XOP vs DIA: Complete Comparison
SPDR S&P Oil & Gas Exploration ETF vs SPDR Dow Jones Industrial Average ETF — overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
📈Performance Comparison
⚠️Risk Metrics
Interpretation:
- 📊 Lower volatility = smoother ride
- ⚡ Higher Sharpe/Sortino = better risk-adjusted returns
- ⚠️ Smaller max drawdown = less worst-case pain
- 📈 Beta > 1 = more volatile than S&P 500
⚔️Head-to-Head Comparison
🏆 DIA wins this comparison
Key Factors
▶Additional Metrics (5)
Bottom line: DIA wins with better expense ratio. Consider DIA for your portfolio, but XOP is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
0 shared holdings representing 0.0% portfolio overlap
Top Shared Holdings
| # | Stock | XOP Weight | DIA Weight | Overlap |
|---|
Top Holdings Only in XOP
Unique to XOP
| Symbol | Name | Weight |
|---|---|---|
| CNX | CNX | 3.37% |
| EXE | EXE | 3.17% |
| MUR | MUR | 3.15% |
| GPOR | GPOR | 3.00% |
| EQT | EQT | 2.92% |
Top Holdings Only in DIA
Unique to DIA
| Symbol | Name | Weight |
|---|---|---|
| UNH | UnitedHealth Group | 9.85% |
| GS | Goldman Sachs | 8.25% |
| MSFT | Microsoft Corp | 6.85% |
| HD | Home Depot | 6.65% |
| CAT | Caterpillar Inc | 6.25% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = Σ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
📊 This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
Want deeper analysis on XOP or DIA?
Complement your EigenDex analysis with these research tools.
Some links may be affiliate links. We may earn a commission at no extra cost to you. This helps support EigenDex as a free tool. We only recommend tools we believe provide genuine value to investors.