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MBB vs XLE

Comparison between ISHARES MBS ETF (MBB, ETF) and STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE, ETF).

5-Year PerformanceXLE has outperformed MBB, delivering a return of +18.9% compared to +0.4%

MBB vs XLE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MBB
$39B
XLE
$39B
Expense Ratio
Winner
MBB
0.04%
XLE
0.08%
Max Drawdown
Winner
MBB
22.85%
XLE
76.73%
Sharpe Ratio
MBB
0.57
Winner
XLE
1.48
5Y Beta
Winner
MBB
0.04
XLE
0.54
P/E Ratio
MBB
N/A
XLE
22.77
Forward P/E
MBB
N/A
XLE
12.66
PEG Ratio
MBB
N/A
XLE
1.06
5Y Dividends CAGR
Winner
MBB
14.23%
XLE
6.90%
5Y EPS CAGR
MBB
N/A
XLE
19.33%
Debt to Equity
MBB
N/A
XLE
39.74%
P/S Ratio
MBB
N/A
XLE
1.65
P/B Ratio
MBB
N/A
XLE
2.51

MBB vs XLE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MBB
+1.37%
XLE
-6.54%
3M
Winner
MBB
+0.21%
XLE
-3.44%
6M
MBB
+1.52%
Winner
XLE
+24.76%
1Y
MBB
+6.71%
Winner
XLE
+30.55%
5Y(CAGR)
MBB
+0.44%
Winner
XLE
+18.90%
10Y(CAGR)
MBB
+1.32%
Winner
XLE
+9.56%
Max(CAGR)
MBB
+2.70%
Winner
XLE
+8.24%

MBB vs XLE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMBBXLE
2026+1.10%+22.47%
2025+8.48%+6.64%
2024+1.91%+4.40%
2023+4.52%+2.97%
2022-11.39%+59.24%
2021-1.44%+53.07%
2020+3.95%-33.12%
2019+5.99%+9.58%
2018+0.89%-19.53%
2017+2.43%-2.00%
2016+1.25%+28.06%
2015+1.13%-21.84%
2014+6.22%-7.38%
2013-1.98%+23.53%
2012+2.07%+2.36%
2011+6.01%+2.08%
2010+5.49%+18.05%
2009+4.73%+16.01%
2008+7.13%-39.08%
2007+4.99%+41.83%
2006N/A+12.74%
2005N/A+45.54%
2004N/A+33.98%
2003N/A+23.23%
2002N/A-14.05%
2001N/A-18.34%
2000N/A+26.90%
1999N/A+0.56%

MBB vs XLE Drawdown Comparison

The maximum drawdown for MBB was -17.64%, occurring on Oct 19, 2023. Recovery took 1185 trading sessions.

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

The current MBB drawdown is -1.09%. The current XLE drawdown is -11.21%.

RankMBBXLE
#1-17.64%
Feb 9, 2021 - Oct 28, 2025
-71.26%
Jun 23, 2014 - Mar 4, 2022
#2-4.81%
Sep 25, 2012 - May 1, 2014
-57.37%
May 20, 2008 - May 20, 2013
#3-4.32%
Mar 9, 2020 - Mar 27, 2020
-41.54%
May 18, 2001 - Jul 16, 2004
#4-3.82%
Sep 17, 2008 - Nov 25, 2008
-26.08%
Jun 8, 2022 - Nov 1, 2022
#5-3.43%
Sep 27, 2016 - Aug 23, 2017
-20.15%
Nov 22, 2024 - Jan 5, 2026
#6-3.00%
May 20, 2008 - Sep 2, 2008
-17.34%
Nov 15, 2022 - Sep 8, 2023
#7-2.94%
Feb 27, 2026 - May 19, 2026
-16.88%
Dec 26, 2007 - Apr 16, 2008
#8-2.92%
Sep 7, 2017 - Dec 28, 2018
-16.45%
Sep 29, 2005 - Jan 13, 2006
#9-2.65%
Nov 4, 2010 - Apr 25, 2011
-15.99%
Apr 21, 2006 - Nov 29, 2006
#10-2.56%
May 8, 2007 - Aug 21, 2007
-14.71%
Jan 21, 2000 - Mar 29, 2000
#11-2.51%
Jan 22, 2008 - Mar 17, 2008
-14.14%
Mar 8, 2001 - May 18, 2001
#12-2.02%
May 20, 2009 - Jul 8, 2009
-13.72%
Mar 4, 2005 - Jun 16, 2005
#13-1.77%
Jan 8, 2009 - Mar 18, 2009
-13.33%
Apr 5, 2024 - Nov 21, 2024
#14-1.74%
Apr 15, 2015 - Sep 18, 2015
-12.96%
Sep 14, 2023 - Mar 18, 2024
#15-1.64%
Nov 30, 2009 - Feb 4, 2010
-12.44%
Jul 19, 2007 - Sep 18, 2007

Correlation

Correlation between MBB and XLE is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44
-101

Dividend Comparison (1999 - 2026)

MBB vs XLE dividend yield comparison.

YearMBBXLE
20261.76%0.69%
20254.21%3.28%
20243.94%3.36%
20233.40%3.55%
20222.31%3.68%
20211.05%4.21%
20202.10%5.62%
20192.77%6.72%
20182.64%3.54%
20172.23%3.03%
20162.58%2.26%
20152.66%3.39%
20141.72%2.35%
20131.27%1.73%
20122.04%1.82%
20113.33%1.54%
20105.92%1.46%
20093.57%1.81%
20084.33%1.85%
20073.89%0.99%
20060.00%1.24%
20050.00%1.13%
20040.00%1.42%
20030.00%1.74%
20020.00%2.16%
20010.00%1.85%
20000.00%1.45%
19990.00%0.30%

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