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XES vs SPY

Comparison between STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EQUIPMENT & SERVICES ETF (XES, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed XES, delivering a return of +13.3% compared to +12.9%

XES vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XES
$566M
Winner
SPY
$735B
Expense Ratio
XES
0.35%
Winner
SPY
0.09%
Max Drawdown
XES
96.13%
Winner
SPY
56.47%
Sharpe Ratio
Winner
XES
2.18
SPY
1.62
5Y Beta
XES
1.25
Winner
SPY
1.00
P/E Ratio
Winner
XES
2.13
SPY
28.99
Forward P/E
Winner
XES
17.40
SPY
22.37
5Y Dividends CAGR
Winner
XES
5.54%
SPY
5.43%
5Y EPS CAGR
XES
N/A
SPY
26.05%
Debt to Equity
XES
57.97%
Winner
SPY
32.40%
P/S Ratio
Winner
XES
1.57
SPY
3.74
P/B Ratio
Winner
XES
2.09
SPY
5.61

XES vs SPY - Holdings Comparison

XES and SPY have 4 common holdings. Overlap is 0.28%

XES's top 25 holdings weight is 91.96%. SPY's top 25 holdings weight is 52.37%.

RankXESSPY
#1
SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 4.85%
NVIDIA CORP (NVDA) - 8.10%
#2
KODIAK GAS SERVICES INC (KGS) - 4.62%
APPLE INC (AAPL) - 7.02%
#3
CACTUS INC CLASS A (WHD) - 4.60%
MICROSOFT CORP (MSFT) - 4.79%
#4
PATTERSON-UTI ENERGY INC (PTEN) - 4.39%
AMAZON.COM INC (AMZN) - 4.02%
#5
SLB LTD (SLB) - 4.28%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 4.18%
BROADCOM INC (AVGO) - 3.10%
#7
HELMERICH & PAYNE INC (HP) - 4.12%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
SEADRILL LTD (SDRL) - 4.12%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
HALLIBURTON CO (HAL) - 4.07%
TESLA INC (TSLA) - 1.89%
#10
BAKER HUGHES CO CLASS A (BKR) - 4.03%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
TECHNIPFMC PLC (FTI) - 3.95%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
NOBLE CORP PLC CLASS A (NE) - 3.93%
ELI LILLY AND CO (LLY) - 1.31%
#13
NOV INC (NOV) - 3.93%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
OCEANEERING INTERNATIONAL INC (OII) - 3.93%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
LIBERTY ENERGY INC CLASS A (LBRT) - 3.80%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ARCHROCK INC (AROC) - 3.71%
INTEL CORP (INTC) - 0.90%
#17
VALARIS LTD (VAL) - 3.67%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
TIDEWATER INC (TDW) - 3.66%
VISA INC CLASS A (V) - 0.85%
#19
TRANSOCEAN LTD (RIG) - 3.65%
WALMART INC (WMT) - 0.81%
#20
PROPETRO HOLDING CORP (PUMP) - 2.91%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
NABORS INDUSTRIES LTD (NBR) - 2.91%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
TETRA TECHNOLOGIES INC (TTI) - 2.83%
CATERPILLAR INC (CAT) - 0.66%
#23
ATLAS ENERGY SOLUTIONS INC CLASS A (AESI) - 2.12%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
HELIX ENERGY SOLUTIONS GROUP INC (HLX) - 1.91%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
EXPRO GROUP HOLDINGS NV (XPRO) - 1.79%
ABBVIE INC (ABBV) - 0.58%
Total Holdings34505

XES vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
XES
-7.81%
Winner
SPY
+1.90%
3M
XES
+7.81%
Winner
SPY
+8.55%
6M
Winner
XES
+37.78%
SPY
+8.18%
1Y
Winner
XES
+92.56%
SPY
+25.79%
5Y(CAGR)
XES
+12.89%
Winner
SPY
+13.32%
10Y(CAGR)
XES
-3.63%
Winner
SPY
+15.19%
Max(CAGR)
XES
-3.26%
Winner
SPY
+8.47%

XES vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXESSPY
2026+39.96%+8.26%
2025+3.14%+18.00%
2024-4.25%+25.59%
2023+13.12%+26.72%
2022+51.13%-18.64%
2021+10.31%+30.52%
2020-43.49%+17.28%
2019-11.19%+31.09%
2018-47.99%-5.24%
2017-23.97%+20.78%
2016+26.40%+13.59%
2015-37.08%+1.31%
2014-33.64%+14.56%
2013+23.60%+29.00%
2012-3.16%+14.17%
2011-5.35%+0.85%
2010+25.70%+13.14%
2009+57.07%+22.67%
2008-58.54%-36.25%
2007+45.43%+5.32%
2006+4.12%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

XES vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current XES drawdown is -71.96%. The current SPY drawdown is -2.90%.

RankXESSPY
#1-95.65%
Jun 23, 2008 - Mar 18, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-20.51%
Jul 3, 2006 - Dec 14, 2006		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-17.98%
Jan 3, 2008 - Apr 14, 2008		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.62%
Dec 14, 2006 - Mar 26, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.81%
Jul 23, 2007 - Sep 19, 2007		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.31%
Oct 15, 2007 - Jan 3, 2008		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.47%
Apr 21, 2008 - May 8, 2008		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.97%
May 20, 2008 - Jun 9, 2008		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.70%
Jun 4, 2007 - Jun 14, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.68%
Jun 9, 2008 - Jun 17, 2008		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.66%
Apr 16, 2007 - Apr 25, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.59%
May 21, 2007 - Jun 4, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.51%
Jun 22, 2007 - Jul 6, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.28%
Sep 21, 2007 - Oct 10, 2007		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.65%
Jul 12, 2007 - Jul 19, 2007		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between XES and SPY is -0.70 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.70
-101

Dividend Comparison (1999 - 2026)

XES vs SPY dividend yield comparison.

YearXESSPY
20260.27%0.24%
20251.69%1.07%
20241.32%1.21%
20230.66%1.40%
20220.36%1.65%
20211.81%1.20%
20201.33%1.52%
20191.43%1.75%
20181.14%2.04%
20171.68%1.80%
20160.64%2.03%
20152.47%2.06%
20141.59%1.87%
20130.63%1.81%
20120.73%2.18%
20110.29%2.05%
20100.86%1.80%
20090.62%1.95%
20081.05%3.02%
20070.47%1.85%
20060.05%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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