XOP vs SMMD
Comparison between STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF) and ISHARES RUSSELL 2500 ETF (SMMD, ETF).
5-Year PerformanceXOP has outperformed SMMD, delivering a return of +13.8% compared to +7.7%
XOP vs SMMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XOP
$3.40B
SMMD
$3.40B
Expense Ratio
XOP
0.35%
Winner
SMMD
0.15%
Max Drawdown
XOP
90.96%
Winner
SMMD
41.06%
Sharpe Ratio
XOP
1.00
Winner
SMMD
1.63
5Y Beta
Winner
XOP
0.76
SMMD
1.06
P/E Ratio
XOP
45.19
SMMD
N/A
Forward P/E
XOP
9.43
SMMD
N/A
PEG Ratio
XOP
-0.12
SMMD
N/A
5Y Dividends CAGR
Winner
XOP
18.35%
SMMD
8.51%
Debt to Equity
XOP
76.34%
SMMD
N/A
P/S Ratio
XOP
0.77
SMMD
N/A
P/B Ratio
XOP
1.67
SMMD
N/A
XOP vs SMMD - Holdings Comparison
XOP and SMMD have 9 common holdings. Overlap is 1.01%
XOP's top 25 holdings weight is 68.37%. SMMD's top 25 holdings weight is 55.43%.
| Rank | XOP | SMMD |
|---|---|---|
| #1 | HF SINCLAIR CORP (DINO) - 3.35% | ISHARES RUSSELL 2000 ETF (IWM) - 42.09% |
| #2 | SM ENERGY CO (SM) - 3.32% | SANDISK CORP ORDINARY SHARES (SNDK) - 3.14% |
| #3 | MARATHON PETROLEUM CORP (MPC) - 2.99% | CIENA CORP (CIEN) - 1.00% |
| #4 | APA CORP (APA) - 2.96% | COHERENT CORP (COHR) - 0.79% |
| #5 | DIAMONDBACK ENERGY INC (FANG) - 2.96% | LUMENTUM HOLDINGS INC (LITE) - 0.79% |
| #6 | MURPHY OIL CORP (MUR) - 2.88% | COMFORT SYSTEMS USA INC (FIX) - 0.77% |
| #7 | VALERO ENERGY CORP (VLO) - 2.88% | ROCKET LAB CORP (RKLB) - 0.75% |
| #8 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 2.85% | FLEX LTD (FLEX) - 0.68% |
| #9 | PHILLIPS 66 (PSX) - 2.78% | ASTERA LABS INC (ALAB) - 0.52% |
| #10 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.74% | JABIL INC (JBL) - 0.47% |
| #11 | OVINTIV INC (OVV) - 2.74% | EMCOR GROUP INC (EME) - 0.46% |
| #12 | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 2.71% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.37% |
| #13 | EOG RESOURCES INC (EOG) - 2.70% | TAPESTRY INC (TPR) - 0.35% |
| #14 | PBF ENERGY INC CLASS A (PBF) - 2.65% | NVENT ELECTRIC PLC (NVT) - 0.34% |
| #15 | DEVON ENERGY CORP (DVN) - 2.63% | CASEY'S GENERAL STORES INC (CASY) - 0.34% |
| #16 | PERMIAN RESOURCES CORP CLASS A (PR) - 2.63% | TECHNIPFMC PLC (FTI) - 0.34% |
| #17 | CONOCOPHILLIPS (COP) - 2.58% | CURTISS-WRIGHT CORP (CW) - 0.33% |
| #18 | MATADOR RESOURCES CO (MTDR) - 2.57% | EVERPURE INC CLASS A (P) - 0.33% |
| #19 | CRESCENT ENERGY CO CLASS A (CRGY) - 2.56% | XPO INC (XPO) - 0.32% |
| #20 | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 2.56% | FTAI AVIATION LTD (FTAI) - 0.31% |
| #21 | EXXON MOBIL CORP (XOM) - 2.55% | BORGWARNER INC (BWA) - 0.19% |
| #22 | CHEVRON CORP (CVX) - 2.52% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.19% |
| #23 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 2.46% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.19% |
| #24 | RANGE RESOURCES CORP (RRC) - 2.44% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.19% |
| #25 | ANTERO RESOURCES CORP (AR) - 2.36% | ARAMARK (ARMK) - 0.18% |
| Total Holdings | 52 | 449 |
XOP vs SMMD - Historical Returns
Returns include dividend reinvestment.
