XOP vs IXJ
Comparison between STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF) and ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF).
XOP is from the Energy sector, while IXJ is from the Healthcare sector.
5-Year PerformanceXOP has outperformed IXJ, delivering a return of +17.9% compared to +4.8%
XOP vs IXJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XOP
$3.80B
IXJ
$3.80B
Expense Ratio
Winner
XOP
0.35%
IXJ
0.40%
Max Drawdown
XOP
90.96%
Winner
IXJ
42.81%
Sharpe Ratio
XOP
1.13
Winner
IXJ
1.31
5Y Beta
XOP
0.68
Winner
IXJ
0.44
P/E Ratio
Winner
XOP
20.36
IXJ
30.52
Forward P/E
Winner
XOP
10.09
IXJ
19.76
PEG Ratio
XOP
N/A
IXJ
0.30
5Y Dividends CAGR
Winner
XOP
18.70%
IXJ
7.94%
5Y EPS CAGR
XOP
N/A
IXJ
12.07%
Debt to Equity
Winner
XOP
69.39%
IXJ
149.93%
P/S Ratio
Winner
XOP
0.80
IXJ
1.57
P/B Ratio
Winner
XOP
1.77
IXJ
4.88
XOP vs IXJ - Holdings Comparison
XOP and IXJ have 1 common holdings. Overlap is 0.00%
XOP's top 25 holdings weight is 66.09%. IXJ's top 25 holdings weight is 71.32%.
| Rank | XOP | IXJ |
|---|---|---|
| #1 | PBF ENERGY INC CLASS A (PBF) - 3.69% | ELI LILLY AND CO (LLY) - 10.93% |
| #2 | PAR PACIFIC HOLDINGS INC (PARR) - 3.31% | JOHNSON & JOHNSON (JNJ) - 7.08% |
| #3 | DELEK US HOLDINGS INC REGISTERED SHS STOCK SETTLEMENT (DK) - 3.23% | ABBVIE INC (ABBV) - 5.01% |
| #4 | HF SINCLAIR CORP (DINO) - 3.15% | UNITEDHEALTH GROUP INC (UNH) - 4.50% |
| #5 | VALERO ENERGY CORP (VLO) - 2.99% | MERCK & CO INC (MRK) - 3.95% |
| #6 | MARATHON PETROLEUM CORP (MPC) - 2.95% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.73% |
| #7 | PHILLIPS 66 (PSX) - 2.83% | NOVARTIS AG REGISTERED SHARES (n/a) - 3.61% |
| #8 | TEXAS PACIFIC LAND CORP (TPL) - 2.66% | ASTRAZENECA PLC (AZN:XLON) - 3.54% |
| #9 | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 2.65% | AMGEN INC (AMGN) - 2.51% |
| #10 | PERMIAN RESOURCES CORP CLASS A (PR) - 2.53% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.49% |
| #11 | EOG RESOURCES INC (EOG) - 2.48% | GILEAD SCIENCES INC (GILD) - 2.14% |
| #12 | CHEVRON CORP (CVX) - 2.46% | ABBOTT LABORATORIES (ABT) - 2.10% |
| #13 | OVINTIV INC (OVV) - 2.45% | NOVO NORDISK AS CLASS B (n/a) - 1.99% |
| #14 | DIAMONDBACK ENERGY INC (FANG) - 2.45% | INTUITIVE SURGICAL INC (ISRG) - 1.86% |
| #15 | CALUMET INC (CLMT) - 2.44% | PFIZER INC (PFE) - 1.77% |
| #16 | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 2.44% | CVS HEALTH CORP (CVS) - 1.68% |
| #17 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.42% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.61% |
| #18 | CNX RESOURCES CORP (CNX) - 2.42% | DANAHER CORP (DHR) - 1.58% |
| #19 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.42% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.51% |
| #20 | MATADOR RESOURCES CO (MTDR) - 2.40% | STRYKER CORP (SYK) - 1.44% |
| #21 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.38% | GSK PLC (n/a) - 1.36% |
| #22 | CONOCOPHILLIPS (COP) - 2.37% | MEDTRONIC PLC (MDT) - 1.35% |
| #23 | SM ENERGY CO (SM) - 2.35% | MCKESSON CORP (MCK) - 1.22% |
| #24 | DEVON ENERGY CORP (DVN) - 2.31% | SANOFI SA (n/a) - 1.19% |
| #25 | RANGE RESOURCES CORP (RRC) - 2.31% | ELEVANCE HEALTH INC (ELV) - 1.17% |
| Total Holdings | 54 | 129 |
XOP vs IXJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XOP
+5.74%
IXJ
+0.66%
3M
XOP
+0.69%
Winner
IXJ
+12.17%
6M
Winner
XOP
+14.67%
IXJ
+2.82%
1Y
Winner
XOP
+38.93%
IXJ
+25.51%
5Y(CAGR)
Winner
XOP
+17.95%
IXJ
+4.82%
10Y(CAGR)
XOP
+3.50%
Winner
IXJ
+8.62%
Max(CAGR)
XOP
+2.34%
Winner
IXJ
+7.45%
XOP vs IXJ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | XOP | IXJ |
|---|---|---|
| 2026 | +30.18% | +5.59% |
| 2025 | -3.93% | +14.95% |
| 2024 | -1.78% | -0.69% |
| 2023 | +9.68% | +3.59% |
| 2022 | +38.75% | -3.93% |
| 2021 | +65.27% | +19.74% |
| 2020 | -36.21% | +12.39% |
| 2019 | -11.96% | +24.67% |
| 2018 | -30.05% | +1.74% |
| 2017 | -10.74% | +19.02% |
| 2016 | +37.60% | -4.37% |
| 2015 | -36.41% | +5.69% |
| 2014 | -27.94% | +18.07% |
| 2013 | +25.14% | +33.83% |
| 2012 | +0.14% | +15.83% |
| 2011 | -0.10% | +9.85% |
| 2010 | +22.81% | +0.65% |
| 2009 | +31.81% | +16.29% |
| 2008 | -43.66% | -19.96% |
| 2007 | +42.25% | +2.96% |
| 2006 | +10.70% | +8.49% |
| 2005 | N/A | +7.27% |
| 2004 | N/A | +3.72% |
| 2003 | N/A | +16.34% |
| 2002 | N/A | -17.01% |
| 2001 | N/A | -2.47% |
XOP vs IXJ Drawdown Comparison
The maximum drawdown for XOP was -90.26%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The current XOP drawdown is -37.79%. The current IXJ drawdown is -0.55%.
