XES vs JPSE
Comparison between STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EQUIPMENT & SERVICES ETF (XES, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF).
5-Year PerformanceXES has outperformed JPSE, delivering a return of +14.7% compared to +7.4%
XES vs JPSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XES
$574M
JPSE
$573M
Expense Ratio
XES
0.35%
Winner
JPSE
0.29%
Max Drawdown
XES
96.13%
Winner
JPSE
43.24%
Sharpe Ratio
Winner
XES
2.03
JPSE
1.63
5Y Beta
XES
1.24
Winner
JPSE
0.91
P/E Ratio
Winner
XES
2.18
JPSE
29.62
Forward P/E
XES
17.35
Winner
JPSE
14.13
5Y Dividends CAGR
XES
5.54%
Winner
JPSE
10.43%
5Y EPS CAGR
XES
N/A
JPSE
10.82%
Debt to Equity
Winner
XES
57.80%
JPSE
113.43%
P/S Ratio
XES
1.55
Winner
JPSE
1.05
P/B Ratio
XES
2.07
Winner
JPSE
1.73
XES vs JPSE - Holdings Comparison
XES and JPSE have 10 common holdings. Overlap is 1.74%
XES's top 25 holdings weight is 91.80%. JPSE's top 25 holdings weight is 10.95%.
| Rank | XES | JPSE |
|---|---|---|
| #1 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 4.73% | STERLING INFRASTRUCTURE INC (STRL) - 0.62% |
| #2 | CACTUS INC CLASS A (WHD) - 4.55% | SANMINA CORP (SANM) - 0.60% |
| #3 | KODIAK GAS SERVICES INC (KGS) - 4.51% | TTM TECHNOLOGIES INC (TTMI) - 0.57% |
| #4 | PATTERSON-UTI ENERGY INC (PTEN) - 4.50% | VIAVI SOLUTIONS INC (VIAV) - 0.53% |
| #5 | SLB LTD (SLB) - 4.42% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.51% |
| #6 | OCEANEERING INTERNATIONAL INC (OII) - 4.21% | RAMBUS INC (RMBS) - 0.50% |
| #7 | HALLIBURTON CO (HAL) - 4.20% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.49% |
| #8 | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 4.17% | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.49% |
| #9 | HELMERICH & PAYNE INC (HP) - 4.16% | VIASAT INC (VSAT) - 0.46% |
| #10 | NOV INC (NOV) - 4.15% | BENCHMARK ELECTRONICS INC (BHE) - 0.46% |
| #11 | BAKER HUGHES CO CLASS A (BKR) - 4.11% | ARGAN INC (AGX) - 0.45% |
| #12 | TECHNIPFMC PLC (FTI) - 4.05% | MATERION CORP (MTRN) - 0.44% |
| #13 | SEADRILL LTD (SDRL) - 3.91% | NEXTPOWER INC CLASS A (NXT) - 0.43% |
| #14 | NOBLE CORP PLC CLASS A (NE) - 3.81% | KAISER ALUMINUM CORP (KALU) - 0.43% |
| #15 | ARCHROCK INC (AROC) - 3.73% | ADEIA INC (ADEA) - 0.43% |
| #16 | TIDEWATER INC (TDW) - 3.65% | PLEXUS CORP (PLXS) - 0.42% |
| #17 | LIBERTY ENERGY INC CLASS A (LBRT) - 3.58% | FORMFACTOR INC (FORM) - 0.41% |
| #18 | VALARIS LTD (VAL) - 3.57% | FABRINET (FN) - 0.41% |
| #19 | TRANSOCEAN LTD (RIG) - 3.55% | HARMONIC INC (HLIT) - 0.40% |
| #20 | NABORS INDUSTRIES LTD (NBR) - 2.95% | GLOBALSTAR INC (GSAT) - 0.40% |
| #21 | TETRA TECHNOLOGIES INC (TTI) - 2.75% | UNITED BANKSHARES INC (UBSI) - 0.30% |
| #22 | PROPETRO HOLDING CORP (PUMP) - 2.71% | UNITED STATES ANTIMONY CORP (UAMY) - 0.30% |
| #23 | EXPRO GROUP HOLDINGS NV (XPRO) - 1.97% | ARCOSA INC (ACA) - 0.30% |
| #24 | ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 1.94% | CNO FINANCIAL GROUP INC (CNO) - 0.30% |
| #25 | HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 1.92% | STONEX GROUP INC (SNEX) - 0.30% |
| Total Holdings | 34 | 506 |
XES vs JPSE - Historical Returns
Returns include dividend reinvestment.
