SCHB vs XLE
Comparison between SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF) and THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF).
5-Year PerformanceXLE has outperformed SCHB, delivering a return of +21.7% compared to +13.1%
SCHB vs XLE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHB
$41B
Winner
XLE
$41B
Expense Ratio
Winner
SCHB
0.03%
XLE
0.08%
Max Drawdown
Winner
SCHB
35.27%
XLE
76.73%
Sharpe Ratio
Winner
SCHB
1.81
XLE
1.63
5Y Beta
SCHB
0.98
Winner
XLE
0.58
P/E Ratio
SCHB
28.27
Winner
XLE
21.96
Forward P/E
SCHB
20.08
Winner
XLE
13.23
PEG Ratio
SCHB
N/A
XLE
1.23
5Y Dividends CAGR
SCHB
4.16%
Winner
XLE
6.90%
5Y EPS CAGR
Winner
SCHB
23.66%
XLE
20.54%
Debt to Equity
SCHB
N/A
XLE
37.03%
P/S Ratio
SCHB
3.17
Winner
XLE
1.62
P/B Ratio
SCHB
4.69
Winner
XLE
2.58
SCHB vs XLE - Holdings Comparison
SCHB and XLE have 21 common holdings. Overlap is 2.39%
SCHB's top 25 holdings weight is 45.65%. XLE's top 25 holdings weight is 100.00%.
| Rank | SCHB | XLE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.89% | EXXON MOBIL CORP (XOM) - 22.37% |
| #2 | APPLE INC (AAPL) - 6.03% | CHEVRON CORP (CVX) - 16.63% |
| #3 | MICROSOFT CORP (MSFT) - 5.42% | CONOCOPHILLIPS (COP) - 6.96% |
| #4 | AMAZON.COM INC (AMZN) - 3.38% | SLB LTD (SLB) - 4.57% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.74% | WILLIAMS COMPANIES INC (WMB) - 4.38% |
| #6 | BROADCOM INC (AVGO) - 2.47% | VALERO ENERGY CORP (VLO) - 4.22% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.20% | MARATHON PETROLEUM CORP (MPC) - 4.20% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.17% | EOG RESOURCES INC (EOG) - 4.17% |
| #9 | TESLA INC (TSLA) - 2.04% | PHILLIPS 66 (PSX) - 3.96% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% | BAKER HUGHES CO CLASS A (BKR) - 3.66% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.33% | KINDER MORGAN INC CLASS P (KMI) - 3.45% |
| #12 | ELI LILLY AND CO (LLY) - 1.27% | ONEOK INC (OKE) - 3.09% |
| #13 | VISA INC CLASS A (V) - 0.89% | TARGA RESOURCES CORP (TRGP) - 3.04% |
| #14 | EXXON MOBIL CORP (XOM) - 0.75% | OCCIDENTAL PETROLEUM CORP (OXY) - 2.33% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.74% | DIAMONDBACK ENERGY INC (FANG) - 2.18% |
| #16 | WALMART INC (WMT) - 0.73% | EQT CORP (EQT) - 2.00% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.71% | HALLIBURTON CO (HAL) - 1.91% |
| #18 | n/a (PLTR) - 0.66% | DEVON ENERGY CORP (DVN) - 1.73% |
| #19 | ABBVIE INC (ABBV) - 0.61% | COTERRA ENERGY INC ORDINARY SHARES (n/a) - 1.48% |
| #20 | NETFLIX INC (NFLX) - 0.59% | TEXAS PACIFIC LAND CORP (TPL) - 1.36% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.57% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.30% |
| #22 | BANK OF AMERICA CORP (BAC) - 0.56% | APA CORP (APA) - 0.80% |
| #23 | ADVANCED MICRO DEVICES INC (AMD) - 0.52% | XAE ENERGY JUN26 XCME 20260618 (n/a) - 0.15% |
| #24 | THE HOME DEPOT INC (HD) - 0.51% | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.05% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.50% | US DOLLAR (n/a) - 0.01% |
| Total Holdings | 2100 | 25 |
SCHB vs XLE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHB
+7.73%
XLE
+0.91%
3M
Winner
SCHB
+8.77%
XLE
+6.72%
6M
SCHB
+11.26%
Winner
XLE
+29.29%
1Y
SCHB
+27.58%
Winner
XLE
+38.71%
5Y(CAGR)
SCHB
+13.10%
Winner
XLE
+21.70%
10Y(CAGR)
Winner
SCHB
+15.17%
XLE
+10.29%
Max(CAGR)
Winner
SCHB
+14.40%
XLE
+8.42%
SCHB vs XLE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHB | XLE |
|---|---|---|
| 2026 | +8.85% | +27.06% |
| 2025 | +17.15% | +6.64% |
| 2024 | +24.73% | +4.40% |
| 2023 | +26.77% | +2.97% |
| 2022 | -19.93% | +59.24% |
| 2021 | +27.54% | +53.07% |
| 2020 | +19.76% | -33.12% |
| 2019 | +30.74% | +9.58% |
| 2018 | -6.12% | -19.53% |
| 2017 | +20.37% | -2.00% |
| 2016 | +14.36% | +28.06% |
| 2015 | +0.51% | -21.84% |
| 2014 | +13.72% | -7.38% |
| 2013 | +30.06% | +23.53% |
| 2012 | +14.75% | +2.36% |
| 2011 | +0.25% | +2.08% |
| 2010 | +15.16% | +18.05% |
| 2009 | +7.53% | +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% |
SCHB vs XLE Drawdown Comparison
The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 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 -7.88%.
