XLE vs SOXX
Comparison between STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE, ETF) and ISHARES SEMICONDUCTOR ETF (SOXX, ETF).
XLE is from the Energy sector, while SOXX is from the Technology sector.
5-Year PerformanceSOXX has outperformed XLE, delivering a return of +35.0% compared to +18.9%
XLE vs SOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLE
$39B
SOXX
$38B
Expense Ratio
Winner
XLE
0.08%
SOXX
0.34%
Max Drawdown
XLE
76.73%
Winner
SOXX
70.50%
Sharpe Ratio
XLE
1.48
Winner
SOXX
2.71
5Y Beta
Winner
XLE
0.54
SOXX
1.98
P/E Ratio
Winner
XLE
22.77
SOXX
58.54
Forward P/E
Winner
XLE
12.66
SOXX
27.57
PEG Ratio
XLE
1.06
Winner
SOXX
0.06
5Y Dividends CAGR
XLE
6.90%
Winner
SOXX
9.92%
5Y EPS CAGR
XLE
19.33%
Winner
SOXX
29.33%
Debt to Equity
XLE
39.74%
SOXX
N/A
P/S Ratio
Winner
XLE
1.65
SOXX
4.03
P/B Ratio
Winner
XLE
2.51
SOXX
11.66
XLE vs SOXX - Holdings Comparison
XLE and SOXX have 1 common holdings. Overlap is 0.00%
XLE's top 25 holdings weight is 100.01%. SOXX's top 25 holdings weight is 96.20%.
| Rank | XLE | SOXX |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 22.12% | MICRON TECHNOLOGY INC (MU) - 12.33% |
| #2 | CHEVRON CORP (CVX) - 16.57% | ADVANCED MICRO DEVICES INC (AMD) - 9.33% |
| #3 | CONOCOPHILLIPS (COP) - 6.75% | BROADCOM INC (AVGO) - 7.07% |
| #4 | SLB LTD (SLB) - 4.73% | MARVELL TECHNOLOGY INC (MRVL) - 6.59% |
| #5 | VALERO ENERGY CORP (VLO) - 4.40% | NVIDIA CORP (NVDA) - 6.22% |
| #6 | MARATHON PETROLEUM CORP (MPC) - 4.34% | INTEL CORP (INTC) - 5.88% |
| #7 | EOG RESOURCES INC (EOG) - 4.20% | APPLIED MATERIALS INC (AMAT) - 4.51% |
| #8 | WILLIAMS COMPANIES INC (WMB) - 4.20% | QUALCOMM INC (QCOM) - 3.95% |
| #9 | PHILLIPS 66 (PSX) - 4.11% | TEXAS INSTRUMENTS INC (TXN) - 3.39% |
| #10 | BAKER HUGHES CO CLASS A (BKR) - 3.56% | NXP SEMICONDUCTORS NV (NXPI) - 3.37% |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 3.44% | LAM RESEARCH CORP (LRCX) - 3.33% |
| #12 | TARGA RESOURCES CORP (TRGP) - 3.16% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.31% |
| #13 | ONEOK INC (OKE) - 3.05% | KLA CORP (KLAC) - 3.12% |
| #14 | DEVON ENERGY CORP (DVN) - 2.97% | TERADYNE INC (TER) - 2.83% |
| #15 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.38% | ANALOG DEVICES INC (ADI) - 2.77% |
| #16 | DIAMONDBACK ENERGY INC (FANG) - 2.20% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.62% |
| #17 | EQT CORP (EQT) - 1.91% | ASML HOLDING NV ADR (ASML) - 2.53% |
| #18 | HALLIBURTON CO (HAL) - 1.88% | MICROCHIP TECHNOLOGY INC (MCHP) - 2.46% |
| #19 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.22% | ON SEMICONDUCTOR CORP (ON) - 2.41% |
| #20 | TEXAS PACIFIC LAND CORP (TPL) - 1.20% | ASTERA LABS INC (ALAB) - 2.21% |
| #21 | APA CORP (APA) - 0.75% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.85% |
| #22 | XAE ENERGY JUN26 XCME 20260618 (n/a) - 0.61% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.20% |
| #23 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.20% | ENTEGRIS INC (ENTG) - 1.04% |
| #24 | US DOLLAR (n/a) - 0.06% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.00% |
| #25 | N/A | ARM HOLDINGS PLC ADR (ARM) - 0.88% |
| Total Holdings | 24 | 33 |
XLE vs SOXX - Historical Returns
Returns include dividend reinvestment.
