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