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XLE vs JPST

Comparison between STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE, ETF) and JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF).

5-Year PerformanceXLE has outperformed JPST, delivering a return of +18.9% compared to +3.6%

XLE vs JPST - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
XLE
$39B
JPST
$38B
Expense Ratio
Winner
XLE
0.08%
JPST
0.18%
Max Drawdown
XLE
76.73%
Winner
JPST
3.30%
Sharpe Ratio
Winner
XLE
1.48
JPST
1.01
5Y Beta
XLE
0.54
Winner
JPST
0.00
P/E Ratio
XLE
22.77
JPST
N/A
Forward P/E
XLE
12.66
JPST
N/A
PEG Ratio
XLE
1.06
JPST
N/A
5Y Dividends CAGR
XLE
6.90%
Winner
JPST
33.80%
5Y EPS CAGR
XLE
19.33%
JPST
N/A
Debt to Equity
XLE
39.74%
JPST
N/A
P/S Ratio
XLE
1.65
JPST
N/A
P/B Ratio
XLE
2.51
JPST
N/A

XLE vs JPST - Historical Returns

Returns include dividend reinvestment.

1M
XLE
-6.54%
Winner
JPST
+0.37%
3M
XLE
-3.44%
Winner
JPST
+1.01%
6M
Winner
XLE
+24.76%
JPST
+1.76%
1Y
Winner
XLE
+30.55%
JPST
+4.31%
5Y(CAGR)
Winner
XLE
+18.90%
JPST
+3.64%
10Y(CAGR)
Winner
XLE
+9.56%
JPST
+2.99%
Max(CAGR)
Winner
XLE
+8.24%
JPST
+2.99%

XLE vs JPST - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXLEJPST
2026+22.47%+1.50%
2025+6.64%+4.95%
2024+4.40%+5.58%
2023+2.97%+5.15%
2022+59.24%+1.14%
2021+53.07%+0.11%
2020-33.12%+2.18%
2019+9.58%+3.42%
2018-19.53%+2.25%
2017-2.00%+1.00%
2016+28.06%N/A
2015-21.84%N/A
2014-7.38%N/A
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 JPST Drawdown Comparison

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

The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.

The current XLE drawdown is -11.21%.

RankXLEJPST
#1-71.26%
Jun 23, 2014 - Mar 4, 2022		-3.28%
Mar 5, 2020 - May 20, 2020
#2-57.37%
May 20, 2008 - May 20, 2013		-0.79%
Oct 1, 2021 - Nov 8, 2022
#3-41.54%
May 18, 2001 - Jul 16, 2004		-0.30%
Apr 3, 2025 - Apr 21, 2025
#4-26.08%
Jun 8, 2022 - Nov 1, 2022		-0.28%
Sep 26, 2017 - Oct 13, 2017
#5-20.15%
Nov 22, 2024 - Jan 5, 2026		-0.28%
May 11, 2023 - Jun 16, 2023
#6-17.34%
Nov 15, 2022 - Sep 8, 2023		-0.15%
Feb 26, 2026 - Mar 31, 2026
#7-16.88%
Dec 26, 2007 - Apr 16, 2008		-0.15%
Sep 17, 2020 - Oct 21, 2020
#8-16.45%
Sep 29, 2005 - Jan 13, 2006		-0.14%
Jun 10, 2020 - Jun 16, 2020
#9-15.99%
Apr 21, 2006 - Nov 29, 2006		-0.12%
Mar 8, 2018 - Mar 26, 2018
#10-14.71%
Jan 21, 2000 - Mar 29, 2000		-0.12%
Mar 23, 2023 - Apr 4, 2023
#11-14.14%
Mar 8, 2001 - May 18, 2001		-0.12%
Mar 1, 2021 - Apr 22, 2021
#12-13.72%
Mar 4, 2005 - Jun 16, 2005		-0.10%
Jul 26, 2017 - Aug 3, 2017
#13-13.33%
Apr 5, 2024 - Nov 21, 2024		-0.10%
Apr 5, 2023 - Apr 24, 2023
#14-12.96%
Sep 14, 2023 - Mar 18, 2024		-0.10%
Dec 16, 2024 - Dec 26, 2024
#15-12.44%
Jul 19, 2007 - Sep 18, 2007		-0.10%
Oct 2, 2024 - Oct 14, 2024

Correlation

Correlation between XLE and JPST is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

XLE vs JPST dividend yield comparison.

YearXLEJPST
20260.69%1.69%
20253.28%4.43%
20243.36%5.16%
20233.55%4.79%
20223.68%1.83%
20214.21%0.73%
20205.62%1.43%
20196.72%2.69%
20183.54%2.07%
20173.03%0.96%
20162.26%0.00%
20153.39%0.00%
20142.35%0.00%
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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