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XOP vs SIMS

State Street SPDR S&P Oil & Gas Exploration & Production ETF vs State Street SPDR S&P Kensho Intelligent Structures ETF

XOP

State Street SPDR S&P Oil & Gas Exploration & Production ETF

Annual cost

0.35%

Fund size

$3.4B

SIMS

State Street SPDR S&P Kensho Intelligent Structures ETF

Annual cost

0.45%

Fund size

$9M

Key differences

Both XOP and SIMS are equity ETFs. XOP charges 0.35% a year and SIMS 0.45%. The main difference: XOP costs 0.10% less per year.

  • XOP costs 0.10% less per year.
  • XOP is much larger than SIMS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, XOP has delivered higher annualized returns.
  • XOP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XOPSIMS
Annual cost (TER)0.35%0.45%
Fund size (AUM)$3.4B$9M
Since20062017
Dividend yield1.98%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+43.3%+35.6%
CAGR 3Y+15.0%+12.1%
CAGR 5Y+14.9%+0.2%
Sharpe 3Y0.510.45
Volatility 1Y27.82%23.44%
Max drawdown-82.61%-43.97%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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