XLE vs DIA
Comparison between THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF) and SPDR Dow Jones Industrial Average ETF (DIA, ETF).
5-Year PerformanceXLE has outperformed DIA, delivering a return of +21.7% compared to +9.8%
XLE vs DIA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLE
$41B
Winner
DIA
$43B
Expense Ratio
Winner
XLE
0.08%
DIA
0.16%
Max Drawdown
XLE
76.73%
Winner
DIA
53.78%
Sharpe Ratio
Winner
XLE
1.63
DIA
1.19
5Y Beta
Winner
XLE
0.58
DIA
0.80
P/E Ratio
Winner
XLE
21.96
DIA
23.78
Forward P/E
Winner
XLE
13.23
DIA
20.35
PEG Ratio
XLE
1.23
Winner
DIA
0.77
5Y Dividends CAGR
Winner
XLE
6.90%
DIA
4.94%
5Y EPS CAGR
Winner
XLE
20.54%
DIA
13.59%
Debt to Equity
XLE
37.03%
Winner
DIA
8.63%
P/S Ratio
Winner
XLE
1.62
DIA
3.14
P/B Ratio
Winner
XLE
2.58
DIA
5.51
XLE vs DIA - Holdings Comparison
XLE and DIA have 2 common holdings. Overlap is 2.41%
XLE's top 25 holdings weight is 100.00%. DIA's top 25 holdings weight is 95.37%.
| Rank | XLE | DIA |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 22.37% | THE GOLDMAN SACHS GROUP INC (GS) - 11.47% |
| #2 | CHEVRON CORP (CVX) - 16.63% | CATERPILLAR INC (CAT) - 11.29% |
| #3 | CONOCOPHILLIPS (COP) - 6.96% | MICROSOFT CORP (MSFT) - 5.13% |
| #4 | SLB LTD (SLB) - 4.57% | UNITEDHEALTH GROUP INC (UNH) - 4.54% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 4.38% | AMGEN INC (AMGN) - 4.11% |
| #6 | VALERO ENERGY CORP (VLO) - 4.22% | VISA INC CLASS A (V) - 4.02% |
| #7 | MARATHON PETROLEUM CORP (MPC) - 4.20% | AMERICAN EXPRESS CO (AXP) - 3.94% |
| #8 | EOG RESOURCES INC (EOG) - 4.17% | THE HOME DEPOT INC (HD) - 3.94% |
| #9 | PHILLIPS 66 (PSX) - 3.96% | SHERWIN-WILLIAMS CO (SHW) - 3.90% |
| #10 | BAKER HUGHES CO CLASS A (BKR) - 3.66% | JPMORGAN CHASE & CO (JPM) - 3.86% |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 3.45% | THE TRAVELERS COMPANIES INC (TRV) - 3.76% |
| #12 | ONEOK INC (OKE) - 3.09% | MCDONALD'S CORP (MCD) - 3.56% |
| #13 | TARGA RESOURCES CORP (TRGP) - 3.04% | APPLE INC (AAPL) - 3.55% |
| #14 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.33% | AMAZON.COM INC (AMZN) - 3.41% |
| #15 | DIAMONDBACK ENERGY INC (FANG) - 2.18% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.86% |
| #16 | EQT CORP (EQT) - 2.00% | JOHNSON & JOHNSON (JNJ) - 2.81% |
| #17 | HALLIBURTON CO (HAL) - 1.91% | BOEING CO (BA) - 2.80% |
| #18 | DEVON ENERGY CORP (DVN) - 1.73% | HONEYWELL INTERNATIONAL INC (HON) - 2.61% |
| #19 | COTERRA ENERGY INC ORDINARY SHARES (n/a) - 1.48% | NVIDIA CORP (NVDA) - 2.45% |
| #20 | TEXAS PACIFIC LAND CORP (TPL) - 1.36% | CHEVRON CORP (CVX) - 2.40% |
| #21 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.30% | SALESFORCE INC (CRM) - 2.33% |
| #22 | APA CORP (APA) - 0.80% | PROCTER & GAMBLE CO (PG) - 1.81% |
| #23 | XAE ENERGY JUN26 XCME 20260618 (n/a) - 0.15% | 3M CO (MMM) - 1.78% |
| #24 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.05% | WALMART INC (WMT) - 1.63% |
| #25 | US DOLLAR (n/a) - 0.01% | MERCK & CO INC (MRK) - 1.41% |
| Total Holdings | 25 | 31 |
XLE vs DIA - Historical Returns
Returns include dividend reinvestment.