| Rank | SCHB | XLE |
|---|---|---|
| #1 | -35.27% Feb 19, 2020 - Aug 12, 2020 | -71.26% Jun 23, 2014 - Mar 4, 2022 |
| #2 | -25.40% Dec 27, 2021 - Dec 18, 2023 | -57.37% May 20, 2008 - May 20, 2013 |
| #3 | -20.19% Sep 20, 2018 - Apr 23, 2019 | -41.54% May 18, 2001 - Jul 16, 2004 |
| #4 | -20.09% Apr 29, 2011 - Feb 8, 2012 | -26.08% Jun 8, 2022 - Nov 1, 2022 |
| #5 | -19.34% Feb 19, 2025 - Jun 27, 2025 | -20.15% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -15.90% Apr 23, 2010 - Nov 4, 2010 | -17.34% Nov 15, 2022 - Sep 8, 2023 |
| #7 | -15.06% Jun 23, 2015 - Jun 7, 2016 | -16.88% Dec 26, 2007 - Apr 16, 2008 |
| #8 | -10.01% Apr 2, 2012 - Aug 16, 2012 | -16.45% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -9.85% Jan 26, 2018 - Jul 25, 2018 | -15.99% Apr 21, 2006 - Nov 29, 2006 |
| #10 | -9.26% Sep 2, 2020 - Nov 9, 2020 | -14.71% Jan 21, 2000 - Mar 29, 2000 |
| #11 | -8.91% Jan 27, 2026 - Apr 14, 2026 | -14.14% Mar 8, 2001 - May 18, 2001 |
| #12 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -13.72% Mar 4, 2005 - Jun 16, 2005 |
| #13 | -7.90% Jan 19, 2010 - Mar 9, 2010 | -13.33% Apr 5, 2024 - Nov 21, 2024 |
| #14 | -7.58% Sep 14, 2012 - Jan 2, 2013 | -12.96% Sep 14, 2023 - Mar 18, 2024 |
| #15 | -7.53% Sep 18, 2014 - Oct 31, 2014 | -12.44% Jul 19, 2007 - Sep 18, 2007 |
Correlation
Correlation between SCHB and XLE is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (1999 - 2026)
SCHB vs XLE dividend yield comparison.
| Year | SCHB | XLE |
|---|---|---|
| 2026 | 0.24% | 0.67% |
| 2025 | 1.11% | 3.28% |
| 2024 | 1.24% | 3.36% |
| 2023 | 1.40% | 3.55% |
| 2022 | 1.61% | 3.68% |
| 2021 | 1.21% | 4.21% |
| 2020 | 1.63% | 5.62% |
| 2019 | 1.80% | 6.72% |
| 2018 | 2.00% | 3.54% |
| 2017 | 1.65% | 3.03% |
| 2016 | 1.86% | 2.26% |
| 2015 | 2.00% | 3.39% |
| 2014 | 1.72% | 2.35% |
| 2013 | 1.63% | 1.73% |
| 2012 | 2.13% | 1.82% |
| 2011 | 1.88% | 1.54% |
| 2010 | 1.46% | 1.46% |
| 2009 | 0.23% | 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% |
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