SUSA vs XOP
Comparison between ISHARES MSCI USA ESG SELECT ETF (SUSA, ETF) and SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF).
5-Year PerformanceXOP has outperformed SUSA, delivering a return of +16.5% compared to +11.2%
SUSA vs XOP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$3.50B
XOP
$3.50B
Expense Ratio
Winner
SUSA
0.25%
XOP
0.35%
Max Drawdown
Winner
SUSA
54.94%
XOP
90.96%
Sharpe Ratio
Winner
SUSA
1.83
XOP
1.45
5Y Beta
SUSA
0.95
Winner
XOP
0.80
P/E Ratio
Winner
SUSA
27.78
XOP
33.98
Forward P/E
SUSA
21.55
Winner
XOP
11.62
PEG Ratio
SUSA
0.39
Winner
XOP
-0.13
5Y Dividends CAGR
SUSA
10.29%
Winner
XOP
18.35%
5Y EPS CAGR
SUSA
26.38%
XOP
N/A
Debt to Equity
Winner
SUSA
9.71%
XOP
73.66%
P/S Ratio
SUSA
3.46
Winner
XOP
0.79
P/B Ratio
SUSA
5.93
Winner
XOP
1.83
SUSA vs XOP - Holdings Comparison
SUSA and XOP have 2 common holdings. Overlap is 0.16%
SUSA's top 25 holdings weight is 48.82%. XOP's top 25 holdings weight is 65.98%.
| Rank | SUSA | XOP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.14% | MURPHY OIL CORP (MUR) - 2.94% |
| #2 | APPLE INC (AAPL) - 5.46% | APA CORP (APA) - 2.92% |
| #3 | MICROSOFT CORP (MSFT) - 4.53% | SM ENERGY CO (SM) - 2.91% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.42% | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 2.80% |
| #5 | BROADCOM INC (AVGO) - 2.98% | HF SINCLAIR CORP (DINO) - 2.79% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.68% | DIAMONDBACK ENERGY INC (FANG) - 2.78% |
| #7 | TESLA INC (TSLA) - 1.70% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 2.72% |
| #8 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.59% | DEVON ENERGY CORP (DVN) - 2.69% |
| #9 | APPLIED MATERIALS INC (AMAT) - 1.52% | CRESCENT ENERGY CO CLASS A (CRGY) - 2.68% |
| #10 | MORGAN STANLEY (MS) - 1.40% | PERMIAN RESOURCES CORP CLASS A (PR) - 2.67% |
| #11 | CUMMINS INC (CMI) - 1.28% | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 2.67% |
| #12 | THE HOME DEPOT INC (HD) - 1.24% | MATADOR RESOURCES CO (MTDR) - 2.67% |
| #13 | ELI LILLY AND CO (LLY) - 1.20% | OVINTIV INC (OVV) - 2.65% |
| #14 | GILEAD SCIENCES INC (GILD) - 1.17% | CONOCOPHILLIPS (COP) - 2.62% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.06% | OCCIDENTAL PETROLEUM CORP (OXY) - 2.61% |
| #16 | CRH PLC (CRH) - 1.05% | VALERO ENERGY CORP (VLO) - 2.60% |
| #17 | ECOLAB INC (ECL) - 1.04% | MARATHON PETROLEUM CORP (MPC) - 2.55% |
| #18 | BANK OF NEW YORK MELLON CORP (BK) - 1.02% | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 2.52% |
| #19 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.02% | EOG RESOURCES INC (EOG) - 2.51% |
| #20 | MASTERCARD INC CLASS A (MA) - 0.96% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 2.49% |
| #21 | VISA INC CLASS A (V) - 0.94% | RANGE RESOURCES CORP (RRC) - 2.46% |
| #22 | ADVANCED MICRO DEVICES INC (AMD) - 0.88% | PBF ENERGY INC CLASS A (PBF) - 2.45% |
| #23 | EQUINIX INC (EQIX) - 0.87% | PHILLIPS 66 (PSX) - 2.45% |
| #24 | ONEOK INC (OKE) - 0.84% | EXXON MOBIL CORP (XOM) - 2.44% |
| #25 | PROGRESSIVE CORP (PGR) - 0.83% | CHEVRON CORP (CVX) - 2.39% |
| Total Holdings | 173 | 53 |
SUSA vs XOP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+8.87%
XOP
-3.80%
3M
SUSA
