XOP vs IYY
Comparison between STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF) and ISHARES DOW JONES U.S. ETF (IYY, ETF).
5-Year PerformanceXOP has outperformed IYY, delivering a return of +16.4% compared to +12.2%
XOP vs IYY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XOP
$2.90B
Winner
IYY
$3B
Expense Ratio
XOP
0.35%
Winner
IYY
0.20%
Max Drawdown
XOP
90.96%
Winner
IYY
56.28%
Sharpe Ratio
XOP
0.87
Winner
IYY
1.30
5Y Beta
Winner
XOP
0.73
IYY
0.98
P/E Ratio
XOP
44.88
Winner
IYY
28.16
Forward P/E
Winner
XOP
8.86
IYY
20.63
PEG Ratio
XOP
-0.11
IYY
N/A
5Y Dividends CAGR
Winner
XOP
18.70%
IYY
5.54%
5Y EPS CAGR
XOP
N/A
IYY
27.68%
Debt to Equity
XOP
80.56%
Winner
IYY
40.66%
P/S Ratio
Winner
XOP
0.85
IYY
3.40
P/B Ratio
Winner
XOP
1.61
IYY
5.21
XOP vs IYY - Holdings Comparison
XOP and IYY have 23 common holdings. Overlap is 1.99%
XOP's top 25 holdings weight is 65.17%. IYY's top 25 holdings weight is 45.88%.
| Rank | XOP | IYY |
|---|---|---|
| #1 | TEXAS PACIFIC LAND CORP (TPL) - 3.16% | NVIDIA CORP (NVDA) - 7.15% |
| #2 | PBF ENERGY INC CLASS A (PBF) - 2.90% | APPLE INC (AAPL) - 6.66% |
| #3 | DELEK US HOLDINGS INC REGISTERED SHS STOCK SETTLEMENT (DK) - 2.80% | MICROSOFT CORP (MSFT) - 4.12% |
| #4 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.79% | AMAZON.COM INC (AMZN) - 3.45% |
| #5 | CNX RESOURCES CORP (CNX) - 2.77% | ALPHABET INC CLASS A (GOOGL) - 3.07% |
| #6 | EQT CORP (EQT) - 2.74% | BROADCOM INC (AVGO) - 2.66% |
| #7 | VALERO ENERGY CORP (VLO) - 2.74% | ALPHABET INC CLASS C (GOOG) - 2.45% |
| #8 | HF SINCLAIR CORP (DINO) - 2.67% | META PLATFORMS INC CLASS A (META) - 1.92% |
| #9 | ANTERO RESOURCES CORP (AR) - 2.67% | TESLA INC (TSLA) - 1.60% |
| #10 | PAR PACIFIC HOLDINGS INC (PARR) - 2.64% | MICRON TECHNOLOGY INC (MU) - 1.55% |
| #11 | MARATHON PETROLEUM CORP (MPC) - 2.63% | ELI LILLY AND CO (LLY) - 1.39% |
| #12 | RANGE RESOURCES CORP (RRC) - 2.58% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #13 | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 2.57% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | PERMIAN RESOURCES CORP CLASS A (PR) - 2.53% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | PHILLIPS 66 (PSX) - 2.52% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #16 | EOG RESOURCES INC (EOG) - 2.51% | EXXON MOBIL CORP (XOM) - 0.85% |
| #17 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 2.50% | VISA INC CLASS A (V) - 0.83% |
| #18 | EXXON MOBIL CORP (XOM) - 2.46% | INTEL CORP (INTC) - 0.75% |
| #19 | MATADOR RESOURCES CO (MTDR) - 2.46% | WALMART INC (WMT) - 0.72% |
| #20 | OVINTIV INC (OVV) - 2.46% | APPLIED MATERIALS INC (AMAT) - 0.66% |
| #21 | CALIFORNIA RESOURCES CORP ORDINARY SHARES NEW (CRC) - 2.44% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% |
| #22 | DIAMONDBACK ENERGY INC (FANG) - 2.43% | WESTERN DIGITAL CORP (WDC) - 0.27% |
| #23 | GULFPORT ENERGY CORP ORDINARY SHARES (NEW) (GPOR) - 2.42% | VERIZON COMMUNICATIONS INC (VZ) - 0.26% |
| #24 | DEVON ENERGY CORP (DVN) - 2.41% | BOEING CO (BA) - 0.26% |
| #25 | CHEVRON CORP (CVX) - 2.37% | NEXTERA ENERGY INC (NEE) - 0.26% |
| Total Holdings | 54 | 884 |
XOP vs IYY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XOP
+5.24%
IYY
-0.17%
3M
XOP
+1.98%
Winner
IYY
+8.56%
6M
Winner
XOP
+26.82%
IYY
+9.37%
1Y
Winner
XOP
+28.86%
IYY
+21.26%
5Y(CAGR)
Winner
XOP
+16.40%
IYY
+12.20%
10Y(CAGR)
XOP
+3.67%
Winner
IYY
+14.67%
Max(CAGR)
