XEL vs SPY
Comparison between Xcel Energy Inc (XEL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed XEL, delivering a return of +13.3% compared to +5.4%
XEL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
XEL
$50B
Winner
SPY
$652B
Expense Ratio
XEL
N/A
SPY
0.09%
Max Drawdown
XEL
82.11%
Winner
SPY
56.47%
Sharpe Ratio
XEL
0.62
Winner
SPY
2.07
5Y Beta
Winner
XEL
0.13
SPY
1.00
Industry
XEL
Utilities - Regulated Electric
SPY
N/A
P/E Ratio
Winner
XEL
23.44
SPY
28.24
Forward P/E
Winner
XEL
19.65
SPY
21.85
PEG Ratio
XEL
12.84
SPY
N/A
Dividend Yield
XEL
2.86%
SPY
N/A
5Y Dividends CAGR
Winner
XEL
10.45%
SPY
5.43%
5Y EPS CAGR
XEL
3.44%
Winner
SPY
25.79%
Debt to Equity
XEL
155.56%
Winner
SPY
22.35%
Free Cash Flow Yield
XEL
9.45%
SPY
N/A
P/S Ratio
Winner
XEL
3.40
SPY
3.55
P/B Ratio
Winner
XEL
2.13
SPY
5.29
XEL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
XEL
-2.54%
Winner
SPY
+9.11%
3M
XEL
+4.62%
Winner
SPY
+6.59%
6M
XEL
-0.41%
Winner
SPY
+10.56%
1Y
XEL
+16.71%
Winner
SPY
+32.04%
5Y(CAGR)
XEL
+5.45%
Winner
SPY
+13.35%
10Y(CAGR)
XEL
+10.12%
Winner
SPY
+15.49%
Max(CAGR)
Winner
XEL
+9.38%
SPY
+8.50%
XEL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XEL | SPY |
|---|---|---|
| 2026 | +7.08% | +8.27% |
| 2025 | +15.02% | +18.00% |
| 2024 | +9.53% | +25.59% |
| 2023 | -8.64% | +26.72% |
| 2022 | +6.09% | -18.64% |
| 2021 | +6.01% | +30.52% |
| 2020 | +9.75% | +17.28% |
| 2019 | +35.24% | +31.09% |
| 2018 | +6.51% | -5.24% |
| 2017 | +22.13% | +20.78% |
| 2016 | +17.83% | +13.59% |
| 2015 | +3.26% | +1.31% |
| 2014 | +35.56% | +14.56% |
| 2013 | +6.12% | +29.00% |
| 2012 | +1.58% | +14.17% |
| 2011 | +22.24% | +0.85% |
| 2010 | +16.87% | +13.14% |
| 2009 | +18.49% | +22.67% |
| 2008 | -12.20% | -36.25% |
| 2007 | +0.34% | +5.32% |
| 2006 | +29.75% | +13.85% |
| 2005 | +7.26% | +5.32% |
| 2004 | +12.30% | +10.75% |
| 2003 | +56.70% | +24.18% |
| 2002 | -57.91% | -22.42% |
| 2001 | +3.25% | -10.13% |
| 2000 | +62.64% | -8.84% |
| 1999 | -8.93% | +8.61% |
XEL vs SPY Drawdown Comparison
The maximum drawdown for XEL was -80.65%, occurring on Jul 29, 2002. Recovery took 1449 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current XEL drawdown is -4.70%.
| Rank | XEL | SPY |
|---|---|---|
| #1 | -80.65% Apr 26, 2001 - Feb 2, 2007 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -34.43% Sep 12, 2022 - Nov 26, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.32% Apr 2, 2007 - Apr 6, 2010 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.24% Feb 18, 2020 - Aug 7, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.35% Nov 2, 1999 - Apr 24, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.81% Nov 16, 2020 - Mar 29, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.45% Nov 14, 2017 - Oct 24, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.38% Dec 26, 2000 - Mar 29, 2001 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.66% May 27, 2022 - Aug 12, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.77% May 24, 2000 - Aug 2, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.61% Jan 29, 2015 - Oct 22, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.33% Jul 6, 2016 - Mar 21, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.40% Apr 30, 2013 - Apr 4, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.70% May 20, 2011 - Sep 15, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.37% Nov 27, 2024 - Apr 3, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XEL and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
XEL vs SPY dividend yield comparison.
| Year | XEL | SPY |
|---|---|---|
| 2026 | 0.75% | 0.24% |
| 2025 | 3.83% | 1.07% |
| 2024 | 2.43% | 1.21% |
| 2023 | 3.36% | 1.40% |
| 2022 | 2.78% | 1.65% |
| 2021 | 2.70% | 1.20% |
| 2020 | 2.58% | 1.52% |
| 2019 | 2.55% | 1.75% |
| 2018 | 3.09% | 2.04% |
| 2017 | 2.99% | 1.80% |
| 2016 | 3.34% | 2.03% |
| 2015 | 3.56% | 2.06% |
| 2014 | 3.34% | 1.87% |
| 2013 | 3.97% | 1.81% |
| 2012 | 4.01% | 2.18% |
| 2011 | 3.74% | 2.05% |
| 2010 | 4.26% | 1.80% |
| 2009 | 4.58% | 1.95% |
| 2008 | 5.08% | 3.02% |
| 2007 | 4.04% | 1.85% |
| 2006 | 3.83% | 1.73% |
| 2005 | 4.62% | 1.73% |
| 2004 | 4.45% | 1.82% |
| 2003 | 4.42% | 1.47% |
| 2002 | 10.23% | 1.70% |
| 2001 | 5.41% | 1.25% |
| 2000 | 5.10% | 1.15% |
| 1999 | 1.86% | 0.24% |
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