XOP vs SHM
Comparison between STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF) and STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF (SHM, ETF).
5-Year PerformanceXOP has outperformed SHM, delivering a return of +13.7% compared to +1.0%
XOP vs SHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XOP vs SHM - Historical Returns
Returns include dividend reinvestment.
XOP vs SHM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XOP | SHM |
|---|---|---|
| 2026 | +19.40% | +0.96% |
| 2025 | -3.93% | +3.86% |
| 2024 | -1.78% | +1.22% |
| 2023 | +9.68% | +2.81% |
| 2022 | +38.75% | -3.80% |
| 2021 | +65.27% | -0.37% |
| 2020 | -36.80% | +2.53% |
| 2019 | -12.86% | +3.60% |
| 2018 | -30.45% | +1.42% |
| 2017 | -11.31% | +1.01% |
| 2016 | +36.69% | -0.57% |
| 2015 | -37.23% | +0.67% |
| 2014 | -28.50% | +0.55% |
| 2013 | +24.28% | +0.78% |
| 2012 | -0.75% | +0.62% |
| 2011 | -0.88% | +2.92% |
| 2010 | +22.41% | +0.24% |
| 2009 | +31.01% | +3.22% |
| 2008 | -43.89% | +4.44% |
| 2007 | +42.00% | +1.25% |
| 2006 | +10.61% | N/A |
XOP vs SHM Drawdown Comparison
The maximum drawdown for XOP was -90.79%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for SHM was -11.61%, occurring on Mar 19, 2020. Recovery took 50 trading sessions.
The current XOP drawdown is -46.05%. The current SHM drawdown is -0.16%.
| Rank | XOP | SHM |
|---|---|---|
| #1 | -90.79% Jun 23, 2014 - Mar 23, 2020 | -11.61% Mar 9, 2020 - May 19, 2020 |
| #2 | -67.75% Jun 23, 2008 - Oct 16, 2013 | -7.08% Sep 23, 2008 - Dec 23, 2008 |
| #3 | -17.38% Aug 9, 2006 - Nov 29, 2006 | -6.67% Aug 3, 2021 - Sep 5, 2024 |
| #4 | -15.38% Nov 6, 2007 - Feb 19, 2008 | -3.94% Aug 31, 2010 - Jun 24, 2011 |
| #5 | -15.17% Jun 18, 2007 - Oct 9, 2007 | -3.07% Feb 13, 2008 - Mar 18, 2008 |
| #6 | -14.37% Dec 1, 2006 - Apr 4, 2007 | -2.82% Sep 27, 2012 - Jan 13, 2014 |
| #7 | -11.91% Oct 18, 2013 - Apr 2, 2014 | -2.70% Aug 22, 2016 - Aug 2, 2017 |
| #8 | -10.18% Feb 28, 2008 - Apr 4, 2008 | -2.12% Mar 18, 2008 - Sep 17, 2008 |
| #9 | -7.88% Jul 3, 2006 - Jul 26, 2006 | -2.07% Sep 5, 2017 - Jan 11, 2019 |
| #10 | -6.46% May 20, 2008 - Jun 5, 2008 | -1.97% Feb 13, 2009 - Jul 10, 2009 |
| #11 | -5.70% Apr 21, 2008 - May 6, 2008 | -1.74% Sep 6, 2011 - Jan 23, 2012 |
| #12 | -4.79% Apr 24, 2014 - Jun 6, 2014 | -1.67% Apr 4, 2025 - Jun 12, 2025 |
| #13 | -4.35% Jun 4, 2007 - Jun 14, 2007 | -1.31% Oct 3, 2024 - Feb 25, 2025 |
| #14 | -4.33% Oct 18, 2007 - Oct 26, 2007 | -1.27% Feb 4, 2015 - Oct 13, 2015 |
| #15 | -3.60% Jun 9, 2008 - Jun 17, 2008 | -1.24% Sep 17, 2008 - Sep 23, 2008 |
Correlation
Correlation between XOP and SHM is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2006 - 2026)
XOP vs SHM dividend yield comparison.
| Year | XOP | SHM |
|---|---|---|
| 2026 | 0.46% | 1.11% |
| 2025 | 2.62% | 2.61% |
| 2024 | 2.45% | 2.06% |
| 2023 | 2.63% | 1.15% |
| 2022 | 2.47% | 0.69% |
| 2021 | 1.61% | 0.86% |
| 2020 | 1.85% | 1.24% |
| 2019 | 0.37% | 1.40% |
| 2018 | 0.25% | 1.23% |
| 2017 | 0.19% | 1.06% |
| 2016 | 0.19% | 0.85% |
| 2015 | 0.55% | 0.46% |
| 2014 | 0.35% | 0.46% |
| 2013 | 0.21% | 0.49% |
| 2012 | 0.30% | 0.70% |
| 2011 | 0.28% | 0.80% |
| 2010 | 0.09% | 0.96% |
| 2009 | 0.17% | 1.01% |
| 2008 | 0.19% | 1.29% |
| 2007 | 0.05% | 0.36% |
| 2006 | 0.03% | 0.00% |
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