XOP
+2.33%
Winner
IYY
+8.38%
XOP vs IYY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | XOP | IYY |
|---|---|---|
| 2026 | +29.75% | +10.63% |
| 2025 | -3.93% | +17.42% |
| 2024 | -1.78% | +25.12% |
| 2023 | +9.68% | +27.02% |
| 2022 | +38.75% | -19.98% |
| 2021 | +65.27% | +28.14% |
| 2020 | -36.21% | +19.15% |
| 2019 | -11.96% | +30.69% |
| 2018 | -30.05% | -5.87% |
| 2017 | -10.74% | +20.44% |
| 2016 | +37.60% | +13.81% |
| 2015 | -36.41% | +0.62% |
| 2014 | -27.94% | +13.91% |
| 2013 | +25.14% | +29.38% |
| 2012 | +0.14% | +14.37% |
| 2011 | -0.10% | +0.06% |
| 2010 | +22.81% | +14.63% |
| 2009 | +31.81% | +25.06% |
| 2008 | -43.66% | -36.28% |
| 2007 | +42.25% | +5.85% |
| 2006 | +10.70% | +13.57% |
| 2005 | N/A | +7.14% |
| 2004 | N/A | +12.15% |
| 2003 | N/A | +26.50% |
| 2002 | N/A | -22.31% |
| 2001 | N/A | -8.58% |
| 2000 | N/A | -9.07% |
XOP vs IYY 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 IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current XOP drawdown is -37.99%. The current IYY drawdown is -0.72%.
| Rank | XOP | IYY |
|---|---|---|
| #1 | -90.26% Jun 23, 2014 - Mar 23, 2020 | -55.16% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -67.72% Jun 23, 2008 - Oct 4, 2013 | -48.49% Sep 1, 2000 - Oct 12, 2006 |
| #3 | -17.36% Aug 9, 2006 - Nov 29, 2006 | -34.90% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -15.34% Nov 6, 2007 - Feb 19, 2008 | -25.46% Dec 27, 2021 - Dec 14, 2023 |
| #5 | -15.17% Jun 18, 2007 - Oct 9, 2007 | -19.86% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.31% Dec 1, 2006 - Apr 4, 2007 | -19.06% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.83% Oct 18, 2013 - Apr 2, 2014 | -14.48% Jun 23, 2015 - Jun 7, 2016 |
| #8 | -10.18% Feb 28, 2008 - Apr 4, 2008 | -10.01% Apr 2, 2012 - Aug 17, 2012 |
| #9 | -7.88% Jul 3, 2006 - Jul 26, 2006 | -9.56% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -6.46% May 20, 2008 - Jun 5, 2008 | -9.39% Sep 2, 2020 - Nov 11, 2020 |
| #11 | -5.70% Apr 21, 2008 - May 6, 2008 | -9.34% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.79% Apr 24, 2014 - Jun 6, 2014 | -8.94% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.42% Oct 4, 2013 - Oct 11, 2013 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.35% Jun 4, 2007 - Jun 14, 2007 | -7.49% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -4.33% Oct 18, 2007 - Oct 26, 2007 | -7.44% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between XOP and IYY is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.22
-101
Dividend Comparison (2000 - 2026)
XOP vs IYY dividend yield comparison.
| Year | XOP | IYY |
|---|---|---|
| 2026 | 0.88% | 0.39% |
| 2025 | 2.62% | 0.95% |
| 2024 | 2.45% | 1.05% |
| 2023 | 2.63% | 1.29% |
| 2022 | 2.47% | 1.48% |
| 2021 | 1.61% | 1.04% |
| 2020 | 2.34% | 1.31% |
| 2019 | 1.47% | 1.80% |
| 2018 | 0.99% | 1.97% |
| 2017 | 0.76% | 1.62% |
| 2016 | 0.76% | 1.81% |
| 2015 | 2.21% | 1.97% |
| 2014 | 1.40% | 1.66% |
| 2013 | 0.84% | 1.62% |
| 2012 | 1.21% | 1.99% |
| 2011 | 1.12% | 1.84% |
| 2010 | 0.37% | 1.62% |
| 2009 | 0.69% | 1.77% |
| 2008 | 0.77% | 2.63% |
| 2007 | 0.21% | 1.57% |
| 2006 | 0.11% | 1.47% |
| 2005 | 0.00% | 1.55% |
| 2004 | 0.00% | 1.59% |
| 2003 | 0.00% | 1.27% |
| 2002 | 0.00% | 1.46% |
| 2001 | 0.00% | 1.07% |
| 2000 | 0.00% | 0.41% |
Select Stocks to Compare
Popular: XOP vs SPYIYY vs SPY
More Comparisons
Compare with similar stocks