XP vs SM
Comparison between XP Inc - Class A (XP, Company) and SM Energy Company (SM, Company).
XP is from the Financial Services sector, while SM is from the Energy sector.
5-Year PerformanceSM has outperformed XP, delivering a return of +9.6% compared to -16.6%
XP vs SM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XP vs SM - Historical Returns
Returns include dividend reinvestment.
XP vs SM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XP | SM |
|---|---|---|
| 2026 | -1.98% | +66.02% |
| 2025 | +40.01% | -51.47% |
| 2024 | -51.35% | +1.24% |
| 2023 | +99.31% | +23.24% |
| 2022 | -47.09% | +10.45% |
| 2021 | -26.70% | +363.97% |
| 2020 | +2.80% | -44.67% |
| 2019 | +11.78% | -26.03% |
| 2018 | N/A | -33.18% |
| 2017 | N/A | -35.30% |
| 2016 | N/A | +73.27% |
| 2015 | N/A | -48.64% |
| 2014 | N/A | -53.20% |
| 2013 | N/A | +52.35% |
| 2012 | N/A | -31.45% |
| 2011 | N/A | +21.34% |
| 2010 | N/A | +63.50% |
| 2009 | N/A | +56.80% |
| 2008 | N/A | -48.20% |
| 2007 | N/A | +10.56% |
| 2006 | N/A | -4.22% |
| 2005 | N/A | +82.35% |
| 2004 | N/A | +44.17% |
| 2003 | N/A | +11.53% |
| 2002 | N/A | +16.86% |
| 2001 | N/A | -30.19% |
| 2000 | N/A | +185.26% |
| 1999 | N/A | -0.33% |
XP vs SM Drawdown Comparison
The maximum drawdown for XP was -79.19%, occurring on Mar 23, 2023. This drawdown has not yet recovered.
The maximum drawdown for SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.
The current XP drawdown is -65.26%. The current SM drawdown is -61.15%.
| Rank | XP | SM |
|---|---|---|
| #1 | -79.19% Sep 2, 2021 - Mar 23, 2023 | -98.85% Nov 26, 2013 - Apr 1, 2020 |
| #2 | -60.55% Feb 20, 2020 - Jun 16, 2020 | -82.05% Jun 30, 2008 - Feb 15, 2011 |
| #3 | -29.90% Sep 1, 2020 - Sep 2, 2021 | -57.19% Jan 16, 2001 - Apr 12, 2004 |
| #4 | -15.01% Jun 23, 2020 - Aug 6, 2020 | -51.83% Oct 27, 2011 - Oct 18, 2013 |
| #5 | -12.96% Aug 6, 2020 - Sep 1, 2020 | -31.07% Aug 3, 2011 - Oct 26, 2011 |
| #6 | -12.15% Jan 22, 2020 - Feb 19, 2020 | -30.27% Jul 7, 2000 - Sep 6, 2000 |
| #7 | -9.48% Dec 20, 2019 - Jan 21, 2020 | -29.50% Apr 21, 2006 - May 2, 2008 |
| #8 | -9.04% Dec 13, 2019 - Dec 18, 2019 | -24.07% Nov 9, 1999 - Feb 1, 2000 |
| #9 | -3.39% Jun 18, 2020 - Jun 23, 2020 | -22.46% Oct 13, 2000 - Nov 21, 2000 |
| #10 | -0.89% Dec 18, 2019 - Dec 20, 2019 | -21.62% Dec 28, 2000 - Jan 16, 2001 |
| #11 | N/A | -19.66% Apr 5, 2011 - Jul 15, 2011 |
| #12 | N/A | -18.80% Mar 4, 2005 - Jun 1, 2005 |
| #13 | N/A | -18.52% Jan 30, 2006 - Apr 18, 2006 |
| #14 | N/A | -16.88% Oct 3, 2005 - Dec 5, 2005 |
| #15 | N/A | -16.26% Mar 10, 2000 - Apr 4, 2000 |
Correlation
Correlation between XP and SM is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (1999 - 2026)
XP vs SM dividend yield comparison.
| Year | XP | SM |
|---|---|---|
| 2026 | 1.28% | 1.41% |
| 2025 | 1.10% | 5.35% |
| 2024 | 5.49% | 1.91% |
| 2023 | 5.02% | 1.55% |
| 2022 | 0.00% | 0.46% |
| 2021 | 0.00% | 0.07% |
| 2020 | 0.00% | 0.33% |
| 2019 | 0.00% | 0.89% |
| 2018 | 0.00% | 0.65% |
| 2017 | 0.00% | 0.45% |
| 2016 | 0.00% | 0.29% |
| 2015 | 0.00% | 0.51% |
| 2014 | 0.00% | 0.26% |
| 2013 | 0.00% | 0.12% |
| 2012 | 0.00% | 0.19% |
| 2011 | 0.00% | 0.14% |
| 2010 | 0.00% | 0.17% |
| 2009 | 0.00% | 0.29% |
| 2008 | 0.00% | 0.49% |
| 2007 | 0.00% | 0.26% |
| 2006 | 0.00% | 0.27% |
| 2005 | 0.00% | 0.27% |
| 2004 | 0.00% | 0.24% |
| 2003 | 0.00% | 0.35% |
| 2002 | 0.00% | 0.40% |
| 2001 | 0.00% | 0.47% |
| 2000 | 0.00% | 0.32% |
| 1999 | 0.00% | 0.20% |
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