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XLE vs IUSB

Comparison between STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE, ETF) and ISHARES CORE UNIVERSAL USD BOND ETF (IUSB, ETF).

5-Year PerformanceXLE has outperformed IUSB, delivering a return of +18.9% compared to +0.5%

XLE vs IUSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XLE
$39B
Winner
IUSB
$40B
Expense Ratio
XLE
0.08%
Winner
IUSB
0.06%
Max Drawdown
XLE
76.73%
Winner
IUSB
22.73%
Sharpe Ratio
Winner
XLE
1.48
IUSB
0.40
5Y Beta
XLE
0.54
Winner
IUSB
0.05
P/E Ratio
XLE
22.77
IUSB
N/A
Forward P/E
XLE
12.66
IUSB
N/A
PEG Ratio
XLE
1.06
IUSB
N/A
5Y Dividends CAGR
XLE
6.90%
Winner
IUSB
9.17%
5Y EPS CAGR
XLE
19.33%
IUSB
N/A
Debt to Equity
XLE
39.74%
IUSB
N/A
P/S Ratio
XLE
1.65
IUSB
N/A
P/B Ratio
XLE
2.51
IUSB
N/A

XLE vs IUSB - Holdings Comparison

XLE and IUSB have 0 common holdings. Overlap is 0.00%

XLE's top 25 holdings weight is 100.01%. IUSB's top 25 holdings weight is 3.11%.

RankXLEIUSB
#1
EXXON MOBIL CORP (XOM) - 22.12%
BLACKROCK LIQUIDITY TEMPCASH INSTL (TMCXX) - 3.11%
#2
CHEVRON CORP (CVX) - 16.57%
N/A
#3
CONOCOPHILLIPS (COP) - 6.75%
N/A
#4
SLB LTD (SLB) - 4.73%
N/A
#5
VALERO ENERGY CORP (VLO) - 4.40%
N/A
#6
MARATHON PETROLEUM CORP (MPC) - 4.34%
N/A
#7
EOG RESOURCES INC (EOG) - 4.20%
N/A
#8
WILLIAMS COMPANIES INC (WMB) - 4.20%
N/A
#9
PHILLIPS 66 (PSX) - 4.11%
N/A
#10
BAKER HUGHES CO CLASS A (BKR) - 3.56%
N/A
#11
KINDER MORGAN INC CLASS P (KMI) - 3.44%
N/A
#12
TARGA RESOURCES CORP (TRGP) - 3.16%
N/A
#13
ONEOK INC (OKE) - 3.05%
N/A
#14
DEVON ENERGY CORP (DVN) - 2.97%
N/A
#15
OCCIDENTAL PETROLEUM CORP (OXY) - 2.38%
N/A
#16
DIAMONDBACK ENERGY INC (FANG) - 2.20%
N/A
#17
EQT CORP (EQT) - 1.91%
N/A
#18
HALLIBURTON CO (HAL) - 1.88%
N/A
#19
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.22%
N/A
#20
TEXAS PACIFIC LAND CORP (TPL) - 1.20%
N/A
#21
APA CORP (APA) - 0.75%
N/A
#22
XAE ENERGY JUN26 XCME 20260618 (n/a) - 0.61%
N/A
#23
SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.20%
N/A
#24
US DOLLAR (n/a) - 0.06%
N/A
#25N/AN/A
Total Holdings241

XLE vs IUSB - Historical Returns

Returns include dividend reinvestment.

1M
XLE
-6.54%
Winner
IUSB
+1.21%
3M
XLE
-3.44%
Winner
IUSB
+0.52%
6M
Winner
XLE
+24.76%
IUSB
+1.09%
1Y
Winner
XLE
+30.55%
IUSB
+5.49%
5Y(CAGR)
Winner
XLE
+18.90%
IUSB
+0.45%
10Y(CAGR)
Winner
XLE
+9.56%
IUSB
+1.94%
Max(CAGR)
Winner
XLE
+8.24%
IUSB
+2.23%

XLE vs IUSB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLEIUSB
2026+22.47%+0.80%
2025+6.64%+7.38%
2024+4.40%+2.60%
2023+2.97%+5.66%
2022+59.24%-12.47%
2021+53.07%-1.17%
2020-33.12%+7.38%
2019+9.58%+8.95%
2018-19.53%-0.27%
2017-2.00%+3.93%
2016+28.06%+3.83%
2015-21.84%+0.06%
2014-7.38%+1.90%
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 IUSB Drawdown Comparison

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

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The current XLE drawdown is -11.21%. The current IUSB drawdown is -0.98%.

RankXLEIUSB
#1-71.26%
Jun 23, 2014 - Mar 4, 2022		-17.90%
Dec 31, 2020 - Oct 20, 2025
#2-57.37%
May 20, 2008 - May 20, 2013		-9.90%
Mar 6, 2020 - Jun 10, 2020
#3-41.54%
May 18, 2001 - Jul 16, 2004		-4.01%
Sep 7, 2016 - Jul 21, 2017
#4-26.08%
Jun 8, 2022 - Nov 1, 2022		-3.26%
Sep 7, 2017 - Jan 30, 2019
#5-20.15%
Nov 22, 2024 - Jan 5, 2026		-2.58%
Apr 24, 2015 - Mar 16, 2016
#6-17.34%
Nov 15, 2022 - Sep 8, 2023		-2.53%
Feb 27, 2026 - May 19, 2026
#7-16.88%
Dec 26, 2007 - Apr 16, 2008		-1.78%
Sep 4, 2019 - Oct 4, 2019
#8-16.45%
Sep 29, 2005 - Jan 13, 2006		-1.69%
Jan 30, 2015 - Mar 24, 2015
#9-15.99%
Apr 21, 2006 - Nov 29, 2006		-1.54%
Aug 4, 2020 - Dec 30, 2020
#10-14.71%
Jan 21, 2000 - Mar 29, 2000		-1.31%
Oct 4, 2019 - Jan 3, 2020
#11-14.14%
Mar 8, 2001 - May 18, 2001		-0.99%
Oct 28, 2025 - Nov 26, 2025
#12-13.72%
Mar 4, 2005 - Jun 16, 2005		-0.85%
Aug 15, 2014 - Oct 7, 2014
#13-13.33%
Apr 5, 2024 - Nov 21, 2024		-0.76%
Jul 8, 2016 - Jul 29, 2016
#14-12.96%
Sep 14, 2023 - Mar 18, 2024		-0.75%
Nov 26, 2025 - Jan 14, 2026
#15-12.44%
Jul 19, 2007 - Sep 18, 2007		-0.72%
Oct 20, 2014 - Nov 26, 2014

Correlation

Correlation between XLE and IUSB is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25
-101

Dividend Comparison (1999 - 2026)

XLE vs IUSB dividend yield comparison.

YearXLEIUSB
20260.69%1.74%
20253.28%4.17%
20243.36%4.04%
20233.55%3.46%
20223.68%2.53%
20214.21%1.74%
20205.62%2.68%
20196.72%3.04%
20183.54%2.98%
20173.03%2.56%
20162.26%2.60%
20153.39%1.95%
20142.35%1.39%
20131.73%0.00%
20121.82%0.00%
20111.54%0.00%
20101.46%0.00%
20091.81%0.00%
20081.85%0.00%
20070.99%0.00%
20061.24%0.00%
20051.13%0.00%
20041.42%0.00%
20031.74%0.00%
20022.16%0.00%
20011.85%0.00%
20001.45%0.00%
19990.30%0.00%

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