GOVT vs XLE

Comparison between ISHARES U.S. TREASURY BOND ETF (GOVT, ETF) and THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF).

5-Year PerformanceXLE has outperformed GOVT, delivering a return of +21.7% compared to -0.3%

GOVT vs XLE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GOVT(ETF)	XLE(ETF)
Net Assets	$41B	$41B
Expense Ratio	0.05%	0.08%
Max Drawdown	23.67%	76.73%
Sharpe Ratio	0.08	1.63
5Y Beta	-0.00	0.58
P/E Ratio	N/A	21.96
Forward P/E	N/A	13.23
PEG Ratio	N/A	1.23
5Y Dividends CAGR	10.36%	6.90%
5Y EPS CAGR	N/A	20.54%
Debt to Equity	N/A	37.03%
P/S Ratio	N/A	1.62
P/B Ratio	N/A	2.58

Net Assets

GOVT

$41B

Winner

XLE

$41B

Expense Ratio

Winner

GOVT

0.05%

XLE

0.08%

Max Drawdown

Winner

GOVT

23.67%

XLE

76.73%

Sharpe Ratio

GOVT

0.08

Winner

XLE

1.63

5Y Beta

Winner

GOVT

-0.00

XLE

0.58

P/E Ratio

GOVT

N/A

XLE

21.96

Forward P/E

GOVT

N/A

XLE

13.23

PEG Ratio

GOVT

N/A

XLE

1.23

5Y Dividends CAGR

Winner

GOVT

10.36%

XLE

6.90%

5Y EPS CAGR

GOVT

N/A

XLE

20.54%

Debt to Equity

GOVT

N/A

XLE

37.03%

P/S Ratio

GOVT

N/A

XLE

1.62

P/B Ratio

GOVT

N/A

XLE

2.58

GOVT vs XLE - Historical Returns

Returns include dividend reinvestment.

Period	GOVT	XLE
1 month	-0.59%	+0.91%
3 months	-1.46%	+6.72%
6 months	-0.05%	+29.29%
1 year	+4.02%	+38.71%
5 years(CAGR)	-0.33%	+21.70%
10 years(CAGR)	+0.87%	+10.29%
Max(CAGR)	+1.24%	+8.42%

GOVT

-0.59%

Winner

XLE

+0.91%

GOVT

-1.46%

Winner

XLE

+6.72%

GOVT

-0.05%

Winner

XLE

+29.29%

GOVT

+4.02%

Winner

XLE

+38.71%

5Y(CAGR)

GOVT

-0.33%

Winner

XLE

+21.70%

10Y(CAGR)

GOVT

+0.87%

Winner

XLE

+10.29%

Max(CAGR)

GOVT

+1.24%

Winner

XLE

+8.42%

GOVT vs XLE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GOVT	XLE
2026	-0.20%	+27.06%
2025	+6.15%	+6.64%
2024	+3.27%	+4.40%
2023	+3.62%	+2.97%
2022	-11.87%	+59.24%
2021	-1.60%	+53.07%
2020	+7.08%	-33.12%
2019	+6.49%	+9.58%
2018	+0.54%	-19.53%
2017	+2.19%	-2.00%
2016	+0.60%	+28.06%
2015	+0.32%	-21.84%
2014	+4.75%	-7.38%
2013	-2.37%	+23.53%
2012	+2.23%	+2.36%
2011	N/A	+2.08%
2010	N/A	+18.05%
2009	N/A	+16.01%
2008	N/A	-39.08%
2007	N/A	+41.83%
2006	N/A	+12.74%
2005	N/A	+45.54%
2004	N/A	+33.98%
2003	N/A	+23.23%
2002	N/A	-14.05%
2001	N/A	-18.34%
2000	N/A	+26.90%
1999	N/A	+0.56%

GOVT vs XLE Drawdown Comparison

The maximum drawdown for GOVT was -19.07%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

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

The current GOVT drawdown is -7.30%. The current XLE drawdown is -7.88%.

Rank	GOVT	XLE
#1	-19.07% Aug 4, 2020 - Oct 19, 2023	-71.26% Jun 23, 2014 - Mar 4, 2022
#2	-5.87% Jul 8, 2016 - May 13, 2019	-57.37% May 20, 2008 - May 20, 2013
#3	-4.56% Mar 9, 2020 - Apr 21, 2020	-41.54% May 18, 2001 - Jul 16, 2004
#4	-4.55% May 1, 2013 - Oct 8, 2014	-26.08% Jun 8, 2022 - Nov 1, 2022
#5	-3.54% Jan 30, 2015 - Jan 29, 2016	-20.15% Nov 22, 2024 - Jan 5, 2026
#6	-2.63% Sep 4, 2019 - Jan 29, 2020	-17.34% Nov 15, 2022 - Sep 8, 2023
#7	-2.14% Apr 21, 2020 - Jul 23, 2020	-16.88% Dec 26, 2007 - Apr 16, 2008
#8	-1.93% Jul 25, 2012 - May 1, 2013	-16.45% Sep 29, 2005 - Jan 13, 2006
#9	-1.93% Mar 8, 2012 - Apr 23, 2012	-15.99% Apr 21, 2006 - Nov 29, 2006
#10	-1.74% Feb 11, 2016 - Apr 7, 2016	-14.71% Jan 21, 2000 - Mar 29, 2000
#11	-1.27% Apr 7, 2016 - May 13, 2016	-14.14% Mar 8, 2001 - May 18, 2001
#12	-1.25% Jun 1, 2012 - Jul 16, 2012	-13.72% Mar 4, 2005 - Jun 16, 2005
#13	-1.16% Oct 15, 2014 - Dec 12, 2014	-13.33% Apr 5, 2024 - Nov 21, 2024
#14	-1.07% Dec 16, 2014 - Jan 5, 2015	-12.96% Sep 14, 2023 - Mar 18, 2024
#15	-0.97% Jul 3, 2019 - Aug 1, 2019	-12.44% Jul 19, 2007 - Sep 18, 2007

Correlation

Correlation between GOVT and XLE is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (1999 - 2026)

GOVT vs XLE dividend yield comparison.

Year	GOVT	XLE
2026	1.19%	0.67%
2025	3.49%	3.28%
2024	3.14%	3.36%
2023	2.65%	3.55%
2022	1.77%	3.68%
2021	0.95%	4.21%
2020	2.17%	5.62%
2019	1.98%	6.72%
2018	1.97%	3.54%
2017	1.57%	3.03%
2016	1.40%	2.26%
2015	1.25%	3.39%
2014	1.17%	2.35%
2013	0.93%	1.73%
2012	0.85%	1.82%
2011	0.00%	1.54%
2010	0.00%	1.46%
2009	0.00%	1.81%
2008	0.00%	1.85%
2007	0.00%	0.99%
2006	0.00%	1.24%
2005	0.00%	1.13%
2004	0.00%	1.42%
2003	0.00%	1.74%
2002	0.00%	2.16%
2001	0.00%	1.85%
2000	0.00%	1.45%
1999	0.00%	0.30%