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AOR vs XOP

Comparison between ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF) and STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF).

5-Year PerformanceXOP has outperformed AOR, delivering a return of +17.9% compared to +7.0%

AOR vs XOP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AOR
$3.70B
Winner
XOP
$3.80B
Expense Ratio
Winner
AOR
0.15%
XOP
0.35%
Max Drawdown
Winner
AOR
24.96%
XOP
90.96%
Sharpe Ratio
Winner
AOR
1.29
XOP
1.13
5Y Beta
Winner
AOR
0.55
XOP
0.68
P/E Ratio
AOR
N/A
XOP
20.36
Forward P/E
AOR
N/A
XOP
10.09
5Y Dividends CAGR
AOR
13.47%
Winner
XOP
18.70%
Debt to Equity
AOR
N/A
XOP
69.39%
P/S Ratio
AOR
N/A
XOP
0.80
P/B Ratio
AOR
N/A
XOP
1.77

AOR vs XOP - Historical Returns

Returns include dividend reinvestment.

1M
AOR
+1.99%
Winner
XOP
+5.74%
3M
Winner
AOR
+3.30%
XOP
+0.69%
6M
AOR
+6.38%
Winner
XOP
+14.67%
1Y
AOR
+16.28%
Winner
XOP
+38.93%
5Y(CAGR)
AOR
+7.01%
Winner
XOP
+17.95%
10Y(CAGR)
Winner
AOR
+8.29%
XOP
+3.50%
Max(CAGR)
Winner
AOR
+8.80%
XOP
+2.34%

AOR vs XOP - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearAORXOP
2026+8.73%+30.18%
2025+16.68%-3.93%
2024+11.47%-1.78%
2023+14.90%+9.68%
2022-15.79%+38.75%
2021+11.46%+65.27%
2020+10.74%-36.21%
2019+18.94%-11.96%
2018-6.24%-30.05%
2017+15.49%-10.74%
2016+7.82%+37.60%
2015-1.02%-36.41%
2014+7.24%-27.94%
2013+14.07%+25.14%
2012+10.41%+0.14%
2011+0.52%-0.10%
2010+9.79%+22.81%
2009+17.43%+31.81%
2008+4.43%-43.66%
2007N/A+42.25%
2006N/A+10.70%

AOR vs XOP Drawdown Comparison

The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.

The maximum drawdown for XOP was -90.26%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current XOP drawdown is -37.79%.

RankAORXOP
#1-24.44%
Nov 28, 2008 - Aug 13, 2009
-90.26%
Jun 23, 2014 - Mar 23, 2020
#2-22.95%
Feb 12, 2020 - Aug 5, 2020
-67.72%
Jun 23, 2008 - Oct 4, 2013
#3-21.73%
Nov 8, 2021 - Mar 1, 2024
-17.36%
Aug 9, 2006 - Nov 29, 2006
#4-13.45%
Nov 13, 2008 - Nov 28, 2008
-15.34%
Nov 6, 2007 - Feb 19, 2008
#5-12.62%
Apr 29, 2011 - Feb 3, 2012
-15.17%
Jun 18, 2007 - Oct 9, 2007
#6-12.28%
Jan 26, 2018 - Apr 30, 2019
-14.31%
Dec 1, 2006 - Apr 4, 2007
#7-11.29%
May 21, 2015 - Jul 27, 2016
-11.83%
Oct 18, 2013 - Apr 2, 2014
#8-9.77%
Feb 18, 2025 - May 15, 2025
-10.18%
Feb 28, 2008 - Apr 4, 2008
#9-8.82%
Apr 23, 2010 - Oct 5, 2010
-7.88%
Jul 3, 2006 - Jul 26, 2006
#10-6.64%
Feb 25, 2026 - Apr 17, 2026
-6.46%
May 20, 2008 - Jun 5, 2008
#11-6.24%
Apr 2, 2012 - Aug 16, 2012
-5.70%
Apr 21, 2008 - May 6, 2008
#12-6.06%
Jan 14, 2010 - Mar 16, 2010
-4.79%
Apr 24, 2014 - Jun 6, 2014
#13-5.97%
May 21, 2013 - Aug 2, 2013
-4.42%
Oct 4, 2013 - Oct 11, 2013
#14-5.32%
Sep 5, 2014 - Nov 21, 2014
-4.35%
Jun 4, 2007 - Jun 14, 2007
#15-5.11%
Sep 2, 2020 - Nov 9, 2020
-4.33%
Oct 18, 2007 - Oct 26, 2007

Correlation

Correlation between AOR and XOP is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.23
-101

Dividend Comparison (2006 - 2026)

AOR vs XOP dividend yield comparison.

YearAORXOP
20261.19%0.88%
20252.54%2.62%
20242.66%2.45%
20232.50%2.63%
20222.12%2.47%
20211.64%1.61%
20201.89%2.34%
20192.56%1.47%
20182.49%0.99%
20174.51%0.76%
20162.16%0.76%
20152.12%2.21%
20142.11%1.40%
20131.92%0.84%
20122.08%1.21%
20112.42%1.12%
20101.84%0.37%
20092.07%0.69%
20080.68%0.77%
20070.00%0.21%
20060.00%0.11%

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