| Rank | XOP | IXJ |
|---|---|---|
| #1 | -90.26% Jun 23, 2014 - Mar 23, 2020 | -40.60% May 7, 2007 - Apr 26, 2011 |
| #2 | -67.72% Jun 23, 2008 - Oct 4, 2013 | -31.87% Nov 26, 2001 - Apr 13, 2005 |
| #3 | -17.36% Aug 9, 2006 - Nov 29, 2006 | -27.35% Feb 12, 2020 - Jul 14, 2020 |
| #4 | -15.34% Nov 6, 2007 - Feb 19, 2008 | -18.80% Aug 5, 2015 - Jun 19, 2017 |
| #5 | -15.17% Jun 18, 2007 - Oct 9, 2007 | -18.14% Aug 30, 2024 - Jan 6, 2026 |
| #6 | -14.31% Dec 1, 2006 - Apr 4, 2007 | -17.48% Apr 8, 2022 - Jan 8, 2024 |
| #7 | -11.83% Oct 18, 2013 - Apr 2, 2014 | -16.52% May 31, 2011 - Mar 13, 2012 |
| #8 | -10.18% Feb 28, 2008 - Apr 4, 2008 | -14.45% Oct 1, 2018 - Jul 2, 2019 |
| #9 | -7.88% Jul 3, 2006 - Jul 26, 2006 | -11.65% Jan 26, 2018 - Aug 21, 2018 |
| #10 | -6.46% May 20, 2008 - Jun 5, 2008 | -10.78% Feb 27, 2026 - Jul 2, 2026 |
| #11 | -5.70% Apr 21, 2008 - May 6, 2008 | -10.59% Dec 29, 2021 - Apr 7, 2022 |
| #12 | -4.79% Apr 24, 2014 - Jun 6, 2014 | -8.47% Sep 24, 2014 - Oct 30, 2014 |
| #13 | -4.42% Oct 4, 2013 - Oct 11, 2013 | -7.78% Sep 3, 2021 - Dec 23, 2021 |
| #14 | -4.35% Jun 4, 2007 - Jun 14, 2007 | -7.77% Jan 25, 2021 - Apr 16, 2021 |
| #15 | -4.33% Oct 18, 2007 - Oct 26, 2007 | -7.76% Sep 2, 2020 - Nov 5, 2020 |
Correlation
Correlation between XOP and IXJ is -0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.28
-101
Dividend Comparison (2001 - 2026)
XOP vs IXJ dividend yield comparison.
| Year | XOP | IXJ |
|---|---|---|
| 2026 | 0.88% | 0.83% |
| 2025 | 2.62% | 1.40% |
| 2024 | 2.45% | 1.50% |
| 2023 | 2.63% | 1.38% |
| 2022 | 2.47% | 1.17% |
| 2021 | 1.61% | 1.12% |
| 2020 | 2.34% | 1.27% |
| 2019 | 1.47% | 1.42% |
| 2018 | 0.99% | 2.11% |
| 2017 | 0.76% | 1.46% |
| 2016 | 0.76% | 1.73% |
| 2015 | 2.21% | 2.85% |
| 2014 | 1.40% | 1.38% |
| 2013 | 0.84% | 1.51% |
| 2012 | 1.21% | 2.28% |
| 2011 | 1.12% | 2.17% |
| 2010 | 0.37% | 2.20% |
| 2009 | 0.69% | 1.97% |
| 2008 | 0.77% | 2.25% |
| 2007 | 0.21% | 1.72% |
| 2006 | 0.11% | 0.85% |
| 2005 | 0.00% | 0.70% |
| 2004 | 0.00% | 0.74% |
| 2003 | 0.00% | 0.63% |
| 2002 | 0.00% | 0.61% |
| 2001 | 0.00% | 0.03% |
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