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XOP Industry — O&G E&P ETF (XOP)

Industry — O&G E&P · Benchmark: Index Benchmark · Domiciled in US

AUM
$401.3B
Expense ratio
35.00%
Inception
1995-09-15
VMCI-Composite
61/100
5y CAGR
12.2%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

XOP Industry — O&G E&P ETF — analysis

XOP fact sheet snapshot: $401.3B AUM, 35 bps expense, 1995-09-15 inception, Industry — O&G E&P mandate, Index Benchmark as the comparison index. XOP Industry — O&G E&P ETF is the legal name on the listing.

XOP's VMCI-Composite reads 61/100, derived from the top-10 holdings' individual scores on ValueMarkers' five-pillar framework. Above-average composite quality versus the typical industry — o&g e&p ETF in our coverage.

XOP's 5y annualized total return is 12.2%. That is -0.8 pp below the 13.0% benchmark line, with a 3y CAGR of 12.3% on the same series.

On the income line, XOP pays 1.70% and has grown the distribution at 3.2% annualized for five years. The forward question is whether the underlying earnings stream supports continued distribution growth at that pace.

XOP holdings concentration: 30% of the portfolio sits in the top 10 names, anchored by AAPL at 3.55%. Technology is the largest sector at 28% of allocation.

Three comparable ETFs to consider alongside XOP: SPY, VOO, VTI. Each tracks the same broad category (Industry — O&G E&P) but differs on issuer, expense ratio, and methodology, so the practical question is fee plus tracking quality plus distribution shape.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.55%57
2MSFT3.42%85
3NVDA3.29%54
4AMZN3.15%61
5GOOGL3.15%47
6META2.93%48
7BRK-B2.75%69
8TSLA2.62%77
9V2.49%49
10JPM2.35%68
11UNH2.22%74
12XOM2.22%61
13JNJ2.18%53
14PG1.91%72
15MA1.73%45
16HD1.55%53
17MRK1.42%87
18AVGO1.29%60
19PEP1.29%46
20COST1.07%88
21KO1.07%87
22WMT0.84%75
23BAC0.67%55
24CVX0.49%48
25ADBE0.36%67

Performance & income

YTD
16.2%
1y total return
18.9%
3y CAGR
12.3%
5y CAGR vs benchmark
12.2% / 13.0%
Dividend yield
1.70%
5y distribution CAGR
3.2%

Comparable ETFs

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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.

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