XLE vs MUB

Comparison between THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF) and ISHARES NATIONAL MUNI BOND ETF (MUB, ETF).

5-Year PerformanceXLE has outperformed MUB, delivering a return of +20.1% compared to +0.9%

XLE vs MUB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLE(ETF)	MUB(ETF)
Net Assets	$44B	$43B
Expense Ratio	0.08%	0.05%
Max Drawdown	76.73%	14.39%
Sharpe Ratio	1.70	0.67
5Y Beta	0.58	0.05
P/E Ratio	21.71	N/A
Forward P/E	14.75	N/A
PEG Ratio	1.16	N/A
5Y Dividends CAGR	6.90%	9.25%
5Y EPS CAGR	20.78%	N/A
Debt to Equity	36.28%	N/A
P/S Ratio	1.65	N/A
P/B Ratio	2.56	N/A

Net Assets

Winner

XLE

$44B

MUB

$43B

Expense Ratio

XLE

0.08%

Winner

MUB

0.05%

Max Drawdown

XLE

76.73%

Winner

MUB

14.39%

Sharpe Ratio

Winner

XLE

1.70

MUB

0.67

5Y Beta

XLE

0.58

Winner

MUB

0.05

P/E Ratio

XLE

21.71

MUB

N/A

Forward P/E

XLE

14.75

MUB

N/A

PEG Ratio

XLE

1.16

MUB

N/A

5Y Dividends CAGR

XLE

6.90%

Winner

MUB

9.25%

5Y EPS CAGR

XLE

20.78%

MUB

N/A

Debt to Equity

XLE

36.28%

MUB

N/A

P/S Ratio

XLE

1.65

MUB

N/A

P/B Ratio

XLE

2.56

MUB

N/A

XLE vs MUB - Historical Returns

Returns include dividend reinvestment.

Period	XLE	MUB
1 month	-4.05%	+0.50%
3 months	+4.51%	+0.07%
6 months	+26.27%	+1.40%
1 year	+40.89%	+6.03%
5 years(CAGR)	+20.06%	+0.88%
10 years(CAGR)	+10.03%	+1.98%
Max(CAGR)	+8.29%	+3.12%

XLE

-4.05%

Winner

MUB

+0.50%

Winner

XLE

+4.51%

MUB

+0.07%

Winner

XLE

+26.27%

MUB

+1.40%

Winner

XLE

+40.89%

MUB

+6.03%

5Y(CAGR)

Winner

XLE

+20.06%

MUB

+0.88%

10Y(CAGR)

Winner

XLE

+10.03%

MUB

+1.98%

Max(CAGR)

Winner

XLE

+8.29%

MUB

+3.12%

XLE vs MUB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XLE	MUB
2026	+22.80%	+0.84%
2025	+6.64%	+3.65%
2024	+4.40%	+1.40%
2023	+2.97%	+5.17%
2022	+59.24%	-7.26%
2021	+53.07%	+1.08%
2020	-33.12%	+5.03%
2019	+9.58%	+7.08%
2018	-19.53%	+1.07%
2017	-2.00%	+4.82%
2016	+28.06%	+0.05%
2015	-21.84%	+3.17%
2014	-7.38%	+9.00%
2013	+23.53%	-4.44%
2012	+2.36%	+5.08%
2011	+2.08%	+12.54%
2010	+18.05%	-0.05%
2009	+16.01%	+7.11%
2008	-39.08%	+0.84%
2007	+41.83%	+1.76%
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 MUB Drawdown Comparison

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

The maximum drawdown for MUB was -13.68%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.

The current XLE drawdown is -10.97%. The current MUB drawdown is -0.97%.

Rank	XLE	MUB
#1	-71.26% Jun 23, 2014 - Mar 4, 2022	-13.68% Mar 9, 2020 - Jul 30, 2020
#2	-57.37% May 20, 2008 - May 20, 2013	-12.33% Sep 9, 2008 - Jan 8, 2009
#3	-41.54% May 18, 2001 - Jul 16, 2004	-11.89% Jul 19, 2021 - Dec 4, 2024
#4	-26.08% Jun 8, 2022 - Nov 1, 2022	-9.74% Nov 30, 2012 - Jul 21, 2014
#5	-20.15% Nov 22, 2024 - Jan 5, 2026	-8.86% Aug 25, 2010 - Jul 13, 2011
#6	-17.34% Nov 15, 2022 - Sep 8, 2023	-6.70% Jul 7, 2016 - Dec 21, 2018
#7	-16.88% Dec 26, 2007 - Apr 16, 2008	-5.67% Jan 17, 2008 - May 20, 2008
#8	-16.45% Sep 29, 2005 - Jan 13, 2006	-5.41% Feb 13, 2012 - Sep 28, 2012
#9	-15.99% Apr 21, 2006 - Nov 29, 2006	-4.80% Jan 12, 2009 - Apr 16, 2009
#10	-14.71% Jan 21, 2000 - Mar 29, 2000	-4.78% Dec 6, 2024 - Sep 10, 2025
#11	-14.14% Mar 8, 2001 - May 18, 2001	-3.79% May 20, 2008 - Sep 5, 2008
#12	-13.72% Mar 4, 2005 - Jun 16, 2005	-3.53% May 20, 2009 - Aug 19, 2009
#13	-13.33% Apr 5, 2024 - Nov 21, 2024	-3.16% Sep 30, 2009 - Apr 21, 2010
#14	-12.96% Sep 14, 2023 - Mar 18, 2024	-2.94% Jan 30, 2015 - Nov 23, 2015
#15	-12.44% Jul 19, 2007 - Sep 18, 2007	-2.79% Feb 26, 2026 - Mar 26, 2026

Correlation

Correlation between XLE and MUB is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (1999 - 2026)

XLE vs MUB dividend yield comparison.

Year	XLE	MUB
2026	0.69%	1.07%
2025	3.28%	3.14%
2024	3.36%	3.01%
2023	3.55%	2.65%
2022	3.68%	2.11%
2021	4.21%	1.81%
2020	5.62%	2.11%
2019	6.72%	2.42%
2018	3.54%	2.46%
2017	3.03%	2.26%
2016	2.26%	2.21%
2015	3.39%	2.51%
2014	2.35%	2.73%
2013	1.73%	3.02%
2012	1.82%	2.89%
2011	1.54%	3.31%
2010	1.46%	3.80%
2009	1.81%	3.61%
2008	1.85%	3.54%
2007	0.99%	1.15%
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%