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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 36.08% return, which is significantly lower than DVXE's 44.98% return.


XOP

1D
1.35%
1M
-5.46%
YTD
36.08%
6M
26.81%
1Y
41.73%
3Y*
14.10%
5Y*
14.86%
10Y*
3.80%

DVXE

1D
1.52%
1M
-1.50%
YTD
44.98%
6M
39.14%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XOP vs. DVXE - Yearly Performance Comparison


Correlation

The correlation between XOP and DVXE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 24, 2025

0.87

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Return for Risk

XOP vs. DVXE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XOP
XOP Risk / Return Rank: 4343
Overall Rank
XOP Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
XOP Sortino Ratio Rank: 3838
Sortino Ratio Rank
XOP Omega Ratio Rank: 3737
Omega Ratio Rank
XOP Calmar Ratio Rank: 5555
Calmar Ratio Rank
XOP Martin Ratio Rank: 4343
Martin Ratio Rank

DVXE
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


XOPDVXEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.25

Calmar ratioReturn relative to maximum drawdown

2.77

Martin ratioReturn relative to average drawdown

7.10

XOP vs. DVXE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XOPDVXEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

1.99

-1.93

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 -17.96%. 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%

-17.96%

-72.31%

Max Drawdown (1Y)

Largest decline over 1 year

-15.14%

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

-36.40%

-11.99%

-24.41%

Average Drawdown

Average peak-to-trough decline

-42.59%

-5.80%

-36.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.90%

Volatility

XOP vs. DVXE - Volatility Comparison


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Volatility by Period


XOPDVXEDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.03%

Volatility (6M)

Calculated over the trailing 6-month period

21.64%

Volatility (1Y)

Calculated over the trailing 1-year period

27.81%

31.23%

-3.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.88%

31.23%

+2.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.28%

31.23%

+9.05%

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 1.90%, 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
1.90%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 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XOP is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

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

XOP has the higher dividend yield at 1.90%, 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.

Portfolio Optimizer

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