1M
XLE
-6.54%
Winner
SOXX
+23.64%
3M
XLE
-3.44%
Winner
SOXX
+86.22%
6M
XLE
+24.76%
Winner
SOXX
+111.42%
1Y
XLE
+30.55%
Winner
SOXX
+177.59%
5Y(CAGR)
XLE
+18.90%
Winner
SOXX
+34.97%
10Y(CAGR)
XLE
+9.56%
Winner
SOXX
+36.28%
Max(CAGR)
XLE
+8.24%
Winner
SOXX
+14.89%
XLE vs SOXX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLE | SOXX |
|---|---|---|
| 2026 | +22.47% | +100.55% |
| 2025 | +6.64% | +39.87% |
| 2024 | +4.40% | +17.14% |
| 2023 | +2.97% | +68.77% |
| 2022 | +59.24% | -36.35% |
| 2021 | +53.07% | +44.70% |
| 2020 | -33.12% | +49.64% |
| 2019 | +9.58% | +61.39% |
| 2018 | -19.53% | -8.95% |
| 2017 | -2.00% | +39.79% |
| 2016 | +28.06% | +39.97% |
| 2015 | -21.84% | -1.92% |
| 2014 | -7.38% | +31.66% |
| 2013 | +23.53% | +35.65% |
| 2012 | +2.36% | +5.30% |
| 2011 | +2.08% | -11.08% |
| 2010 | +18.05% | +12.93% |
| 2009 | +16.01% | +67.17% |
| 2008 | -39.08% | -50.36% |
| 2007 | +41.83% | -1.86% |
| 2006 | +12.74% | -2.41% |
| 2005 | +45.54% | +15.31% |
| 2004 | +33.98% | -14.60% |
| 2003 | +23.23% | +69.70% |
| 2002 | -14.05% | -49.88% |
| 2001 | -18.34% | -8.47% |
| 2000 | +26.90% | N/A |
| 1999 | +0.56% | N/A |
XLE vs SOXX Drawdown Comparison
The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The current XLE drawdown is -11.21%.
| Rank | XLE | SOXX |
|---|---|---|
| #1 | -71.26% Jun 23, 2014 - Mar 4, 2022 | -70.21% Aug 2, 2001 - Jan 22, 2014 |
| #2 | -57.37% May 20, 2008 - May 20, 2013 | -45.75% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -41.54% May 18, 2001 - Jul 16, 2004 | -41.36% Jul 10, 2024 - Sep 18, 2025 |
| #4 | -26.08% Jun 8, 2022 - Nov 1, 2022 | -34.25% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -20.15% Nov 22, 2024 - Jan 5, 2026 | -25.24% Mar 12, 2018 - Mar 21, 2019 |
| #6 | -17.34% Nov 15, 2022 - Sep 8, 2023 | -24.64% Jun 1, 2015 - Jul 18, 2016 |
| #7 | -16.88% Dec 26, 2007 - Apr 16, 2008 | -18.16% Apr 24, 2019 - Jul 24, 2019 |
| #8 | -16.45% Sep 29, 2005 - Jan 13, 2006 | -16.47% Mar 7, 2024 - May 24, 2024 |
| #9 | -15.99% Apr 21, 2006 - Nov 29, 2006 | -16.46% Sep 18, 2014 - Nov 21, 2014 |
| #10 | -14.71% Jan 21, 2000 - Mar 29, 2000 | -15.77% Feb 25, 2026 - Apr 8, 2026 |
| #11 | -14.14% Mar 8, 2001 - May 18, 2001 | -14.60% Feb 16, 2021 - Apr 1, 2021 |
| #12 | -13.72% Mar 4, 2005 - Jun 16, 2005 | -13.57% Apr 5, 2021 - Jun 28, 2021 |
| #13 | -13.33% Apr 5, 2024 - Nov 21, 2024 | -13.40% Oct 29, 2025 - Dec 8, 2025 |
| #14 | -12.96% Sep 14, 2023 - Mar 18, 2024 | -12.37% Jan 23, 2018 - Mar 6, 2018 |
| #15 | -12.44% Jul 19, 2007 - Sep 18, 2007 | -12.33% Jun 3, 2026 - Jun 15, 2026 |
Correlation
Correlation between XLE and SOXX 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 SOXX dividend yield comparison.
| Year | XLE | SOXX |
|---|---|---|
| 2026 | 0.69% | 0.08% |
| 2025 | 3.28% | 0.57% |
| 2024 | 3.36% | 0.67% |
| 2023 | 3.55% | 0.78% |
| 2022 | 3.68% | 1.25% |
| 2021 | 4.21% | 0.64% |
| 2020 | 5.62% | 0.81% |
| 2019 | 6.72% | 1.23% |
| 2018 | 3.54% | 1.37% |
| 2017 | 3.03% | 0.90% |
| 2016 | 2.26% | 1.08% |
| 2015 | 3.39% | 1.29% |
| 2014 | 2.35% | 1.56% |
| 2013 | 1.73% | 1.18% |
| 2012 | 1.82% | 1.24% |
| 2011 | 1.54% | 0.84% |
| 2010 | 1.46% | 0.96% |
| 2009 | 1.81% | 0.71% |
| 2008 | 1.85% | 1.37% |
| 2007 | 0.99% | 0.53% |
| 2006 | 1.24% | 0.16% |
| 2005 | 1.13% | 0.05% |
| 2004 | 1.42% | 0.00% |
| 2003 | 1.74% | 0.01% |
| 2002 | 2.16% | 0.00% |
| 2001 | 1.85% | 0.00% |
| 2000 | 1.45% | 0.00% |
| 1999 | 0.30% | 0.00% |
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