XOP vs. GUNR - ETF Comparison
XOP - SPDR S&P Oil & Gas Exploration & Production ETF
The SPDR S&P Oil & Gas Exploration & Production ETF provides exposure to the exploration and production sub-sector of the US energy market, offering a balanced portfolio of companies involved in discovering and accessing new oil and gas deposits. This ETF is suitable for investors seeking tactical exposure to the US energy sector or as part of a sector rotation strategy.
GUNR - FlexShares Morningstar Global Upstream Natural Resources Index Fund
The FlexShares Morningstar Global Upstream Natural Resources Index Fund is an equity ETF that tracks the Morningstar Global Upstream Natural Resources Index, providing exposure to the upstream portion of the natural resources supply chain. The fund holds a diversified portfolio of over 100 large-cap stocks, including energy and mining companies, and offers a cost-effective way to gain indirect exposure to commodity prices. It can be used as a long-term holding or a tactical play on the commodity industry.
| XOP | GUNR | |
|---|---|---|
| Fund Name | SPDR S&P Oil & Gas Exploration & Production ETF | FlexShares Morningstar Global Upstream Natural Resources Index Fund |
| Fund Provider | State Street | Northern Trust |
| Index | S&P Oil & Gas Exploration & Production Select Industry | Morningstar Global Upstream Natural Resources Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.35% | 0.46% |
| Inception Date | 2006-06-19 | 2011-09-16 |
| Number Of Holdings | 56 | 119 |
| Region | United States | Developed Markets |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Large-Cap |
| Sector | Energy | Energy |
| Sector Detail | Oil & Gas | Natural Resources |
| Leveraged | Non-leveraged | Non-leveraged |
Select Timeframe
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.