE Calmar Ratio Rank: 7373
Calmar Ratio Rank
DVXE Martin Ratio Rank: 5151
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XOP vs. DVXE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Oil & Gas Exploration & Production ETF (XOP) and WEBs Energy XLE Defined Volatility ETF (DVXE). 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.


XOPDVXEDifference
Sharpe ratioReturn per unit of total volatility

-0.36

Sortino ratioReturn per unit of downside risk

-0.35

Omega ratioGain probability vs. loss probability

1.24

1.29

-0.05

Calmar ratioReturn relative to maximum drawdown

2.26

2.59

-0.33

Martin ratioReturn relative to average drawdown

5.48

6.05

-0.58

XOP vs. DVXE - Sharpe Ratio Comparison

The current XOP Sharpe Ratio is 1.47, which is comparable to the DVXE Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of XOP and DVXE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

XOP vs. DVXE - Drawdown Comparison

The maximum XOP drawdown since its inception was -90.27%, which is greater than DVXE's maximum drawdown of -21.83%. Use the drawdown chart below to compare losses from any high point for XOP and DVXE.


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Drawdown Indicators


XOPDVXEDifference

Max Drawdown

Largest peak-to-trough decline

-90.27%

-21.83%

-68.44%

Max Drawdown (1Y)

Largest decline over 1 year

-18.50%

-21.83%

+3.33%

Max Drawdown (3Y)

Largest decline over 3 years

-34.98%

Max Drawdown (5Y)

Largest decline over 5 years

-34.98%

Max Drawdown (10Y)

Largest decline over 10 years

-82.61%

Current Drawdown

Current decline from peak

-33.74%

-8.57%

-25.17%

Average Drawdown

Average peak-to-trough decline

-42.56%

-7.25%

-35.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.67%

9.37%

-1.70%

Volatility

XOP vs. DVXE - Volatility Comparison

SPDR S&P Oil & Gas Exploration & Production ETF (XOP) and WEBs Energy XLE Defined Volatility ETF (DVXE) have volatilities of 8.28% and 8.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XOPDVXEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.28%

8.29%

-0.01%

Volatility (6M)

Calculated over the trailing 6-month period

22.52%

22.36%

+0.16%

Volatility (1Y)

Calculated over the trailing 1-year period

28.49%

30.92%

-2.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.53%

30.78%

+2.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.15%

30.78%

+9.37%

XOP vs. DVXE - Expense Ratio Comparison

XOP has a 0.35% expense ratio, which is lower than DVXE's 0.89% expense ratio.


Dividends

XOP vs. DVXE - Dividend Comparison

XOP's dividend yield for the trailing twelve months is around 1.83%, while DVXE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DVXE
WEBs Energy XLE Defined Volatility ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
1.83%2.62%2.45%2.63%2.47%1.61%2.34%1.47%0.99%0.76%0.76%2.21%

Frequently Asked Questions


XOP and DVXE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DVXE has higher volatility (8.29%) compared to XOP (8.28%). In terms of maximum drawdown, XOP dropped -90.27% vs DVXE's -21.83%.

On 1-year performance, DVXE leads with 61.29% vs 46.74% for XOP. On fees, XOP is cheaper at 0.35% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, DVXE has performed better with a 61.29% return vs 46.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XOP is cheaper with a 0.35% expense ratio, compared with 0.89% for DVXE.

XOP has the higher dividend yield at 1.83%, compared with 0.00% for DVXE.

XOP tracks S&P Oil & Gas Exploration & Production Select Industry, while DVXE tracks Syntax Defined Volatility XLE Index. They also come from different issuers: State Street and WEBs. Their fees differ too: 0.35% for XOP and 0.89% for DVXE.

DVXE currently has the higher Sharpe Ratio (1.83 vs 1.47), 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.

Portfolio Optimizer

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