IWB vs XLE
Comparison between ISHARES RUSSELL 1000 ETF (IWB, ETF) and THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF).
5-Year PerformanceXLE has outperformed IWB, delivering a return of +20.1% compared to +12.5%
IWB vs XLE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWB
$43B
Winner
XLE
$44B
Expense Ratio
IWB
0.15%
Winner
XLE
0.08%
Max Drawdown
Winner
IWB
56.43%
XLE
76.73%
Sharpe Ratio
Winner
IWB
1.99
XLE
1.70
5Y Beta
IWB
0.98
Winner
XLE
0.58
P/E Ratio
IWB
27.79
Winner
XLE
21.71
Forward P/E
IWB
21.51
Winner
XLE
14.75
PEG Ratio
IWB
N/A
XLE
1.16
5Y Dividends CAGR
Winner
IWB
9.65%
XLE
6.90%
5Y EPS CAGR
Winner
IWB
25.49%
XLE
20.78%
Debt to Equity
IWB
39.40%
Winner
XLE
36.28%
P/S Ratio
IWB
3.09
Winner
XLE
1.65
P/B Ratio
IWB
4.84
Winner
XLE
2.56
IWB vs XLE - Holdings Comparison
IWB and XLE have 23 common holdings. Overlap is 3.91%
IWB's top 25 holdings weight is 43.87%. XLE's top 25 holdings weight is 100.00%.
| Rank | IWB | XLE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.64% | EXXON MOBIL CORP (XOM) - 22.45% |
| #2 | APPLE INC (AAPL) - 6.10% | CHEVRON CORP (CVX) - 16.68% |
| #3 | MICROSOFT CORP (MSFT) - 4.57% | CONOCOPHILLIPS (COP) - 7.27% |
| #4 | AMAZON.COM INC (AMZN) - 3.31% | SLB LTD (SLB) - 4.57% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.73% | WILLIAMS COMPANIES INC (WMB) - 4.24% |
| #6 | BROADCOM INC (AVGO) - 2.33% | VALERO ENERGY CORP (VLO) - 4.21% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.22% | EOG RESOURCES INC (EOG) - 4.14% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.01% | MARATHON PETROLEUM CORP (MPC) - 3.91% |
| #9 | TESLA INC (TSLA) - 1.72% | PHILLIPS 66 (PSX) - 3.84% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% | BAKER HUGHES CO CLASS A (BKR) - 3.73% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.32% | KINDER MORGAN INC CLASS P (KMI) - 3.42% |
| #12 | EXXON MOBIL CORP (XOM) - 1.24% | ONEOK INC (OKE) - 3.08% |
| #13 | ELI LILLY AND CO (LLY) - 1.22% | TARGA RESOURCES CORP (TRGP) - 2.95% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.00% | OCCIDENTAL PETROLEUM CORP (OXY) - 2.40% |
| #15 | WALMART INC (WMT) - 0.92% | DIAMONDBACK ENERGY INC (FANG) - 2.19% |
| #16 | VISA INC CLASS A (V) - 0.87% | EQT CORP (EQT) - 2.02% |
| #17 | COSTCO WHOLESALE CORP (COST) - 0.76% | HALLIBURTON CO (HAL) - 1.92% |
| #18 | CHEVRON CORP (CVX) - 0.68% | DEVON ENERGY CORP (DVN) - 1.74% |
| #19 | MASTERCARD INC CLASS A (MA) - 0.68% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.49% |
| #20 | NETFLIX INC (NFLX) - 0.68% | TEXAS PACIFIC LAND CORP (TPL) - 1.39% |
| #21 | CONOCOPHILLIPS (COP) - 0.28% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.32% |
| #22 | AMERICAN EXPRESS CO (AXP) - 0.28% | APA CORP (APA) - 0.78% |
| #23 | CHARLES SCHWAB CORP (SCHW) - 0.27% | XAE ENERGY JUN26 XCME 20260618 (n/a) - 0.15% |
| #24 | INTUITIVE SURGICAL INC (ISRG) - 0.27% | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.10% |
| #25 | PFIZER INC (PFE) - 0.27% | US DOLLAR (n/a) - 0.01% |
| Total Holdings | 965 | 25 |
IWB vs XLE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWB
+8.52%
XLE
-4.05%
3M
Winner
IWB
+6.03%
XLE
+4.51%
6M
IWB
+10.03%
Winner
XLE
+26.27%
1Y
IWB
+30.94%
Winner
XLE
+40.89%
5Y(CAGR)
IWB
+12.51%
Winner
XLE
+20.06%
10Y(CAGR)
Winner
IWB
+15.17%
XLE
+10.03%
Max(CAGR)
Winner
IWB
+8.52%
XLE
+8.29%
IWB vs XLE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IWB | XLE |
|---|---|---|
| 2026 | +7.73% | +22.80% |
| 2025 | +17.40% | +6.64% |
| 2024 | +25.08% | +4.40% |
| 2023 | +27.04% | +2.97% |
| 2022 | -19.70% | +59.24% |
| 2021 | +28.10% | +53.07% |
| 2020 | +19.74% | -33.12% |
| 2019 | +31.11% | +9.58% |
| 2018 | -5.57% | -19.53% |
| 2017 | +20.58% | -2.00% |
| 2016 | +13.69% | +28.06% |
| 2015 | +0.86% | -21.84% |
| 2014 | +14.05% | -7.38% |
| 2013 | +29.59% | +23.53% |
| 2012 | +14.77% | +2.36% |
| 2011 | +0.22% | +2.08% |
| 2010 | +14.18% | +18.05% |
| 2009 | +24.67% | +16.01% |
| 2008 | -36.70% | -39.08% |
| 2007 | +5.37% | +41.83% |
| 2006 | +13.49% | +12.74% |
| 2005 | +7.04% | +45.54% |
| 2004 | +10.98% | +33.98% |
| 2003 | +25.31% | +23.23% |
| 2002 | -22.03% | -14.05% |
| 2001 | -8.93% | -18.34% |
| 2000 | -4.97% | +26.90% |
| 1999 | N/A | +0.56% |
IWB vs XLE Drawdown Comparison
The maximum drawdown for IWB was -55.38%, occurring on Mar 9, 2009. Recovery took 1119 trading sessions.
