SPDW vs XLE
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW, ETF) and STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE, ETF).
5-Year PerformanceXLE has outperformed SPDW, delivering a return of +27.1% compared to +10.7%
SPDW vs XLE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPDW
$41B
XLE
$39B
Expense Ratio
Winner
SPDW
0.03%
XLE
0.08%
Max Drawdown
Winner
SPDW
62.16%
XLE
76.73%
Sharpe Ratio
SPDW
1.32
Winner
XLE
1.90
5Y Beta
SPDW
0.77
Winner
XLE
0.48
P/E Ratio
SPDW
N/A
XLE
16.98
Forward P/E
SPDW
N/A
XLE
13.47
PEG Ratio
SPDW
N/A
XLE
0.10
5Y Dividends CAGR
Winner
SPDW
13.93%
XLE
7.50%
5Y EPS CAGR
SPDW
N/A
XLE
27.22%
Debt to Equity
SPDW
N/A
XLE
36.99%
P/S Ratio
SPDW
N/A
XLE
1.63
P/B Ratio
SPDW
N/A
XLE
2.45
SPDW vs XLE - Holdings Comparison
SPDW and XLE have 1 common holdings. Overlap is -0.17%
SPDW's top 25 holdings weight is 19.94%. XLE's top 25 holdings weight is 100.01%.
| Rank | SPDW | XLE |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 2.08% | EXXONMOBIL HOLDINGS CORP (XOM) - 20.68% |
| #2 | ASML HOLDING NV (n/a) - 1.80% | CHEVRON CORP (CVX) - 14.90% |
| #3 | SK HYNIX INC (n/a) - 1.20% | CONOCOPHILLIPS (COP) - 6.28% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.96% | MARATHON PETROLEUM CORP (MPC) - 5.30% |
| #5 | ASTRAZENECA PLC (AZN:XLON) - 0.95% | PHILLIPS 66 (PSX) - 5.12% |
| #6 | HSBC HOLDINGS PLC (n/a) - 0.91% | VALERO ENERGY CORP (VLO) - 4.90% |
| #7 | SHELL PLC (n/a) - 0.90% | SLB LTD (SLB) - 4.48% |
| #8 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.90% | EOG RESOURCES INC (EOG) - 4.28% |
| #9 | TOYOTA MOTOR CORP (n/a) - 0.84% | WILLIAMS COMPANIES INC (WMB) - 3.89% |
| #10 | NESTLE SA (n/a) - 0.84% | BAKER HUGHES CO CLASS A (BKR) - 3.87% |
| #11 | ROYAL BANK OF CANADA (RY) - 0.75% | KINDER MORGAN INC CLASS P (KMI) - 3.77% |
| #12 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.68% | ONEOK INC (OKE) - 3.53% |
| #13 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.66% | TARGA RESOURCES CORP (TRGP) - 3.50% |
| #14 | L'OREAL SA (n/a) - 0.62% | DEVON ENERGY CORP (DVN) - 3.14% |
| #15 | SIEMENS AG (n/a) - 0.60% | OCCIDENTAL PETROLEUM CORP (OXY) - 2.58% |
| #16 | TOTALENERGIES SE (TTE) - 0.60% | DIAMONDBACK ENERGY INC (FANG) - 2.36% |
| #17 | SAP SE (n/a) - 0.57% | EQT CORP (EQT) - 2.05% |
| #18 | BHP GROUP LTD (n/a) - 0.57% | HALLIBURTON CO (HAL) - 1.69% |
| #19 | BANCO SANTANDER SA (n/a) - 0.54% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.40% |
| #20 | SCHNEIDER ELECTRIC SE (n/a) - 0.53% | TEXAS PACIFIC LAND CORP (TPL) - 1.20% |
| #21 | THE TORONTO-DOMINION BANK (TD) - 0.52% | APA CORP (APA) - 0.86% |
| #22 | ALLIANZ SE (n/a) - 0.51% | XAE ENERGY SEP26 XCME 20260918 (n/a) - 0.19% |
| #23 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.47% | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.04% |
| #24 | n/a (SHOP) - 0.47% | US DOLLAR (n/a) - 0.00% |
| #25 | HITACHI LTD (n/a) - 0.47% | N/A |
| Total Holdings | 2250 | 24 |
SPDW vs XLE - Historical Returns
Returns include dividend reinvestment.
