MUB vs XLE

Comparison between ISHARES NATIONAL MUNI BOND ETF (MUB, ETF) and THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF).

5-Year PerformanceXLE has outperformed MUB, delivering a return of +20.1% compared to +0.9%

MUB vs XLE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUB(ETF)	XLE(ETF)
Net Assets	$43B	$44B
Expense Ratio	0.05%	0.08%
Max Drawdown	14.39%	76.73%
Sharpe Ratio	0.67	1.70
5Y Beta	0.05	0.58
P/E Ratio	N/A	21.71
Forward P/E	N/A	14.75
PEG Ratio	N/A	1.16
5Y Dividends CAGR	9.25%	6.90%
5Y EPS CAGR	N/A	20.78%
Debt to Equity	N/A	36.28%
P/S Ratio	N/A	1.65
P/B Ratio	N/A	2.56

Net Assets

MUB

$43B

Winner

XLE

$44B

Expense Ratio

Winner

MUB

0.05%

XLE

0.08%

Max Drawdown

Winner

MUB

14.39%

XLE

76.73%

Sharpe Ratio

MUB

0.67

Winner

XLE

1.70

5Y Beta

Winner

MUB

0.05

XLE

0.58

P/E Ratio

MUB

N/A

XLE

21.71

Forward P/E

MUB

N/A

XLE

14.75

PEG Ratio

MUB

N/A

XLE

1.16

5Y Dividends CAGR

Winner

MUB

9.25%

XLE

6.90%

5Y EPS CAGR

MUB

N/A

XLE

20.78%

Debt to Equity

MUB

N/A

XLE

36.28%

P/S Ratio

MUB

N/A

XLE

1.65

P/B Ratio

MUB

N/A

XLE

2.56

MUB vs XLE - Historical Returns

Returns include dividend reinvestment.

Period	MUB	XLE
1 month	+0.50%	-4.05%
3 months	+0.07%	+4.51%
6 months	+1.40%	+26.27%
1 year	+6.03%	+40.89%
5 years(CAGR)	+0.88%	+20.06%
10 years(CAGR)	+1.98%	+10.03%
Max(CAGR)	+3.12%	+8.29%

Winner

MUB

+0.50%

XLE

-4.05%

MUB

+0.07%

Winner

XLE

+4.51%

MUB

+1.40%

Winner

XLE

+26.27%

MUB

+6.03%

Winner

XLE

+40.89%

5Y(CAGR)

MUB

+0.88%

Winner

XLE

+20.06%

10Y(CAGR)

MUB

+1.98%

Winner

XLE

+10.03%

Max(CAGR)

MUB

+3.12%

Winner

XLE

+8.29%

MUB vs XLE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUB	XLE
2026	+0.84%	+22.80%
2025	+3.65%	+6.64%
2024	+1.40%	+4.40%
2023	+5.17%	+2.97%
2022	-7.26%	+59.24%
2021	+1.08%	+53.07%
2020	+5.03%	-33.12%
2019	+7.08%	+9.58%
2018	+1.07%	-19.53%
2017	+4.82%	-2.00%
2016	+0.05%	+28.06%
2015	+3.17%	-21.84%
2014	+9.00%	-7.38%
2013	-4.44%	+23.53%
2012	+5.08%	+2.36%
2011	+12.54%	+2.08%
2010	-0.05%	+18.05%
2009	+7.11%	+16.01%
2008	+0.84%	-39.08%
2007	+1.76%	+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%

MUB vs XLE Drawdown Comparison

The maximum drawdown for MUB was -13.68%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.

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

The current MUB drawdown is -0.97%. The current XLE drawdown is -10.97%.

Rank	MUB	XLE
#1	-13.68% Mar 9, 2020 - Jul 30, 2020	-71.26% Jun 23, 2014 - Mar 4, 2022
#2	-12.33% Sep 9, 2008 - Jan 8, 2009	-57.37% May 20, 2008 - May 20, 2013
#3	-11.89% Jul 19, 2021 - Dec 4, 2024	-41.54% May 18, 2001 - Jul 16, 2004
#4	-9.74% Nov 30, 2012 - Jul 21, 2014	-26.08% Jun 8, 2022 - Nov 1, 2022
#5	-8.86% Aug 25, 2010 - Jul 13, 2011	-20.15% Nov 22, 2024 - Jan 5, 2026
#6	-6.70% Jul 7, 2016 - Dec 21, 2018	-17.34% Nov 15, 2022 - Sep 8, 2023
#7	-5.67% Jan 17, 2008 - May 20, 2008	-16.88% Dec 26, 2007 - Apr 16, 2008
#8	-5.41% Feb 13, 2012 - Sep 28, 2012	-16.45% Sep 29, 2005 - Jan 13, 2006
#9	-4.80% Jan 12, 2009 - Apr 16, 2009	-15.99% Apr 21, 2006 - Nov 29, 2006
#10	-4.78% Dec 6, 2024 - Sep 10, 2025	-14.71% Jan 21, 2000 - Mar 29, 2000
#11	-3.79% May 20, 2008 - Sep 5, 2008	-14.14% Mar 8, 2001 - May 18, 2001
#12	-3.53% May 20, 2009 - Aug 19, 2009	-13.72% Mar 4, 2005 - Jun 16, 2005
#13	-3.16% Sep 30, 2009 - Apr 21, 2010	-13.33% Apr 5, 2024 - Nov 21, 2024
#14	-2.94% Jan 30, 2015 - Nov 23, 2015	-12.96% Sep 14, 2023 - Mar 18, 2024
#15	-2.79% Feb 26, 2026 - Mar 26, 2026	-12.44% Jul 19, 2007 - Sep 18, 2007

Correlation

Correlation between MUB and XLE is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (1999 - 2026)

MUB vs XLE dividend yield comparison.

Year	MUB	XLE
2026	1.07%	0.69%
2025	3.14%	3.28%
2024	3.01%	3.36%
2023	2.65%	3.55%
2022	2.11%	3.68%
2021	1.81%	4.21%
2020	2.11%	5.62%
2019	2.42%	6.72%
2018	2.46%	3.54%
2017	2.26%	3.03%
2016	2.21%	2.26%
2015	2.51%	3.39%
2014	2.73%	2.35%
2013	3.02%	1.73%
2012	2.89%	1.82%
2011	3.31%	1.54%
2010	3.80%	1.46%
2009	3.61%	1.81%
2008	3.54%	1.85%
2007	1.15%	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%