The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.
The current XLE drawdown is -10.97%.
| Rank | IWB | XLE |
|---|---|---|
| #1 | -55.38% Oct 9, 2007 - Mar 19, 2012 | -71.26% Jun 23, 2014 - Mar 4, 2022 |
| #2 | -48.25% Sep 1, 2000 - Oct 13, 2006 | -57.37% May 20, 2008 - May 20, 2013 |
| #3 | -34.60% Feb 19, 2020 - Aug 10, 2020 | -41.54% May 18, 2001 - Jul 16, 2004 |
| #4 | -25.20% Jan 3, 2022 - Dec 14, 2023 | -26.08% Jun 8, 2022 - Nov 1, 2022 |
| #5 | -19.72% Sep 20, 2018 - Apr 12, 2019 | -20.15% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -19.09% Feb 19, 2025 - Jun 26, 2025 | -17.34% Nov 15, 2022 - Sep 8, 2023 |
| #7 | -14.25% May 21, 2015 - Jun 2, 2016 | -16.88% Dec 26, 2007 - Apr 16, 2008 |
| #8 | -9.97% Jan 26, 2018 - Jul 25, 2018 | -16.45% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -9.86% Apr 2, 2012 - Aug 16, 2012 | -15.99% Apr 21, 2006 - Nov 29, 2006 |
| #10 | -9.45% Jul 19, 2007 - Oct 5, 2007 | -14.71% Jan 21, 2000 - Mar 29, 2000 |
| #11 | -9.33% Sep 2, 2020 - Nov 11, 2020 | -14.14% Mar 8, 2001 - May 18, 2001 |
| #12 | -8.86% Jan 27, 2026 - Apr 15, 2026 | -13.72% Mar 4, 2005 - Jun 16, 2005 |
| #13 | -8.43% Jul 16, 2024 - Sep 19, 2024 | -13.33% Apr 5, 2024 - Nov 21, 2024 |
| #14 | -7.58% Sep 18, 2014 - Oct 31, 2014 | -12.96% Sep 14, 2023 - Mar 18, 2024 |
| #15 | -7.30% Sep 14, 2012 - Jan 2, 2013 | -12.44% Jul 19, 2007 - Sep 18, 2007 |
Correlation
Correlation between IWB and XLE is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (1999 - 2026)
IWB vs XLE dividend yield comparison.
| Year | IWB | XLE |
|---|---|---|
| 2026 | 0.22% | 0.69% |
| 2025 | 1.00% | 3.28% |
| 2024 | 1.14% | 3.36% |
| 2023 | 1.31% | 3.55% |
| 2022 | 1.56% | 3.68% |
| 2021 | 1.09% | 4.21% |
| 2020 | 1.37% | 5.62% |
| 2019 | 1.71% | 6.72% |
| 2018 | 2.06% | 3.54% |
| 2017 | 1.64% | 3.03% |
| 2016 | 1.89% | 2.26% |
| 2015 | 1.95% | 3.39% |
| 2014 | 1.70% | 2.35% |
| 2013 | 1.68% | 1.73% |
| 2012 | 2.05% | 1.82% |
| 2011 | 1.93% | 1.54% |
| 2010 | 1.67% | 1.46% |
| 2009 | 1.94% | 1.81% |
| 2008 | 2.49% | 1.85% |
| 2007 | 1.68% | 0.99% |
| 2006 | 1.57% | 1.24% |
| 2005 | 1.92% | 1.13% |
| 2004 | 1.73% | 1.42% |
| 2003 | 1.42% | 1.74% |
| 2002 | 1.54% | 2.16% |
| 2001 | 1.14% | 1.85% |
| 2000 | 0.64% | 1.45% |
| 1999 | 0.00% | 0.30% |
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