1M
XES
-3.06%
Winner
JPSE
+3.40%
3M
XES
+12.98%
Winner
JPSE
+14.49%
6M
Winner
XES
+47.19%
JPSE
+15.83%
1Y
Winner
XES
+85.14%
JPSE
+34.00%
5Y(CAGR)
Winner
XES
+14.67%
JPSE
+7.43%
10Y(CAGR)
XES
-3.01%
Winner
JPSE
+10.88%
Max(CAGR)
XES
-3.05%
Winner
JPSE
+10.88%
XES vs JPSE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XES | JPSE |
|---|---|---|
| 2026 | +45.96% | +18.12% |
| 2025 | +3.14% | +8.90% |
| 2024 | -4.25% | +8.30% |
| 2023 | +13.12% | +16.10% |
| 2022 | +51.13% | -15.23% |
| 2021 | +10.31% | +29.80% |
| 2020 | -43.49% | +12.62% |
| 2019 | -11.19% | +22.59% |
| 2018 | -47.99% | -8.79% |
| 2017 | -23.97% | +14.33% |
| 2016 | +26.40% | +3.67% |
| 2015 | -37.08% | N/A |
| 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 JPSE 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 JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current XES drawdown is -70.76%.
| Rank | XES | JPSE |
|---|---|---|
| #1 | -95.65% Jun 23, 2008 - Mar 18, 2020 | -43.02% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -20.51% Jul 3, 2006 - Dec 14, 2006 | -25.57% Nov 8, 2021 - Jul 15, 2024 |
| #3 | -17.98% Jan 3, 2008 - Apr 14, 2008 | -25.49% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -15.62% Dec 14, 2006 - Mar 26, 2007 | -23.26% Sep 14, 2018 - Dec 26, 2019 |
| #5 | -13.81% Jul 23, 2007 - Sep 19, 2007 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #6 | -12.31% Oct 15, 2007 - Jan 3, 2008 | -8.40% Mar 15, 2021 - Jun 1, 2021 |
| #7 | -6.47% Apr 21, 2008 - May 8, 2008 | -8.33% Jun 8, 2021 - Oct 20, 2021 |
| #8 | -4.97% May 20, 2008 - Jun 9, 2008 | -8.19% Jan 23, 2018 - May 17, 2018 |
| #9 | -4.70% Jun 4, 2007 - Jun 14, 2007 | -8.00% Feb 26, 2026 - Apr 13, 2026 |
| #10 | -3.68% Jun 9, 2008 - Jun 17, 2008 | -5.09% Feb 24, 2021 - Mar 10, 2021 |
| #11 | -3.66% Apr 16, 2007 - Apr 25, 2007 | -4.66% Jul 25, 2017 - Sep 21, 2017 |
| #12 | -3.59% May 21, 2007 - Jun 4, 2007 | -4.56% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -3.51% Jun 22, 2007 - Jul 6, 2007 | -4.38% Jan 22, 2021 - Feb 4, 2021 |
| #14 | -3.28% Sep 21, 2007 - Oct 10, 2007 | -4.36% Oct 16, 2024 - Nov 6, 2024 |
| #15 | -2.65% Jul 12, 2007 - Jul 19, 2007 | -4.17% Apr 26, 2017 - Jun 9, 2017 |
Correlation
Correlation between XES and JPSE is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.25
-101
Dividend Comparison (2006 - 2026)
XES vs JPSE dividend yield comparison.
| Year | XES | JPSE |
|---|---|---|
| 2026 | 0.26% | 0.14% |
| 2025 | 1.69% | 1.62% |
| 2024 | 1.32% | 1.66% |
| 2023 | 0.66% | 1.76% |
| 2022 | 0.36% | 1.55% |
| 2021 | 1.81% | 1.24% |
| 2020 | 1.33% | 1.32% |
| 2019 | 1.43% | 1.23% |
| 2018 | 1.14% | 1.18% |
| 2017 | 1.68% | 0.74% |
| 2016 | 0.64% | 0.14% |
| 2015 | 2.47% | 0.00% |
| 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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