1M
SPDW
+4.23%
Winner
XLE
+8.79%
3M
SPDW
+4.80%
Winner
XLE
+8.39%
6M
SPDW
+6.86%
Winner
XLE
+17.54%
1Y
SPDW
+29.00%
Winner
XLE
+51.90%
5Y(CAGR)
SPDW
+10.66%
Winner
XLE
+27.14%
10Y(CAGR)
SPDW
+10.17%
Winner
XLE
+10.64%
Max(CAGR)
SPDW
+5.28%
Winner
XLE
+8.76%
SPDW vs XLE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPDW | XLE |
|---|---|---|
| 2026 | +17.41% | +41.31% |
| 2025 | +35.04% | +6.64% |
| 2024 | +4.67% | +4.40% |
| 2023 | +17.29% | +2.97% |
| 2022 | -16.44% | +59.24% |
| 2021 | +10.78% | +53.07% |
| 2020 | +9.03% | -33.12% |
| 2019 | +22.59% | +9.58% |
| 2018 | -14.87% | -19.53% |
| 2017 | +25.12% | -2.00% |
| 2016 | +4.63% | +28.06% |
| 2015 | -1.21% | -21.84% |
| 2014 | -3.60% | -7.38% |
| 2013 | +17.28% | +23.53% |
| 2012 | +15.67% | +2.36% |
| 2011 | -14.17% | +2.08% |
| 2010 | +8.26% | +18.05% |
| 2009 | +27.02% | +16.01% |
| 2008 | -40.20% | -39.08% |
| 2007 | +2.52% | +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% |
SPDW vs XLE Drawdown Comparison
The maximum drawdown for SPDW was -60.01%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.
The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.
The current SPDW drawdown is -0.36%. The current XLE drawdown is -0.17%.
| Rank | SPDW | XLE |
|---|---|---|
| #1 | -60.01% Oct 31, 2007 - May 27, 2014 | -71.26% Jun 23, 2014 - Mar 4, 2022 |
| #2 | -34.97% Jan 26, 2018 - Nov 11, 2020 | -57.37% May 20, 2008 - May 20, 2013 |
| #3 | -30.23% Sep 3, 2021 - Mar 7, 2024 | -41.54% May 18, 2001 - Jul 16, 2004 |
| #4 | -23.54% Jul 3, 2014 - May 2, 2017 | -26.08% Jun 8, 2022 - Nov 1, 2022 |
| #5 | -13.53% Mar 19, 2025 - Apr 28, 2025 | -20.15% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -12.79% Jul 16, 2007 - Oct 10, 2007 | -17.34% Nov 15, 2022 - Sep 8, 2023 |
| #7 | -11.55% Feb 26, 2026 - May 6, 2026 | -16.88% Dec 26, 2007 - Apr 16, 2008 |
| #8 | -9.62% Sep 26, 2024 - Mar 5, 2025 | -16.45% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -7.71% Jul 12, 2024 - Aug 21, 2024 | -15.99% Apr 21, 2006 - Nov 29, 2006 |
| #10 | -5.66% Jun 14, 2021 - Sep 2, 2021 | -14.98% Mar 27, 2026 - Aug 17, 2026 |
| #11 | -5.23% Nov 12, 2025 - Dec 10, 2025 | -14.71% Jan 21, 2000 - Mar 29, 2000 |
| #12 | -4.74% Mar 27, 2024 - May 9, 2024 | -14.14% Mar 8, 2001 - May 18, 2001 |
| #13 | -4.72% Jun 2, 2026 - Jun 15, 2026 | -13.72% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -4.49% Jan 8, 2021 - Feb 9, 2021 | -13.33% Apr 5, 2024 - Nov 21, 2024 |
| #15 | -4.38% Oct 12, 2007 - Oct 26, 2007 | -12.96% Sep 14, 2023 - Mar 18, 2024 |
Correlation
Correlation between SPDW 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)
SPDW vs XLE dividend yield comparison.
| Year | SPDW | XLE |
|---|---|---|
| 2026 | 1.39% | 1.21% |
| 2025 | 3.30% | 3.28% |
| 2024 | 3.19% | 3.36% |
| 2023 | 2.75% | 3.55% |
| 2022 | 3.12% | 3.68% |
| 2021 | 3.04% | 4.21% |
| 2020 | 1.87% | 5.62% |
| 2019 | 3.13% | 6.72% |
| 2018 | 3.08% | 3.54% |
| 2017 | 1.86% | 3.03% |
| 2016 | 3.12% | 2.26% |
| 2015 | 2.78% | 3.39% |
| 2014 | 3.51% | 2.35% |
| 2013 | 2.36% | 1.73% |
| 2012 | 2.23% | 1.82% |
| 2011 | 3.26% | 1.54% |
| 2010 | 2.25% | 1.46% |
| 2009 | 0.79% | 1.81% |
| 2008 | 3.43% | 1.85% |
| 2007 | 2.01% | 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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