DJD vs XES
Comparison between INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF) and STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EQUIPMENT & SERVICES ETF (XES, ETF).
5-Year PerformanceXES has outperformed DJD, delivering a return of +17.0% compared to +11.2%
DJD vs XES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DJD
$464M
Winner
XES
$467M
Expense Ratio
Winner
DJD
0.07%
XES
0.35%
Max Drawdown
Winner
DJD
35.36%
XES
96.13%
Sharpe Ratio
DJD
1.68
Winner
XES
1.97
5Y Beta
Winner
DJD
0.52
XES
1.21
P/E Ratio
DJD
23.51
Winner
XES
2.58
Forward P/E
DJD
19.72
Winner
XES
16.35
PEG Ratio
DJD
0.76
XES
N/A
5Y Dividends CAGR
DJD
3.44%
Winner
XES
8.97%
5Y EPS CAGR
DJD
8.02%
XES
N/A
Debt to Equity
Winner
DJD
-55.03%
XES
57.12%
P/S Ratio
DJD
2.61
Winner
XES
1.44
P/B Ratio
DJD
5.10
Winner
XES
1.88
DJD vs XES - Holdings Comparison
DJD and XES have 1 common holdings. Overlap is 0.00%
DJD's top 25 holdings weight is 98.99%. XES's top 25 holdings weight is 88.06%.
| Rank | DJD | XES |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 8.87% | ARCHROCK INC (AROC) - 4.41% |
| #2 | CHEVRON CORP (CVX) - 6.73% | KODIAK GAS SERVICES INC (KGS) - 4.25% |
| #3 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 6.45% | OCEANEERING INTERNATIONAL INC (OII) - 4.21% |
| #4 | CISCO SYSTEMS INC (CSCO) - 6.23% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 4.21% |
| #5 | MERCK & CO INC (MRK) - 5.75% | TECHNIPFMC PLC (FTI) - 4.04% |
| #6 | COCA-COLA CO (KO) - 5.38% | TIDEWATER INC (TDW) - 4.02% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 5.22% | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 3.98% |
| #8 | AMGEN INC (AMGN) - 4.86% | CACTUS INC CLASS A (WHD) - 3.71% |
| #9 | PROCTER & GAMBLE CO (PG) - 4.71% | NOV INC (NOV) - 3.60% |
| #10 | THE HOME DEPOT INC (HD) - 4.60% | SEADRILL LTD (SDRL) - 3.59% |
| #11 | JPMORGAN CHASE & CO (JPM) - 4.53% | BAKER HUGHES CO CLASS A (BKR) - 3.59% |
| #12 | JOHNSON & JOHNSON (JNJ) - 4.34% | HALLIBURTON CO (HAL) - 3.53% |
| #13 | NIKE INC CLASS B (NKE) - 3.94% | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 3.53% |
| #14 | 3M CO (MMM) - 3.67% | LIBERTY ENERGY INC CLASS A (LBRT) - 3.48% |
| #15 | MCDONALD'S CORP (MCD) - 3.61% | VALARIS LTD (VAL) - 3.48% |
| #16 | THE TRAVELERS COMPANIES INC (TRV) - 3.12% | TRANSOCEAN LTD (RIG) - 3.47% |
| #17 | THE WALT DISNEY CO (DIS) - 2.62% | SLB LTD (SLB) - 3.47% |
| #18 | AMERICAN EXPRESS CO (AXP) - 2.34% | NOBLE CORP PLC CLASS A (NE) - 3.44% |
| #19 | CATERPILLAR INC (CAT) - 2.10% | HELMERICH & PAYNE INC (HP) - 3.36% |
| #20 | VISA INC CLASS A (V) - 1.83% | PATTERSON-UTI ENERGY INC (PTEN) - 3.16% |
| #21 | HONEYWELL INTERNATIONAL INC (HON) - 1.77% | PROPETRO HOLDING CORP (PUMP) - 3.10% |
| #22 | SHERWIN-WILLIAMS CO (SHW) - 1.77% | ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 2.69% |
| #23 | MICROSOFT CORP (MSFT) - 1.71% | NABORS INDUSTRIES LTD (NBR) - 2.64% |
| #24 | SALESFORCE INC (CRM) - 1.47% | HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 2.58% |
| #25 | WALMART INC (WMT) - 1.37% | EXPRO GROUP HOLDINGS NV (XPRO) - 2.52% |
| Total Holdings | 29 | 35 |
DJD vs XES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DJD
+2.25%
XES
-0.03%
3M
Winner
DJD
+6.08%
XES
-2.72%
6M
DJD
+10.13%
Winner
XES
+20.45%
1Y
DJD
+22.45%
Winner
XES
+82.57%
5Y(CAGR)
DJD
+11.18%
Winner
XES
+17.04%
10Y(CAGR)
Winner
DJD
+12.13%
XES
-3.37%
Max(CAGR)
Winner
DJD
+12.31%
XES
-3.39%
DJD vs XES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DJD | XES |
|---|---|---|
| 2026 | +12.84% | +35.66% |
| 2025 | +15.83% | +3.14% |
| 2024 | +12.64% | -4.25% |
| 2023 | +9.13% | +13.12% |
| 2022 | -1.33% | +51.13% |
| 2021 | +23.83% | +10.31% |
| 2020 | +0.06% | -43.49% |
| 2019 | +22.32% | -11.19% |
| 2018 | -0.37% | -47.99% |
| 2017 | +20.68% | -23.97% |
| 2016 | +19.78% | +26.40% |
| 2015 | -0.12% | -37.08% |
| 2014 | N/A | -33.64% |
| 2013 | N/A | +23.60% |
| 2012 | N/A | -3.16% |
| 2011 | N/A | -5.35% |
| 2010 | N/A | +25.70% |
| 2009 | N/A | +57.07% |
| 2008 | N/A | -58.54% |
| 2007 | N/A | +45.43% |
| 2006 | N/A | +4.12% |
DJD vs XES Drawdown Comparison
The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for XES was -95.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current DJD drawdown is -1.64%. The current XES drawdown is -72.82%.
