XLE vs SPY
Comparison between THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceXLE has outperformed SPY, delivering a return of +20.1% compared to +13.3%
XLE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLE
$44B
Winner
SPY
$652B
Expense Ratio
Winner
XLE
0.08%
SPY
0.09%
Max Drawdown
XLE
76.73%
Winner
SPY
56.47%
Sharpe Ratio
XLE
1.70
Winner
SPY
2.07
5Y Beta
Winner
XLE
0.58
SPY
1.00
P/E Ratio
Winner
XLE
21.71
SPY
28.24
Forward P/E
Winner
XLE
14.75
SPY
21.85
PEG Ratio
XLE
1.16
SPY
N/A
5Y Dividends CAGR
Winner
XLE
6.90%
SPY
5.43%
5Y EPS CAGR
XLE
20.78%
Winner
SPY
25.79%
Debt to Equity
XLE
36.28%
Winner
SPY
22.35%
P/S Ratio
Winner
XLE
1.65
SPY
3.55
P/B Ratio
Winner
XLE
2.56
SPY
5.29
XLE vs SPY - Holdings Comparison
XLE and SPY have 23 common holdings. Overlap is 3.44%
XLE's top 25 holdings weight is 100.00%. SPY's top 25 holdings weight is 51.32%.
| Rank | XLE | SPY |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 22.45% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | CHEVRON CORP (CVX) - 16.68% | APPLE INC (AAPL) - 6.48% |
| #3 | CONOCOPHILLIPS (COP) - 7.27% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | SLB LTD (SLB) - 4.57% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 4.24% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | VALERO ENERGY CORP (VLO) - 4.21% | BROADCOM INC (AVGO) - 3.09% |
| #7 | EOG RESOURCES INC (EOG) - 4.14% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | MARATHON PETROLEUM CORP (MPC) - 3.91% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | PHILLIPS 66 (PSX) - 3.84% | TESLA INC (TSLA) - 1.73% |
| #10 | BAKER HUGHES CO CLASS A (BKR) - 3.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 3.42% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | ONEOK INC (OKE) - 3.08% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | TARGA RESOURCES CORP (TRGP) - 2.95% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.40% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | DIAMONDBACK ENERGY INC (FANG) - 2.19% | WALMART INC (WMT) - 0.91% |
| #16 | EQT CORP (EQT) - 2.02% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | HALLIBURTON CO (HAL) - 1.92% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | DEVON ENERGY CORP (DVN) - 1.74% | VISA INC CLASS A (V) - 0.85% |
| #19 | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.49% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | TEXAS PACIFIC LAND CORP (TPL) - 1.39% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.32% | INTEL CORP (INTC) - 0.65% |
| #22 | APA CORP (APA) - 0.78% | NETFLIX INC (NFLX) - 0.64% |
| #23 | XAE ENERGY JUN26 XCME 20260618 (n/a) - 0.15% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.10% | CHEVRON CORP (CVX) - 0.58% |
| #25 | US DOLLAR (n/a) - 0.01% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 25 | 505 |
XLE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
XLE
-4.05%
Winner
SPY
+9.11%
3M
XLE
+4.51%
Winner
SPY
+6.59%
6M
Winner
XLE
+26.27%
SPY
+10.56%
1Y
Winner
XLE
+40.89%
SPY
+32.04%
5Y(CAGR)
Winner
XLE
+20.06%
SPY
+13.35%
10Y(CAGR)
XLE
+10.03%
Winner
SPY
+15.49%
Max(CAGR)
XLE
+8.29%
Winner
SPY
+8.50%
XLE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLE | SPY |
|---|---|---|
| 2026 | +22.80% | +8.27% |
| 2025 | +6.64% | +18.00% |
| 2024 | +4.40% | +25.59% |
| 2023 | +2.97% | +26.72% |
| 2022 | +59.24% | -18.64% |
| 2021 | +53.07% | +30.52% |
| 2020 | -33.12% | +17.28% |
| 2019 | +9.58% | +31.09% |
| 2018 | -19.53% | -5.24% |
| 2017 | -2.00% | +20.78% |
| 2016 | +28.06% | +13.59% |
| 2015 | -21.84% | +1.31% |
| 2014 | -7.38% | +14.56% |
| 2013 | +23.53% | +29.00% |
| 2012 | +2.36% | +14.17% |
| 2011 | +2.08% | +0.85% |
| 2010 | +18.05% | +13.14% |
| 2009 | +16.01% | +22.67% |
| 2008 | -39.08% | -36.25% |
| 2007 | +41.83% | +5.32% |
| 2006 | +12.74% | +13.85% |
| 2005 | +45.54% | +5.32% |
| 2004 | +33.98% | +10.75% |
| 2003 | +23.23% | +24.18% |
| 2002 | -14.05% | -22.42% |
| 2001 | -18.34% | -10.13% |
| 2000 | +26.90% | -8.84% |
| 1999 | +0.56% | +8.61% |
XLE vs SPY Drawdown Comparison
The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current XLE drawdown is -10.97%.
| Rank | XLE | SPY |
|---|---|---|
| #1 | -71.26% Jun 23, 2014 - Mar 4, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -57.37% May 20, 2008 - May 20, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.54% May 18, 2001 - Jul 16, 2004 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.08% Jun 8, 2022 - Nov 1, 2022 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.15% Nov 22, 2024 - Jan 5, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.34% Nov 15, 2022 - Sep 8, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.88% Dec 26, 2007 - Apr 16, 2008 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.45% Sep 29, 2005 - Jan 13, 2006 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.99% Apr 21, 2006 - Nov 29, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.71% Jan 21, 2000 - Mar 29, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -14.14% Mar 8, 2001 - May 18, 2001 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.72% Mar 4, 2005 - Jun 16, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.33% Apr 5, 2024 - Nov 21, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.96% Sep 14, 2023 - Mar 18, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.44% Jul 19, 2007 - Sep 18, 2007 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XLE and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (1999 - 2026)
XLE vs SPY dividend yield comparison.
| Year | XLE | SPY |
|---|---|---|
| 2026 | 0.69% | 0.24% |
| 2025 | 3.28% | 1.07% |
| 2024 | 3.36% | 1.21% |
| 2023 | 3.55% | 1.40% |
| 2022 | 3.68% | 1.65% |
| 2021 | 4.21% | 1.20% |
| 2020 | 5.62% | 1.52% |
| 2019 | 6.72% | 1.75% |
| 2018 | 3.54% | 2.04% |
| 2017 | 3.03% | 1.80% |
| 2016 | 2.26% | 2.03% |
| 2015 | 3.39% | 2.06% |
| 2014 | 2.35% | 1.87% |
| 2013 | 1.73% | 1.81% |
| 2012 | 1.82% | 2.18% |
| 2011 | 1.54% | 2.05% |
| 2010 | 1.46% | 1.80% |
| 2009 | 1.81% | 1.95% |
| 2008 | 1.85% | 3.02% |
| 2007 | 0.99% | 1.85% |
| 2006 | 1.24% | 1.73% |
| 2005 | 1.13% | 1.73% |
| 2004 | 1.42% | 1.82% |
| 2003 | 1.74% | 1.47% |
| 2002 | 2.16% | 1.70% |
| 2001 | 1.85% | 1.25% |
| 2000 | 1.45% | 1.15% |
| 1999 | 0.30% | 0.24% |
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