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DUK vs XLE

Comparison between Duke Energy Corp (DUK, Company) and STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE, ETF).

DUK is from the Utilities sector, while XLE is from the Energy sector.

5-Year PerformanceXLE has outperformed DUK, delivering a return of +20.0% compared to +8.2%

DUK vs XLE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
Winner
DUK
$98B
XLE
$41B
Expense Ratio
DUK
N/A
XLE
0.08%
Max Drawdown
Winner
DUK
75.13%
XLE
76.73%
Sharpe Ratio
DUK
0.53
Winner
XLE
1.75
5Y Beta
Winner
DUK
-0.08
XLE
0.56
Industry
DUK
Utilities - Regulated Electric
XLE
N/A
P/E Ratio
Winner
DUK
18.98
XLE
22.29
Forward P/E
DUK
18.55
Winner
XLE
13.23
PEG Ratio
DUK
2.58
Winner
XLE
1.07
Dividend Yield
DUK
3.48%
XLE
N/A
5Y Dividends CAGR
DUK
6.57%
Winner
XLE
6.90%
5Y EPS CAGR
Winner
DUK
28.45%
XLE
19.55%
Debt to Equity
DUK
161.36%
Winner
XLE
40.47%
Free Cash Flow Yield
DUK
-3.38%
XLE
N/A
P/S Ratio
DUK
2.99
Winner
XLE
1.65
P/B Ratio
Winner
DUK
1.83
XLE
2.49

DUK vs XLE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DUK
-1.76%
XLE
-2.99%
3M
DUK
-4.77%
Winner
XLE
+2.77%
6M
DUK
+8.46%
Winner
XLE
+27.47%
1Y
DUK
+11.09%
Winner
XLE
+45.41%
5Y(CAGR)
DUK
+8.22%
Winner
XLE
+19.97%
10Y(CAGR)
DUK
+8.86%
Winner
XLE
+9.80%
Max(CAGR)
DUK
+8.32%
Winner
XLE
+8.40%

DUK vs XLE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDUKXLE
2026+7.61%+27.15%
2025+12.65%+6.64%
2024+14.59%+4.40%
2023-2.31%+2.97%
2022+3.44%+59.24%
2021+21.57%+53.07%
2020+5.76%-33.12%
2019+12.35%+9.58%
2018+8.52%-19.53%
2017+12.80%-2.00%
2016+13.81%+28.06%
2015-11.30%-21.84%
2014+27.97%-7.38%
2013+10.90%+23.53%
2012+3.14%+2.36%
2011+29.89%+2.08%
2010+11.09%+18.05%
2009+18.92%+16.01%
2008-19.99%-39.08%
2007+10.15%+41.83%
2006+24.49%+12.74%
2005+14.38%+45.54%
2004+30.85%+33.98%
2003+9.85%+23.23%
2002-48.90%-14.05%
2001-2.50%-18.34%
2000+83.71%+26.90%
1999-9.78%+0.56%

DUK vs XLE Drawdown Comparison

The maximum drawdown for DUK was -71.89%, occurring on Mar 10, 2003. Recovery took 1500 trading sessions.

The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.

The current DUK drawdown is -6.09%. The current XLE drawdown is -7.82%.

RankDUKXLE
#1-71.89%
Apr 26, 2001 - Apr 18, 2007
-71.26%
Jun 23, 2014 - Mar 4, 2022
#2-38.89%
Dec 13, 2007 - Sep 13, 2010
-57.37%
May 20, 2008 - May 20, 2013
#3-37.37%
Feb 21, 2020 - Apr 13, 2021
-41.54%
May 18, 2001 - Jul 16, 2004
#4-26.75%
Nov 30, 2000 - Apr 20, 2001
-26.08%
Jun 8, 2022 - Nov 1, 2022
#5-24.16%
May 27, 2022 - Jul 12, 2024
-20.15%
Nov 22, 2024 - Jan 5, 2026
#6-23.07%
Jan 29, 2015 - Jun 27, 2016
-17.34%
Nov 15, 2022 - Sep 8, 2023
#7-19.02%
Jan 27, 2000 - Apr 13, 2000
-16.88%
Dec 26, 2007 - Apr 16, 2008
#8-18.13%
Nov 14, 2017 - Nov 16, 2018
-16.45%
Sep 29, 2005 - Jan 13, 2006
#9-18.07%
Apr 25, 2007 - Dec 5, 2007
-15.99%
Apr 21, 2006 - Nov 29, 2006
#10-16.23%
Nov 2, 1999 - Jan 21, 2000
-14.71%
Jan 21, 2000 - Mar 29, 2000
#11-14.77%
Jul 6, 2016 - May 22, 2017
-14.14%
Mar 8, 2001 - May 18, 2001
#12-12.51%
Apr 29, 2013 - Apr 8, 2014
-13.72%
Mar 4, 2005 - Jun 16, 2005
#13-12.20%
Jun 18, 2012 - Jan 30, 2013
-13.33%
Apr 5, 2024 - Nov 21, 2024
#14-11.61%
Oct 18, 2024 - Mar 3, 2025
-12.96%
Sep 14, 2023 - Mar 18, 2024
#15-10.90%
Sep 12, 2000 - Sep 28, 2000
-12.44%
Jul 19, 2007 - Sep 18, 2007

Correlation

Correlation between DUK and XLE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (1999 - 2026)

DUK vs XLE dividend yield comparison.

YearDUKXLE
20261.71%0.67%
20253.60%3.28%
20243.84%3.36%
20234.18%3.55%
20223.86%3.68%
20213.72%4.21%
20204.17%5.62%
20194.11%6.72%
20184.21%3.54%
20174.15%3.03%
20164.33%2.26%
20154.54%3.39%
20143.77%2.35%
20134.48%1.73%
20124.75%1.82%
20114.50%1.54%
20105.45%1.46%
20095.46%1.81%
20086.00%1.85%
200773.06%0.99%
20063.79%1.24%
20054.26%1.13%
20044.34%1.42%
20035.38%1.74%
20025.63%2.16%
20012.80%1.85%
20003.06%1.45%
19991.10%0.30%

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