XOP vs USMC
Comparison between STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed XOP, delivering a return of +15.5% compared to +13.7%
XOP vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XOP
$3.40B
Winner
USMC
$3.50B
Expense Ratio
XOP
0.35%
Winner
USMC
0.12%
Max Drawdown
XOP
90.96%
Winner
USMC
29.97%
Sharpe Ratio
XOP
0.55
Winner
USMC
1.44
5Y Beta
Winner
XOP
0.74
USMC
0.93
P/E Ratio
XOP
43.81
Winner
USMC
29.08
Forward P/E
Winner
XOP
8.74
USMC
20.96
PEG Ratio
XOP
N/A
USMC
0.49
5Y Dividends CAGR
Winner
XOP
18.35%
USMC
-0.46%
5Y EPS CAGR
XOP
N/A
USMC
28.12%
Debt to Equity
XOP
76.34%
Winner
USMC
43.72%
XOP vs USMC - Holdings Comparison
XOP and USMC have 2 common holdings. Overlap is 4.61%
XOP's top 25 holdings weight is 68.37%. USMC's top 25 holdings weight is 97.88%.
| Rank | XOP | USMC |
|---|---|---|
| #1 | HF SINCLAIR CORP (DINO) - 3.35% | NVIDIA CORP (NVDA) - 7.83% |
| #2 | SM ENERGY CO (SM) - 3.32% | MICRON TECHNOLOGY INC (MU) - 7.02% |
| #3 | MARATHON PETROLEUM CORP (MPC) - 2.99% | APPLE INC (AAPL) - 6.93% |
| #4 | APA CORP (APA) - 2.96% | ALPHABET INC CLASS A (GOOGL) - 6.00% |
| #5 | DIAMONDBACK ENERGY INC (FANG) - 2.96% | BROADCOM INC (AVGO) - 4.88% |
| #6 | MURPHY OIL CORP (MUR) - 2.88% | MICROSOFT CORP (MSFT) - 4.75% |
| #7 | VALERO ENERGY CORP (VLO) - 2.88% | JPMORGAN CHASE & CO (JPM) - 4.31% |
| #8 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 2.85% | VISA INC CLASS A (V) - 4.23% |
| #9 | PHILLIPS 66 (PSX) - 2.78% | COSTCO WHOLESALE CORP (COST) - 4.08% |
| #10 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.74% | MASTERCARD INC CLASS A (MA) - 3.96% |
| #11 | OVINTIV INC (OVV) - 2.74% | AMAZON.COM INC (AMZN) - 3.72% |
| #12 | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 2.71% | META PLATFORMS INC CLASS A (META) - 3.69% |
| #13 | EOG RESOURCES INC (EOG) - 2.70% | NETFLIX INC (NFLX) - 3.57% |
| #14 | PBF ENERGY INC CLASS A (PBF) - 2.65% | BANK OF AMERICA CORP (BAC) - 3.55% |
| #15 | DEVON ENERGY CORP (DVN) - 2.63% | ABBVIE INC (ABBV) - 3.14% |
| #16 | PERMIAN RESOURCES CORP CLASS A (PR) - 2.63% | JOHNSON & JOHNSON (JNJ) - 3.11% |
| #17 | CONOCOPHILLIPS (COP) - 2.58% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.11% |
| #18 | MATADOR RESOURCES CO (MTDR) - 2.57% | GE AEROSPACE (GE) - 3.02% |
| #19 | CRESCENT ENERGY CO CLASS A (CRGY) - 2.56% | PROCTER & GAMBLE CO (PG) - 2.89% |
| #20 | VENTURE GLOBAL INC ORDINARY SHARES CLASS A (VG) - 2.56% | CATERPILLAR INC (CAT) - 2.65% |
| #21 | EXXON MOBIL CORP (XOM) - 2.55% | ELI LILLY AND CO (LLY) - 2.48% |
| #22 | CHEVRON CORP (CVX) - 2.52% | CHEVRON CORP (CVX) - 2.34% |
| #23 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 2.46% | EXXON MOBIL CORP (XOM) - 2.27% |
| #24 | RANGE RESOURCES CORP (RRC) - 2.44% | TESLA INC (TSLA) - 2.18% |
| #25 | ANTERO RESOURCES CORP (AR) - 2.36% | WALMART INC (WMT) - 2.17% |
| Total Holdings | 52 | 27 |
XOP vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
XOP
-12.97%
Winner
USMC
+1.87%
3M
XOP
-11.18%
Winner
USMC
+13.53%
6M
Winner
XOP
+23.99%
USMC
+9.27%
1Y
XOP
+17.33%
Winner