| Rank | DJD | XES |
|---|---|---|
| #1 | -34.64% Jan 17, 2020 - Dec 4, 2020 | -95.65% Jun 23, 2008 - Mar 18, 2020 |
| #2 | -19.95% Apr 20, 2022 - Dec 14, 2023 | -20.51% Jul 3, 2006 - Dec 14, 2006 |
| #3 | -14.03% Oct 3, 2018 - Feb 25, 2019 | -17.98% Jan 3, 2008 - Apr 14, 2008 |
| #4 | -12.29% Feb 28, 2025 - Jul 1, 2025 | -15.62% Dec 14, 2006 - Mar 26, 2007 |
| #5 | -11.95% Jan 26, 2018 - Sep 14, 2018 | -13.81% Jul 23, 2007 - Sep 19, 2007 |
| #6 | -9.95% Dec 29, 2015 - Mar 16, 2016 | -12.31% Oct 15, 2007 - Jan 3, 2008 |
| #7 | -6.72% Jan 12, 2022 - Mar 25, 2022 | -6.47% Apr 21, 2008 - May 8, 2008 |
| #8 | -6.72% Nov 29, 2024 - Feb 13, 2025 | -4.97% May 20, 2008 - Jun 9, 2008 |
| #9 | -6.68% Jul 29, 2019 - Nov 1, 2019 | -4.70% Jun 4, 2007 - Jun 14, 2007 |
| #10 | -6.17% Apr 23, 2019 - Jun 18, 2019 | -3.68% Jun 9, 2008 - Jun 17, 2008 |
| #11 | -5.68% Nov 3, 2021 - Dec 16, 2021 | -3.66% Apr 16, 2007 - Apr 25, 2007 |
| #12 | -5.65% Feb 11, 2026 - May 22, 2026 | -3.59% May 21, 2007 - Jun 4, 2007 |
| #13 | -5.34% Jan 14, 2021 - Feb 17, 2021 | -3.51% Jun 22, 2007 - Jul 6, 2007 |
| #14 | -5.30% May 10, 2021 - Nov 3, 2021 | -3.28% Sep 21, 2007 - Oct 10, 2007 |
| #15 | -5.15% Jun 23, 2016 - Jul 1, 2016 | -2.65% Jul 12, 2007 - Jul 19, 2007 |
Correlation
Correlation between DJD and XES is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.40
-101
Dividend Comparison (2006 - 2026)
DJD vs XES dividend yield comparison.
| Year | DJD | XES |
|---|---|---|
| 2026 | 1.26% | 0.55% |
| 2025 | 2.62% | 1.69% |
| 2024 | 3.00% | 1.32% |
| 2023 | 3.49% | 0.66% |
| 2022 | 3.16% | 0.36% |
| 2021 | 2.82% | 1.81% |
| 2020 | 3.47% | 1.33% |
| 2019 | 2.80% | 1.43% |
| 2018 | 2.66% | 1.14% |
| 2017 | 2.75% | 1.68% |
| 2016 | 2.46% | 0.64% |
| 2015 | 0.08% | 2.47% |
| 2014 | 0.00% | 1.59% |
| 2013 | 0.00% | 0.63% |
| 2012 | 0.00% | 0.73% |
| 2011 | 0.00% | 0.29% |
| 2010 | 0.00% | 0.86% |
| 2009 | 0.00% | 0.62% |
| 2008 | 0.00% | 1.05% |
| 2007 | 0.00% | 0.47% |
| 2006 | 0.00% | 0.05% |
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