1M
XOP
-2.59%
Winner
SMMD
+4.13%
3M
XOP
-0.42%
Winner
SMMD
+18.37%
6M
Winner
XOP
+26.94%
SMMD
+17.82%
1Y
XOP
+30.93%
Winner
SMMD
+36.33%
5Y(CAGR)
Winner
XOP
+13.83%
SMMD
+7.65%
10Y(CAGR)
XOP
+3.65%
Winner
SMMD
+11.26%
Max(CAGR)
XOP
+2.30%
Winner
SMMD
+11.26%
XOP vs SMMD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XOP | SMMD |
|---|---|---|
| 2026 | +28.73% | +18.51% |
| 2025 | -3.93% | +11.99% |
| 2024 | -1.78% | +12.70% |
| 2023 | +9.68% | +18.42% |
| 2022 | +38.75% | -18.93% |
| 2021 | +65.27% | +19.93% |
| 2020 | -36.21% | +20.08% |
| 2019 | -11.96% | +28.05% |
| 2018 | -30.05% | -8.79% |
| 2017 | -10.74% | +10.82% |
| 2016 | +37.60% | N/A |
| 2015 | -36.41% | N/A |
| 2014 | -27.94% | N/A |
| 2013 | +25.14% | N/A |
| 2012 | +0.14% | N/A |
| 2011 | -0.10% | N/A |
| 2010 | +22.81% | N/A |
| 2009 | +31.81% | N/A |
| 2008 | -43.66% | N/A |
| 2007 | +42.25% | N/A |
| 2006 | +10.70% | N/A |
XOP vs SMMD 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 SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current XOP drawdown is -38.48%.
| Rank | XOP | SMMD |
|---|---|---|
| #1 | -90.26% Jun 23, 2014 - Mar 23, 2020 | -41.06% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -67.72% Jun 23, 2008 - Oct 4, 2013 | -28.24% Nov 8, 2021 - Jul 16, 2024 |
| #3 | -17.36% Aug 9, 2006 - Nov 29, 2006 | -25.49% Nov 25, 2024 - Sep 5, 2025 |
| #4 | -15.34% Nov 6, 2007 - Feb 19, 2008 | -25.07% Sep 6, 2018 - Nov 27, 2019 |
| #5 | -15.17% Jun 18, 2007 - Oct 9, 2007 | -9.66% Feb 26, 2026 - Apr 13, 2026 |
| #6 | -14.31% Dec 1, 2006 - Apr 4, 2007 | -8.98% Jan 29, 2018 - May 21, 2018 |
| #7 | -11.83% Oct 18, 2013 - Apr 2, 2014 | -8.60% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -10.18% Feb 28, 2008 - Apr 4, 2008 | -7.49% Mar 15, 2021 - Apr 23, 2021 |
| #9 | -7.88% Jul 3, 2006 - Jul 26, 2006 | -7.41% Oct 27, 2025 - Dec 4, 2025 |
| #10 | -6.46% May 20, 2008 - Jun 5, 2008 | -7.11% Jun 25, 2021 - Sep 1, 2021 |
| #11 | -5.70% Apr 21, 2008 - May 6, 2008 | -6.17% Apr 28, 2021 - Jun 8, 2021 |
| #12 | -4.79% Apr 24, 2014 - Jun 6, 2014 | -5.78% Feb 24, 2021 - Mar 11, 2021 |
| #13 | -4.42% Oct 4, 2013 - Oct 11, 2013 | -4.76% Sep 2, 2021 - Oct 21, 2021 |
| #14 | -4.35% Jun 4, 2007 - Jun 14, 2007 | -4.71% Jan 20, 2021 - Feb 4, 2021 |
| #15 | -4.33% Oct 18, 2007 - Oct 26, 2007 | -4.29% Jul 26, 2017 - Sep 18, 2017 |
Correlation
Correlation between XOP and SMMD is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.50
-101
Dividend Comparison (2006 - 2026)
XOP vs SMMD dividend yield comparison.
| Year | XOP | SMMD |
|---|---|---|
| 2026 | 0.43% | 0.18% |
| 2025 | 2.62% | 1.28% |
| 2024 | 2.45% | 1.27% |
| 2023 | 2.63% | 1.44% |
| 2022 | 2.47% | 1.79% |
| 2021 | 1.61% | 1.12% |
| 2020 | 2.34% | 1.31% |
| 2019 | 1.47% | 1.50% |
| 2018 | 0.99% | 2.45% |
| 2017 | 0.76% | 0.68% |
| 2016 | 0.76% | 0.00% |
| 2015 | 2.21% | 0.00% |
| 2014 | 1.40% | 0.00% |
| 2013 | 0.84% | 0.00% |
| 2012 | 1.21% | 0.00% |
| 2011 | 1.12% | 0.00% |
| 2010 | 0.37% | 0.00% |
| 2009 | 0.69% | 0.00% |
| 2008 | 0.77% | 0.00% |
| 2007 | 0.21% | 0.00% |
| 2006 | 0.11% | 0.00% |
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