Which returned more over the last year, IWC or XOP?

In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and XOP +62.5%.

Which is cheaper, IWC or XOP?

XOP is cheaper, by 0.25 percentage points a year. That is about $25 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

IWC vs XOP: Differences, Returns & Fees

Share on X Download as PDF

Over the year to Oct 28, 2026, IWC returned +16.5% to XOP's +62.5%; 1% of their weight is in the same names.

askIQ about this page

askIQ about IWC and XOP

Net assets on Oct 27, 2026: $1.2bn for iShares Micro-Cap ETF and $4.6bn for State Street SPDR S&P Oil & Gas Exploration & Production ETF.

IWC on its own →XOP on its own →

At a glance

+16.5%

IWC total return, 1 year

+62.5%

XOP total return, 1 year

0.60%

IWC expense ratio

0.35%

XOP expense ratio

Pair scorecard

XOP costs 0.25 points a year less; their one-year returns differ by 46.0 points; XOP is 3.8 times larger.

IWC vs XOP: Differences, Returns & Fees
Measure	IWC	XOP
Return
Measure	IWC	XOP
Total return, 1 year	+16.5%	+62.5%
Drawdown
Measure	IWC	XOP
Below its high	9.5%, high on Aug 14, 2026	24.8%, high on Jun 23, 2014
Benchmark
Measure	IWC	XOP
What it tracks	Russell Microcap Index	S&P Oil & Gas Exploration & Production Select Industry Index
Cost and size
Measure	IWC	XOP
Expense ratio	0.60%	0.35%
Net assets, as of Oct 27, 2026	$1.2bn	$4.6bn
Holdings
Measure	IWC	XOP
Holdings in common	1%
In the S&P 500, by weight	92%
Top ten holdings, share of the fund	5.9%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, IWC and XOP hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

1% in common

Positions both hold · largest shared weight first IWC XOP

REX AMERICAN RESOURCES 0.28% 0.31%

DIVERSIFIED ENERGY COMPANY 0.25% 0.53%

GREEN PLAINS 0.23% 0.64%

RILEY EXPLORATION PERMIAN INC 0.20% 0.38%

VAALCO ENERGY INC 0.16% 0.32%

SANDRIDGE ENERGY INC 0.11% 0.20%

GEVO 0.07% 0.15%

NEW ERA ENERGY AND DIGITAL INC 0.07% 0.15%

SRAX INC 0.00% 0.37%

Only in one fund ↓

Only in IWC

CAREDX 0.88%

PENGUIN SOLUTIONS INC 0.73%

NURIX THERAPEUTICS 0.63%

SELLAS LIFE SCIENCES GROUP INC 0.60%

VIRIDIAN THERAPEUTICS ORS 0.59%

OUSTER 0.53%

INTERFACE 0.52%

STRIVE INC CLASS A 0.50%

Only in XOP

RANGE RESOURCES CORP 3.48%

APA CORP 2.92%

MURPHY OIL CORP 2.89%

OVINTIV INC 2.85%

EOG RESOURCES INC 2.82%

EXXONMOBIL HOLDINGS CORP 2.82%

MARATHON PETROLEUM CORP 2.81%

CONOCOPHILLIPS 2.79%

Check overlap with more funds →

Side by side

IWC iShares Micro-Cap ETF XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks the Russell Microcap Tracks the S&P Oil & Gas Exploration & Production

Total return, 1 year +16.5% +62.5%

Its benchmark over the same days +13.3% (IWV) not measured

Gap to its benchmark +3.2 pts vs IWV not measured

Expense ratio 0.60% 0.35%

Holdings 1365 52

Net assets, as of Oct 27, 2026 $1.2bn $4.6bn

IWC and XOP on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IWC

Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

IWC tracks the Russell Microcap. The prospectus expense ratio is 0.60% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,365 positions, with the top ten at 5.9%. It sat 9.5% below its high of Aug 14, 2026 on Oct 28, 2026.

XOP

XOP tracks the S&P Oil & Gas Exploration & Production. Over the year to Oct 28, 2026 it returned +62.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. It sat 24.8% below its high of Jun 23, 2014 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IWC or XOP?: In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and XOP +62.5%.
Which is cheaper, IWC or XOP?: XOP is cheaper, by 0.25 percentage points a year. That is about $25 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

IWC vs VDE IWC vs IYE IWC vs XLE IWC vs KRE VTWO vs XOP IWM vs XOP VB vs XOP IJR vs XOP

Where to next

IWC on its own →XOP on its own →Hold both: look the portfolio through →Rankings →IWC dividend history →IWC holdings →XOP dividend history →XOP holdings →Standards and sources →

Sources and dates

IWC filings on SEC EDGAR ↗

IWC prospectus with the expense ratio (SEC) ↗

iShares page for IWC ↗

XOP filings on SEC EDGAR ↗

XOP prospectus with the expense ratio (SEC) ↗

State Street website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IWC against XOP, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwc-vs-xop

Open data →

Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.