Correlation
The correlation between XOP and IEZ is 0.57, 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.
XOP vs. IEZ
Compare and contrast key facts about SPDR S&P Oil & Gas Exploration & Production ETF (XOP) and iShares U.S. Oil Equipment & Services ETF (IEZ).
XOP and IEZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IEZ is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Oil Equipment & Services Index. It was launched on May 5, 2006. Both XOP and IEZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XOP or IEZ.
Performance
XOP vs. IEZ - Performance Comparison
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Key characteristics
XOP:
-0.51
IEZ:
-0.71
XOP:
-0.61
IEZ:
-1.00
XOP:
0.91
IEZ:
0.86
XOP:
-0.29
IEZ:
-0.38
XOP:
-1.50
IEZ:
-1.77
XOP:
12.36%
IEZ:
16.44%
XOP:
32.43%
IEZ:
36.37%
XOP:
-90.27%
IEZ:
-92.52%
XOP:
-56.14%
IEZ:
-74.72%
Returns By Period
In the year-to-date period, XOP achieves a -8.18% return, which is significantly higher than IEZ's -17.64% return. Over the past 10 years, XOP has outperformed IEZ with an annualized return of -3.09%, while IEZ has yielded a comparatively lower -9.23% annualized return.
XOP
-8.18%
7.16%
-17.72%
-16.58%
-2.71%
20.82%
-3.09%
IEZ
-17.64%
0.31%
-25.86%
-25.92%
-4.56%
16.50%
-9.23%
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XOP vs. IEZ - Expense Ratio Comparison
XOP has a 0.35% expense ratio, which is lower than IEZ's 0.42% expense ratio.
Risk-Adjusted Performance
XOP vs. IEZ — Risk-Adjusted Performance Rank
XOP
IEZ
XOP vs. IEZ - 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 iShares U.S. Oil Equipment & Services ETF (IEZ). 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.
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Dividends
XOP vs. IEZ - Dividend Comparison
XOP's dividend yield for the trailing twelve months is around 2.68%, more than IEZ's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOP SPDR S&P Oil & Gas Exploration & Production ETF | 2.68% | 2.45% | 2.63% | 2.47% | 1.61% | 2.34% | 1.47% | 0.99% | 0.76% | 0.76% | 2.21% | 1.41% |
IEZ iShares U.S. Oil Equipment & Services ETF | 2.17% | 1.76% | 0.97% | 0.65% | 1.19% | 2.08% | 2.27% | 1.81% | 3.41% | 0.91% | 2.40% | 1.68% |
Drawdowns
XOP vs. IEZ - Drawdown Comparison
The maximum XOP drawdown since its inception was -90.27%, roughly equal to the maximum IEZ drawdown of -92.52%. Use the drawdown chart below to compare losses from any high point for XOP and IEZ.
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Volatility
XOP vs. IEZ - Volatility Comparison
SPDR S&P Oil & Gas Exploration & Production ETF (XOP) and iShares U.S. Oil Equipment & Services ETF (IEZ) have volatilities of 8.09% and 7.93%, 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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