XLE vs SCHB
Comparison between THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF) and SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF).
5-Year PerformanceXLE has outperformed SCHB, delivering a return of +21.7% compared to +13.1%
XLE vs SCHB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLE
$41B
SCHB
$41B
Expense Ratio
XLE
0.08%
Winner
SCHB
0.03%
Max Drawdown
XLE
76.73%
Winner
SCHB
35.27%
Sharpe Ratio
XLE
1.63
Winner
SCHB
1.81
5Y Beta
Winner
XLE
0.58
SCHB
0.98
P/E Ratio
Winner
XLE
21.96
SCHB
28.27
Forward P/E
Winner
XLE
13.23
SCHB
20.08
PEG Ratio
XLE
1.23
SCHB
N/A
5Y Dividends CAGR
Winner
XLE
6.90%
SCHB
4.16%
5Y EPS CAGR
XLE
20.54%
Winner
SCHB
23.66%
Debt to Equity
XLE
37.03%
SCHB
N/A
P/S Ratio
Winner
XLE
1.62
SCHB
3.17
P/B Ratio
Winner
XLE
2.58
SCHB
4.69
XLE vs SCHB - Holdings Comparison
XLE and SCHB have 21 common holdings. Overlap is 2.39%
XLE's top 25 holdings weight is 100.00%. SCHB's top 25 holdings weight is 45.65%.
| Rank | XLE | SCHB |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 22.37% | NVIDIA CORP (NVDA) - 6.89% |
| #2 | CHEVRON CORP (CVX) - 16.63% | APPLE INC (AAPL) - 6.03% |
| #3 | CONOCOPHILLIPS (COP) - 6.96% | MICROSOFT CORP (MSFT) - 5.42% |
| #4 | SLB LTD (SLB) - 4.57% | AMAZON.COM INC (AMZN) - 3.38% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 4.38% | ALPHABET INC CLASS A (GOOGL) - 2.74% |
| #6 | VALERO ENERGY CORP (VLO) - 4.22% | BROADCOM INC (AVGO) - 2.47% |
| #7 | MARATHON PETROLEUM CORP (MPC) - 4.20% | ALPHABET INC CLASS C (GOOG) - 2.20% |
| #8 | EOG RESOURCES INC (EOG) - 4.17% | META PLATFORMS INC CLASS A (META) - 2.17% |
| #9 | PHILLIPS 66 (PSX) - 3.96% | TESLA INC (TSLA) - 2.04% |
| #10 | BAKER HUGHES CO CLASS A (BKR) - 3.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 3.45% | JPMORGAN CHASE & CO (JPM) - 1.33% |
| #12 | ONEOK INC (OKE) - 3.09% | ELI LILLY AND CO (LLY) - 1.27% |
| #13 | TARGA RESOURCES CORP (TRGP) - 3.04% | VISA INC CLASS A (V) - 0.89% |
| #14 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.33% | EXXON MOBIL CORP (XOM) - 0.75% |
| #15 | DIAMONDBACK ENERGY INC (FANG) - 2.18% | JOHNSON & JOHNSON (JNJ) - 0.74% |
| #16 | EQT CORP (EQT) - 2.00% | WALMART INC (WMT) - 0.73% |
| #17 | HALLIBURTON CO (HAL) - 1.91% | MASTERCARD INC CLASS A (MA) - 0.71% |
| #18 | DEVON ENERGY CORP (DVN) - 1.73% | n/a (PLTR) - 0.66% |
| #19 | COTERRA ENERGY INC ORDINARY SHARES (n/a) - 1.48% | ABBVIE INC (ABBV) - 0.61% |
| #20 | TEXAS PACIFIC LAND CORP (TPL) - 1.36% | NETFLIX INC (NFLX) - 0.59% |
| #21 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.30% | COSTCO WHOLESALE CORP (COST) - 0.57% |
| #22 | APA CORP (APA) - 0.80% | BANK OF AMERICA CORP (BAC) - 0.56% |
| #23 | XAE ENERGY JUN26 XCME 20260618 (n/a) - 0.15% | ADVANCED MICRO DEVICES INC (AMD) - 0.52% |
| #24 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.05% | THE HOME DEPOT INC (HD) - 0.51% |
| #25 | US DOLLAR (n/a) - 0.01% | PROCTER & GAMBLE CO (PG) - 0.50% |
| Total Holdings | 25 | 2100 |
XLE vs SCHB - Historical Returns
Returns include dividend reinvestment.
