XLE vs DGRO
Comparison between THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF) and ISHARES CORE DIVIDEND GROWTH ETF (DGRO, ETF).
5-Year PerformanceXLE has outperformed DGRO, delivering a return of +21.7% compared to +10.2%
XLE vs DGRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLE
$41B
DGRO
$40B
Expense Ratio
XLE
0.08%
DGRO
0.08%
Max Drawdown
XLE
76.73%
Winner
DGRO
35.10%
Sharpe Ratio
Winner
XLE
1.63
DGRO
1.59
5Y Beta
Winner
XLE
0.58
DGRO
0.65
P/E Ratio
Winner
XLE
21.96
DGRO
22.45
Forward P/E
Winner
XLE
13.23
DGRO
17.99
PEG Ratio
XLE
1.23
Winner
DGRO
0.44
5Y Dividends CAGR
XLE
6.90%
Winner
DGRO
11.61%
5Y EPS CAGR
Winner
XLE
20.54%
DGRO
12.30%
Debt to Equity
XLE
37.03%
Winner
DGRO
1.74%
P/S Ratio
Winner
XLE
1.62
DGRO
2.54
P/B Ratio
Winner
XLE
2.58
DGRO
3.94
XLE vs DGRO - Holdings Comparison
XLE and DGRO have 7 common holdings. Overlap is 5.14%
XLE's top 25 holdings weight is 100.00%. DGRO's top 25 holdings weight is 48.18%.
| Rank | XLE | DGRO |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 22.37% | BROADCOM INC (AVGO) - 3.34% |
| #2 | CHEVRON CORP (CVX) - 16.63% | APPLE INC (AAPL) - 3.09% |
| #3 | CONOCOPHILLIPS (COP) - 6.96% | JPMORGAN CHASE & CO (JPM) - 3.02% |
| #4 | SLB LTD (SLB) - 4.57% | MICROSOFT CORP (MSFT) - 2.95% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 4.38% | EXXON MOBIL CORP (XOM) - 2.92% |
| #6 | VALERO ENERGY CORP (VLO) - 4.22% | JOHNSON & JOHNSON (JNJ) - 2.60% |
| #7 | MARATHON PETROLEUM CORP (MPC) - 4.20% | ABBVIE INC (ABBV) - 2.47% |
| #8 | EOG RESOURCES INC (EOG) - 4.17% | UNITEDHEALTH GROUP INC (UNH) - 2.28% |
| #9 | PHILLIPS 66 (PSX) - 3.96% | PROCTER & GAMBLE CO (PG) - 2.05% |
| #10 | BAKER HUGHES CO CLASS A (BKR) - 3.66% | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.00% |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 3.45% | BANK OF AMERICA CORP (BAC) - 1.83% |
| #12 | ONEOK INC (OKE) - 3.09% | THE HOME DEPOT INC (HD) - 1.82% |
| #13 | TARGA RESOURCES CORP (TRGP) - 3.04% | MERCK & CO INC (MRK) - 1.82% |
| #14 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.33% | COCA-COLA CO (KO) - 1.80% |
| #15 | DIAMONDBACK ENERGY INC (FANG) - 2.18% | CISCO SYSTEMS INC (CSCO) - 1.79% |
| #16 | EQT CORP (EQT) - 2.00% | PEPSICO INC (PEP) - 1.67% |
| #17 | HALLIBURTON CO (HAL) - 1.91% | MORGAN STANLEY (MS) - 1.27% |
| #18 | DEVON ENERGY CORP (DVN) - 1.73% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% |
| #19 | COTERRA ENERGY INC ORDINARY SHARES (n/a) - 1.48% | WELLS FARGO & CO (WFC) - 1.26% |
| #20 | TEXAS PACIFIC LAND CORP (TPL) - 1.36% | NEXTERA ENERGY INC (NEE) - 1.21% |
| #21 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.30% | ELI LILLY AND CO (LLY) - 1.21% |
| #22 | APA CORP (APA) - 0.80% | THE GOLDMAN SACHS GROUP INC (GS) - 1.18% |
| #23 | XAE ENERGY JUN26 XCME 20260618 (n/a) - 0.15% | QUALCOMM INC (QCOM) - 1.15% |
| #24 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.05% | CITIGROUP INC (C) - 1.12% |
| #25 | US DOLLAR (n/a) - 0.01% | AMGEN INC (AMGN) - 1.06% |
| Total Holdings | 25 | 400 |
XLE vs DGRO - Historical Returns
Returns include dividend reinvestment.