+5.82%
Winner
XOP
+13.20%
6M
SUSA
+9.65%
Winner
XOP
+29.00%
1Y
SUSA
+28.97%
Winner
XOP
+44.57%
5Y(CAGR)
SUSA
+11.23%
Winner
XOP
+16.49%
10Y(CAGR)
Winner
SUSA
+15.00%
XOP
+4.35%
Max(CAGR)
Winner
SUSA
+10.38%
XOP
+2.31%
SUSA vs XOP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | XOP |
|---|---|---|
| 2026 | +7.37% | +28.59% |
| 2025 | +15.98% | -3.93% |
| 2024 | +23.30% | -1.78% |
| 2023 | +24.42% | +9.68% |
| 2022 | -21.45% | +38.75% |
| 2021 | +32.05% | +65.27% |
| 2020 | +23.86% | -36.21% |
| 2019 | +32.49% | -11.96% |
| 2018 | -6.02% | -30.05% |
| 2017 | +21.51% | -10.74% |
| 2016 | +14.22% | +37.60% |
| 2015 | -1.77% | -36.41% |
| 2014 | +14.77% | -27.94% |
| 2013 | +27.63% | +25.14% |
| 2012 | +8.75% | +0.14% |
| 2011 | +0.57% | -0.10% |
| 2010 | +12.48% | +22.81% |
| 2009 | +26.93% | +31.81% |
| 2008 | -34.56% | -43.66% |
| 2007 | +4.65% | +42.25% |
| 2006 | +11.17% | +10.70% |
| 2005 | +7.95% | N/A |
SUSA vs XOP Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 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 -38.55%.
| Rank | SUSA | XOP |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -90.26% Jun 23, 2014 - Mar 23, 2020 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -67.72% Jun 23, 2008 - Oct 4, 2013 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -17.36% Aug 9, 2006 - Nov 29, 2006 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -15.34% Nov 6, 2007 - Feb 19, 2008 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -15.17% Jun 18, 2007 - Oct 9, 2007 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -14.31% Dec 1, 2006 - Apr 4, 2007 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -11.83% Oct 18, 2013 - Apr 2, 2014 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -10.18% Feb 28, 2008 - Apr 4, 2008 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -7.88% Jul 3, 2006 - Jul 26, 2006 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -6.46% May 20, 2008 - Jun 5, 2008 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -5.70% Apr 21, 2008 - May 6, 2008 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -4.79% Apr 24, 2014 - Jun 6, 2014 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -4.42% Oct 4, 2013 - Oct 11, 2013 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -4.35% Jun 4, 2007 - Jun 14, 2007 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -4.33% Oct 18, 2007 - Oct 26, 2007 |
Correlation
Correlation between SUSA and XOP is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.25
-101
Dividend Comparison (2005 - 2026)
SUSA vs XOP dividend yield comparison.
| Year | SUSA | XOP |
|---|---|---|
| 2026 | 0.21% | 0.43% |
| 2025 | 0.89% | 2.62% |
| 2024 | 1.15% | 2.45% |
| 2023 | 1.32% | 2.63% |
| 2022 | 1.52% | 2.47% |
| 2021 | 0.98% | 1.61% |
| 2020 | 1.17% | 2.34% |
| 2019 | 1.52% | 1.47% |
| 2018 | 1.73% | 0.99% |
| 2017 | 1.40% | 0.76% |
| 2016 | 1.56% | 0.76% |
| 2015 | 1.42% | 2.21% |
| 2014 | 1.21% | 1.40% |
| 2013 | 1.30% | 0.84% |
| 2012 | 1.77% | 1.21% |
| 2011 | 1.45% | 1.12% |
| 2010 | 1.48% | 0.37% |
| 2009 | 1.64% | 0.69% |
| 2008 | 2.30% | 0.77% |
| 2007 | 1.28% | 0.21% |
| 2006 | 1.51% | 0.11% |
| 2005 | 1.15% | 0.00% |
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