1M
XLE
+0.91%
Winner
DIA
+3.16%
3M
Winner
XLE
+6.72%
DIA
+0.76%
6M
Winner
XLE
+29.29%
DIA
+5.52%
1Y
Winner
XLE
+38.71%
DIA
+19.77%
5Y(CAGR)
Winner
XLE
+21.70%
DIA
+9.78%
10Y(CAGR)
XLE
+10.29%
Winner
DIA
+13.16%
Max(CAGR)
Winner
XLE
+8.42%
DIA
+8.26%
XLE vs DIA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLE | DIA |
|---|---|---|
| 2026 | +27.06% | +3.23% |
| 2025 | +6.64% | +15.16% |
| 2024 | +4.40% | +14.75% |
| 2023 | +2.97% | +16.06% |
| 2022 | +59.24% | -7.61% |
| 2021 | +53.07% | +22.22% |
| 2020 | -33.12% | +8.27% |
| 2019 | +9.58% | +24.60% |
| 2018 | -19.53% | -3.99% |
| 2017 | -2.00% | +27.49% |
| 2016 | +28.06% | +18.21% |
| 2015 | -21.84% | +0.07% |
| 2014 | -7.38% | +10.73% |
| 2013 | +23.53% | +26.55% |
| 2012 | +2.36% | +8.36% |
| 2011 | +2.08% | +7.33% |
| 2010 | +18.05% | +12.30% |
| 2009 | +16.01% | +19.10% |
| 2008 | -39.08% | -31.16% |
| 2007 | +41.83% | +8.83% |
| 2006 | +12.74% | +17.40% |
| 2005 | +45.54% | +1.79% |
| 2004 | +33.98% | +5.22% |
| 2003 | +23.23% | +23.93% |
| 2002 | -14.05% | -15.62% |
| 2001 | -18.34% | -4.73% |
| 2000 | +26.90% | -4.50% |
| 1999 | +0.56% | +8.46% |
XLE vs DIA Drawdown Comparison
The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.
The maximum drawdown for DIA was -51.88%, occurring on Mar 9, 2009. Recovery took 1078 trading sessions.
The current XLE drawdown is -7.88%. The current DIA drawdown is -0.57%.
| Rank | XLE | DIA |
|---|---|---|
| #1 | -71.26% Jun 23, 2014 - Mar 4, 2022 | -51.88% Oct 9, 2007 - Jan 19, 2012 |
| #2 | -57.37% May 20, 2008 - May 20, 2013 | -36.69% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -41.54% May 18, 2001 - Jul 16, 2004 | -35.00% Jan 14, 2000 - Dec 21, 2004 |
| #4 | -26.08% Jun 8, 2022 - Nov 1, 2022 | -20.75% Jan 4, 2022 - Nov 29, 2023 |
| #5 | -20.15% Nov 22, 2024 - Jan 5, 2026 | -18.14% Oct 3, 2018 - Apr 18, 2019 |
| #6 | -17.34% Nov 15, 2022 - Sep 8, 2023 | -15.96% Dec 4, 2024 - Jul 3, 2025 |
| #7 | -16.88% Dec 26, 2007 - Apr 16, 2008 | -13.86% May 19, 2015 - Apr 14, 2016 |
| #8 | -16.45% Sep 29, 2005 - Jan 13, 2006 | -11.19% Jan 26, 2018 - Sep 18, 2018 |
| #9 | -15.99% Apr 21, 2006 - Nov 29, 2006 | -9.76% Feb 10, 2026 - Mar 27, 2026 |
| #10 | -14.71% Jan 21, 2000 - Mar 29, 2000 | -8.55% May 1, 2012 - Aug 10, 2012 |
| #11 | -14.14% Mar 8, 2001 - May 18, 2001 | -8.37% Mar 4, 2005 - Nov 21, 2005 |
| #12 | -13.72% Mar 4, 2005 - Jun 16, 2005 | -8.00% May 10, 2006 - Sep 15, 2006 |
| #13 | -13.33% Apr 5, 2024 - Nov 21, 2024 | -7.70% Jul 19, 2007 - Sep 27, 2007 |
| #14 | -12.96% Sep 14, 2023 - Mar 18, 2024 | -7.56% Oct 5, 2012 - Jan 15, 2013 |
| #15 | -12.44% Jul 19, 2007 - Sep 18, 2007 | -7.14% Dec 31, 2013 - Apr 1, 2014 |
Correlation
Correlation between XLE and DIA is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (1999 - 2026)
XLE vs DIA dividend yield comparison.
| Year | XLE | DIA |
|---|---|---|
| 2026 | 0.67% | 0.40% |
| 2025 | 3.28% | 1.43% |
| 2024 | 3.36% | 1.61% |
| 2023 | 3.55% | 1.81% |
| 2022 | 3.68% | 1.91% |
| 2021 | 4.21% | 1.58% |
| 2020 | 5.62% | 1.87% |
| 2019 | 6.72% | 1.85% |
| 2018 | 3.54% | 2.24% |
| 2017 | 3.03% | 1.97% |
| 2016 | 2.26% | 2.26% |
| 2015 | 3.39% | 2.33% |
| 2014 | 2.35% | 2.02% |
| 2013 | 1.73% | 2.08% |
| 2012 | 1.82% | 2.54% |
| 2011 | 1.54% | 2.44% |
| 2010 | 1.46% | 2.39% |
| 2009 | 1.81% | 2.70% |
| 2008 | 1.85% | 3.35% |
| 2007 | 0.99% | 2.17% |
| 2006 | 1.24% | 2.04% |
| 2005 | 1.13% | 2.10% |
| 2004 | 1.42% | 2.05% |
| 2003 | 1.74% | 1.84% |
| 2002 | 2.16% | 2.08% |
| 2001 | 1.85% | 1.56% |
| 2000 | 1.45% | 1.47% |
| 1999 | 0.30% | 0.26% |
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