XLE vs GOVT

Comparison between THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF) and ISHARES U.S. TREASURY BOND ETF (GOVT, ETF).

5-Year PerformanceXLE has outperformed GOVT, delivering a return of +21.7% compared to -0.3%

XLE vs GOVT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLE(ETF)	GOVT(ETF)
Net Assets	$41B	$41B
Expense Ratio	0.08%	0.05%
Max Drawdown	76.73%	23.67%
Sharpe Ratio	1.63	0.08
5Y Beta	0.58	-0.00
P/E Ratio	21.96	N/A
Forward P/E	13.23	N/A
PEG Ratio	1.23	N/A
5Y Dividends CAGR	6.90%	10.36%
5Y EPS CAGR	20.54%	N/A
Debt to Equity	37.03%	N/A
P/S Ratio	1.62	N/A
P/B Ratio	2.58	N/A

Net Assets

Winner

XLE

$41B

GOVT

$41B

Expense Ratio

XLE

0.08%

Winner

GOVT

0.05%

Max Drawdown

XLE

76.73%

Winner

GOVT

23.67%

Sharpe Ratio

Winner

XLE

1.63

GOVT

0.08

5Y Beta

XLE

0.58

Winner

GOVT

-0.00

P/E Ratio

XLE

21.96

GOVT

N/A

Forward P/E

XLE

13.23

GOVT

N/A

PEG Ratio

XLE

1.23

GOVT

N/A

5Y Dividends CAGR

XLE

6.90%

Winner

GOVT

10.36%

5Y EPS CAGR

XLE

20.54%

GOVT

N/A

Debt to Equity

XLE

37.03%

GOVT

N/A

P/S Ratio

XLE

1.62

GOVT

N/A

P/B Ratio

XLE

2.58

GOVT

N/A

XLE vs GOVT - Historical Returns

Returns include dividend reinvestment.

Period	XLE	GOVT
1 month	+0.91%	-0.59%
3 months	+6.72%	-1.46%
6 months	+29.29%	-0.05%
1 year	+38.71%	+4.02%
5 years(CAGR)	+21.70%	-0.33%
10 years(CAGR)	+10.29%	+0.87%
Max(CAGR)	+8.42%	+1.24%

Winner

XLE

+0.91%

GOVT

-0.59%

Winner

XLE

+6.72%

GOVT

-1.46%

Winner

XLE

+29.29%

GOVT

-0.05%

Winner

XLE

+38.71%

GOVT

+4.02%

5Y(CAGR)

Winner

XLE

+21.70%

GOVT

-0.33%

10Y(CAGR)

Winner

XLE

+10.29%

GOVT

+0.87%

Max(CAGR)

Winner

XLE

+8.42%

GOVT

+1.24%

XLE vs GOVT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XLE	GOVT
2026	+27.06%	-0.20%
2025	+6.64%	+6.15%
2024	+4.40%	+3.27%
2023	+2.97%	+3.62%
2022	+59.24%	-11.87%
2021	+53.07%	-1.60%
2020	-33.12%	+7.08%
2019	+9.58%	+6.49%
2018	-19.53%	+0.54%
2017	-2.00%	+2.19%
2016	+28.06%	+0.60%
2015	-21.84%	+0.32%
2014	-7.38%	+4.75%
2013	+23.53%	-2.37%
2012	+2.36%	+2.23%
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 GOVT Drawdown Comparison

The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.

The maximum drawdown for GOVT was -19.07%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current XLE drawdown is -7.88%. The current GOVT drawdown is -7.30%.

Rank	XLE	GOVT
#1	-71.26% Jun 23, 2014 - Mar 4, 2022	-19.07% Aug 4, 2020 - Oct 19, 2023
#2	-57.37% May 20, 2008 - May 20, 2013	-5.87% Jul 8, 2016 - May 13, 2019
#3	-41.54% May 18, 2001 - Jul 16, 2004	-4.56% Mar 9, 2020 - Apr 21, 2020
#4	-26.08% Jun 8, 2022 - Nov 1, 2022	-4.55% May 1, 2013 - Oct 8, 2014
#5	-20.15% Nov 22, 2024 - Jan 5, 2026	-3.54% Jan 30, 2015 - Jan 29, 2016
#6	-17.34% Nov 15, 2022 - Sep 8, 2023	-2.63% Sep 4, 2019 - Jan 29, 2020
#7	-16.88% Dec 26, 2007 - Apr 16, 2008	-2.14% Apr 21, 2020 - Jul 23, 2020
#8	-16.45% Sep 29, 2005 - Jan 13, 2006	-1.93% Jul 25, 2012 - May 1, 2013
#9	-15.99% Apr 21, 2006 - Nov 29, 2006	-1.93% Mar 8, 2012 - Apr 23, 2012
#10	-14.71% Jan 21, 2000 - Mar 29, 2000	-1.74% Feb 11, 2016 - Apr 7, 2016
#11	-14.14% Mar 8, 2001 - May 18, 2001	-1.27% Apr 7, 2016 - May 13, 2016
#12	-13.72% Mar 4, 2005 - Jun 16, 2005	-1.25% Jun 1, 2012 - Jul 16, 2012
#13	-13.33% Apr 5, 2024 - Nov 21, 2024	-1.16% Oct 15, 2014 - Dec 12, 2014
#14	-12.96% Sep 14, 2023 - Mar 18, 2024	-1.07% Dec 16, 2014 - Jan 5, 2015
#15	-12.44% Jul 19, 2007 - Sep 18, 2007	-0.97% Jul 3, 2019 - Aug 1, 2019

Correlation

Correlation between XLE and GOVT is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (1999 - 2026)

XLE vs GOVT dividend yield comparison.

Year	XLE	GOVT
2026	0.67%	1.19%
2025	3.28%	3.49%
2024	3.36%	3.14%
2023	3.55%	2.65%
2022	3.68%	1.77%
2021	4.21%	0.95%
2020	5.62%	2.17%
2019	6.72%	1.98%
2018	3.54%	1.97%
2017	3.03%	1.57%
2016	2.26%	1.40%
2015	3.39%	1.25%
2014	2.35%	1.17%
2013	1.73%	0.93%
2012	1.82%	0.85%
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%