USMC
+23.39%
5Y(CAGR)
XOP
+13.66%
Winner
USMC
+15.51%
10Y(CAGR)
XOP
+2.47%
Winner
USMC
+15.10%
Max(CAGR)
XOP
+1.42%
Winner
USMC
+15.10%
XOP vs USMC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XOP | USMC |
|---|---|---|
| 2026 | +19.40% | +8.91% |
| 2025 | -3.93% | +15.84% |
| 2024 | -1.78% | +30.19% |
| 2023 | +9.68% | +31.46% |
| 2022 | +38.75% | -17.74% |
| 2021 | +65.27% | +27.40% |
| 2020 | -36.80% | +14.89% |
| 2019 | -12.86% | +28.26% |
| 2018 | -30.45% | -2.42% |
| 2017 | -11.31% | +5.48% |
| 2016 | +36.69% | N/A |
| 2015 | -37.23% | N/A |
| 2014 | -28.50% | N/A |
| 2013 | +24.28% | N/A |
| 2012 | -0.75% | N/A |
| 2011 | -0.88% | N/A |
| 2010 | +22.41% | N/A |
| 2009 | +31.01% | N/A |
| 2008 | -43.89% | N/A |
| 2007 | +42.00% | N/A |
| 2006 | +10.61% | N/A |
XOP vs USMC 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 USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current XOP drawdown is -46.05%. The current USMC drawdown is -0.73%.
| Rank | XOP | USMC |
|---|---|---|
| #1 | -90.79% Jun 23, 2014 - Mar 23, 2020 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -67.75% Jun 23, 2008 - Oct 16, 2013 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -17.38% Aug 9, 2006 - Nov 29, 2006 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -15.38% Nov 6, 2007 - Feb 19, 2008 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -15.17% Jun 18, 2007 - Oct 9, 2007 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -14.37% Dec 1, 2006 - Apr 4, 2007 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -11.91% Oct 18, 2013 - Apr 2, 2014 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -10.18% Feb 28, 2008 - Apr 4, 2008 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -7.88% Jul 3, 2006 - Jul 26, 2006 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -6.46% May 20, 2008 - Jun 5, 2008 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -5.70% Apr 21, 2008 - May 6, 2008 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -4.79% Apr 24, 2014 - Jun 6, 2014 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -4.35% Jun 4, 2007 - Jun 14, 2007 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -4.33% Oct 18, 2007 - Oct 26, 2007 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -3.60% Jun 9, 2008 - Jun 17, 2008 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between XOP and USMC 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 USMC dividend yield comparison.
| Year | XOP | USMC |
|---|---|---|
| 2026 | 0.46% | 0.20% |
| 2025 | 2.62% | 0.79% |
| 2024 | 2.45% | 1.04% |
| 2023 | 2.63% | 1.35% |
| 2022 | 2.47% | 1.78% |
| 2021 | 1.61% | 1.53% |
| 2020 | 1.85% | 1.55% |
| 2019 | 0.37% | 2.01% |
| 2018 | 0.25% | 2.28% |
| 2017 | 0.19% | 0.24% |
| 2016 | 0.19% | 0.00% |
| 2015 | 0.55% | 0.00% |
| 2014 | 0.35% | 0.00% |
| 2013 | 0.21% | 0.00% |
| 2012 | 0.30% | 0.00% |
| 2011 | 0.28% | 0.00% |
| 2010 | 0.09% | 0.00% |
| 2009 | 0.17% | 0.00% |
| 2008 | 0.19% | 0.00% |
| 2007 | 0.05% | 0.00% |
| 2006 | 0.03% | 0.00% |
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