1M
XLE
+0.91%
Winner
SCHB
+7.73%
3M
XLE
+6.72%
Winner
SCHB
+8.77%
6M
Winner
XLE
+29.29%
SCHB
+11.26%
1Y
Winner
XLE
+38.71%
SCHB
+27.58%
5Y(CAGR)
Winner
XLE
+21.70%
SCHB
+13.10%
10Y(CAGR)
XLE
+10.29%
Winner
SCHB
+15.17%
Max(CAGR)
XLE
+8.42%
Winner
SCHB
+14.40%
XLE vs SCHB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLE | SCHB |
|---|---|---|
| 2026 | +27.06% | +8.85% |
| 2025 | +6.64% | +17.15% |
| 2024 | +4.40% | +24.73% |
| 2023 | +2.97% | +26.77% |
| 2022 | +59.24% | -19.93% |
| 2021 | +53.07% | +27.54% |
| 2020 | -33.12% | +19.76% |
| 2019 | +9.58% | +30.74% |
| 2018 | -19.53% | -6.12% |
| 2017 | -2.00% | +20.37% |
| 2016 | +28.06% | +14.36% |
| 2015 | -21.84% | +0.51% |
| 2014 | -7.38% | +13.72% |
| 2013 | +23.53% | +30.06% |
| 2012 | +2.36% | +14.75% |
| 2011 | +2.08% | +0.25% |
| 2010 | +18.05% | +15.16% |
| 2009 | +16.01% | +7.53% |
| 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 SCHB Drawdown Comparison
The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.
The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The current XLE drawdown is -7.88%.
| Rank | XLE | SCHB |
|---|---|---|
| #1 | -71.26% Jun 23, 2014 - Mar 4, 2022 | -35.27% Feb 19, 2020 - Aug 12, 2020 |
| #2 | -57.37% May 20, 2008 - May 20, 2013 | -25.40% Dec 27, 2021 - Dec 18, 2023 |
| #3 | -41.54% May 18, 2001 - Jul 16, 2004 | -20.19% Sep 20, 2018 - Apr 23, 2019 |
| #4 | -26.08% Jun 8, 2022 - Nov 1, 2022 | -20.09% Apr 29, 2011 - Feb 8, 2012 |
| #5 | -20.15% Nov 22, 2024 - Jan 5, 2026 | -19.34% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -17.34% Nov 15, 2022 - Sep 8, 2023 | -15.90% Apr 23, 2010 - Nov 4, 2010 |
| #7 | -16.88% Dec 26, 2007 - Apr 16, 2008 | -15.06% Jun 23, 2015 - Jun 7, 2016 |
| #8 | -16.45% Sep 29, 2005 - Jan 13, 2006 | -10.01% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -15.99% Apr 21, 2006 - Nov 29, 2006 | -9.85% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -14.71% Jan 21, 2000 - Mar 29, 2000 | -9.26% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -14.14% Mar 8, 2001 - May 18, 2001 | -8.91% Jan 27, 2026 - Apr 14, 2026 |
| #12 | -13.72% Mar 4, 2005 - Jun 16, 2005 | -8.53% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -13.33% Apr 5, 2024 - Nov 21, 2024 | -7.90% Jan 19, 2010 - Mar 9, 2010 |
| #14 | -12.96% Sep 14, 2023 - Mar 18, 2024 | -7.58% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.44% Jul 19, 2007 - Sep 18, 2007 | -7.53% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XLE and SCHB is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (1999 - 2026)
XLE vs SCHB dividend yield comparison.
| Year | XLE | SCHB |
|---|---|---|
| 2026 | 0.67% | 0.24% |
| 2025 | 3.28% | 1.11% |
| 2024 | 3.36% | 1.24% |
| 2023 | 3.55% | 1.40% |
| 2022 | 3.68% | 1.61% |
| 2021 | 4.21% | 1.21% |
| 2020 | 5.62% | 1.63% |
| 2019 | 6.72% | 1.80% |
| 2018 | 3.54% | 2.00% |
| 2017 | 3.03% | 1.65% |
| 2016 | 2.26% | 1.86% |
| 2015 | 3.39% | 2.00% |
| 2014 | 2.35% | 1.72% |
| 2013 | 1.73% | 1.63% |
| 2012 | 1.82% | 2.13% |
| 2011 | 1.54% | 1.88% |
| 2010 | 1.46% | 1.46% |
| 2009 | 1.81% | 0.23% |
| 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% |
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