1M
XLE
+0.91%
Winner
DGRO
+1.22%
3M
Winner
XLE
+6.72%
DGRO
-0.15%
6M
Winner
XLE
+29.29%
DGRO
+7.87%
1Y
Winner
XLE
+38.71%
DGRO
+20.96%
5Y(CAGR)
Winner
XLE
+21.70%
DGRO
+10.25%
10Y(CAGR)
XLE
+10.29%
Winner
DGRO
+13.31%
Max(CAGR)
XLE
+8.42%
Winner
DGRO
+12.11%
XLE vs DGRO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLE | DGRO |
|---|---|---|
| 2026 | +27.06% | +5.32% |
| 2025 | +6.64% | +16.12% |
| 2024 | +4.40% | +16.28% |
| 2023 | +2.97% | +10.80% |
| 2022 | +59.24% | -8.02% |
| 2021 | +53.07% | +28.44% |
| 2020 | -33.12% | +8.75% |
| 2019 | +9.58% | +30.11% |
| 2018 | -19.53% | -2.69% |
| 2017 | -2.00% | +22.33% |
| 2016 | +28.06% | +16.95% |
| 2015 | -21.84% | -0.62% |
| 2014 | -7.38% | +8.55% |
| 2013 | +23.53% | N/A |
| 2012 | +2.36% | N/A |
| 2011 | +2.08% | N/A |
| 2010 | +18.05% | N/A |
| 2009 | +16.01% | N/A |
| 2008 | -39.08% | N/A |
| 2007 | +41.83% | N/A |
| 2006 | +12.74% | N/A |
| 2005 | +45.54% | N/A |
| 2004 | +33.98% | N/A |
| 2003 | +23.23% | N/A |
| 2002 | -14.05% | N/A |
| 2001 | -18.34% | N/A |
| 2000 | +26.90% | N/A |
| 1999 | +0.56% | N/A |
XLE vs DGRO Drawdown Comparison
The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.
The maximum drawdown for DGRO was -35.10%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current XLE drawdown is -7.88%. The current DGRO drawdown is -0.71%.
| Rank | XLE | DGRO |
|---|---|---|
| #1 | -71.26% Jun 23, 2014 - Mar 4, 2022 | -35.10% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -57.37% May 20, 2008 - May 20, 2013 | -19.30% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -41.54% May 18, 2001 - Jul 16, 2004 | -16.64% Sep 21, 2018 - Apr 4, 2019 |
| #4 | -26.08% Jun 8, 2022 - Nov 1, 2022 | -14.02% Nov 29, 2024 - Jun 30, 2025 |
| #5 | -20.15% Nov 22, 2024 - Jan 5, 2026 | -11.31% May 18, 2015 - Mar 18, 2016 |
| #6 | -17.34% Nov 15, 2022 - Sep 8, 2023 | -10.57% Jan 26, 2018 - Aug 20, 2018 |
| #7 | -16.88% Dec 26, 2007 - Apr 16, 2008 | -6.47% Feb 11, 2026 - Apr 30, 2026 |
| #8 | -16.45% Sep 29, 2005 - Jan 13, 2006 | -6.16% Sep 18, 2014 - Oct 31, 2014 |
| #9 | -15.99% Apr 21, 2006 - Nov 29, 2006 | -6.08% Jul 26, 2019 - Sep 11, 2019 |
| #10 | -14.71% Jan 21, 2000 - Mar 29, 2000 | -5.77% Apr 30, 2019 - Jun 18, 2019 |
| #11 | -14.14% Mar 8, 2001 - May 18, 2001 | -5.12% Dec 29, 2014 - Feb 24, 2015 |
| #12 | -13.72% Mar 4, 2005 - Jun 16, 2005 | -4.97% Jun 23, 2016 - Jul 8, 2016 |
| #13 | -13.33% Apr 5, 2024 - Nov 21, 2024 | -4.93% Aug 16, 2021 - Oct 20, 2021 |
| #14 | -12.96% Sep 14, 2023 - Mar 18, 2024 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #15 | -12.44% Jul 19, 2007 - Sep 18, 2007 | -4.56% Aug 15, 2016 - Nov 10, 2016 |
Correlation
Correlation between XLE and DGRO is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (1999 - 2026)
XLE vs DGRO dividend yield comparison.
| Year | XLE | DGRO |
|---|---|---|
| 2026 | 0.67% | 0.45% |
| 2025 | 3.28% | 2.09% |
| 2024 | 3.36% | 2.26% |
| 2023 | 3.55% | 2.45% |
| 2022 | 3.68% | 2.34% |
| 2021 | 4.21% | 1.93% |
| 2020 | 5.62% | 2.30% |
| 2019 | 6.72% | 2.21% |
| 2018 | 3.54% | 2.44% |
| 2017 | 3.03% | 2.03% |
| 2016 | 2.26% | 2.27% |
| 2015 | 3.39% | 2.52% |
| 2014 | 2.35% | 0.97% |
| 2013 | 1.73% | 0.00% |
| 2012 | 1.82% | 0.00% |
| 2011 | 1.54% | 0.00% |
| 2010 | 1.46% | 0.00% |
| 2009 | 1.81% | 0.00% |
| 2008 | 1.85% | 0.00% |
| 2007 | 0.99% | 0.00% |
| 2006 | 1.24% | 0.00% |
| 2005 | 1.13% | 0.00% |
| 2004 | 1.42% | 0.00% |
| 2003 | 1.74% | 0.00% |
| 2002 | 2.16% | 0.00% |
| 2001 | 1.85% | 0.00% |
| 2000 | 1.45% | 0.00% |
| 1999 | 0.30% | 0.00% |
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