XLE vs SPY
Comparison between STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceXLE has outperformed SPY, delivering a return of +22.9% compared to +13.2%
XLE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLE
$39B
Winner
SPY
$784B
Expense Ratio
Winner
XLE
0.08%
SPY
0.09%
Max Drawdown
XLE
76.73%
Winner
SPY
56.47%
Sharpe Ratio
XLE
1.08
Winner
SPY
1.54
5Y Beta
Winner
XLE
0.53
SPY
1.00
P/E Ratio
Winner
XLE
20.99
SPY
27.62
Forward P/E
Winner
XLE
11.88
SPY
21.11
PEG Ratio
XLE
0.98
SPY
N/A
5Y Dividends CAGR
Winner
XLE
7.50%
SPY
6.00%
5Y EPS CAGR
XLE
19.55%
Winner
SPY
25.30%
Debt to Equity
XLE
40.84%
Winner
SPY
31.11%
P/S Ratio
Winner
XLE
1.55
SPY
3.49
P/B Ratio
Winner
XLE
2.34
SPY
5.30
XLE vs SPY - Holdings Comparison
XLE and SPY have 22 common holdings. Overlap is 3.10%
XLE's top 25 holdings weight is 99.99%. SPY's top 25 holdings weight is 51.24%.
| Rank | XLE | SPY |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 22.00% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | CHEVRON CORP (CVX) - 16.59% | APPLE INC (AAPL) - 6.81% |
| #3 | CONOCOPHILLIPS (COP) - 6.79% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | SLB LTD (SLB) - 4.45% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 4.44% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | VALERO ENERGY CORP (VLO) - 4.32% | BROADCOM INC (AVGO) - 2.77% |
| #7 | EOG RESOURCES INC (EOG) - 4.27% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | MARATHON PETROLEUM CORP (MPC) - 4.26% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | PHILLIPS 66 (PSX) - 3.98% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | KINDER MORGAN INC CLASS P (KMI) - 3.62% | TESLA INC (TSLA) - 1.76% |
| #11 | BAKER HUGHES CO CLASS A (BKR) - 3.51% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | TARGA RESOURCES CORP (TRGP) - 3.31% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | ONEOK INC (OKE) - 3.18% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | DEVON ENERGY CORP (DVN) - 2.90% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.25% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | DIAMONDBACK ENERGY INC (FANG) - 2.13% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | EQT CORP (EQT) - 1.89% | VISA INC CLASS A (V) - 0.87% |
| #18 | HALLIBURTON CO (HAL) - 1.79% | INTEL CORP (INTC) - 0.85% |
| #19 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.23% | WALMART INC (WMT) - 0.82% |
| #20 | TEXAS PACIFIC LAND CORP (TPL) - 1.21% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | APA CORP (APA) - 0.71% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | XAE ENERGY SEP26 XCME 20260918 (n/a) - 0.62% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.47% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | US DOLLAR (n/a) - 0.07% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | N/A | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 24 | 505 |
XLE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
XLE
-7.80%
Winner
SPY
-1.37%
3M
XLE
-8.02%
Winner
SPY
+12.22%
6M
Winner
XLE
+24.05%
SPY
+7.20%
1Y
Winner
XLE
+31.63%
SPY
+23.58%
5Y(CAGR)
Winner
XLE
+22.86%
SPY
+13.19%
10Y(CAGR)
XLE
+13.25%
Winner
SPY
+15.12%
Max(CAGR)
Winner
XLE
+10.96%
SPY
+8.44%
XLE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLE | SPY |
|---|---|---|
| 2026 | +20.92% | +7.95% |
| 2025 | +9.26% | +18.00% |
| 2024 | +7.79% | +25.59% |
| 2023 | +6.70% | +26.72% |
| 2022 | +65.81% | -18.64% |
| 2021 | +60.18% | +30.52% |
| 2020 | -28.58% | +17.28% |
| 2019 | +16.81% | +31.09% |
| 2018 | -17.09% | -5.24% |
| 2017 | +1.20% | +20.78% |
| 2016 | +31.27% | +13.59% |
| 2015 | -19.47% | +1.31% |
| 2014 | -5.46% | +14.56% |
| 2013 | +25.83% | +29.00% |
| 2012 | +4.22% | +14.17% |
| 2011 | +3.63% | +0.85% |
| 2010 | +20.08% | +13.14% |
| 2009 | +18.38% | +22.67% |
| 2008 | -38.24% | -36.25% |
| 2007 | +43.44% | +5.32% |
| 2006 | +14.24% | +13.85% |
| 2005 | +47.27% | +5.32% |
| 2004 | +36.11% | +10.75% |
| 2003 | +25.65% | +24.18% |
| 2002 | -12.34% | -22.42% |
| 2001 | -16.91% | -10.13% |
| 2000 | +28.85% | -8.84% |
| 1999 | +0.85% | +8.61% |
XLE vs SPY Drawdown Comparison
The maximum drawdown for XLE was -65.19%, occurring on Mar 18, 2020. Recovery took 1838 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 -12.33%. The current SPY drawdown is -3.18%.
| Rank | XLE | SPY |
|---|---|---|
| #1 | -65.19% Jun 23, 2014 - Oct 8, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -56.90% May 20, 2008 - Jan 25, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -40.14% May 18, 2001 - Apr 27, 2004 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.30% Jun 8, 2022 - Oct 26, 2022 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.87% Nov 22, 2024 - Sep 25, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.33% Jan 26, 2023 - Aug 11, 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 | -14.05% Mar 27, 2026 - Jun 18, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -13.88% Mar 8, 2001 - Apr 26, 2001 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.44% Mar 4, 2005 - Jun 16, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.65% Apr 5, 2024 - Nov 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 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (1999 - 2026)
XLE vs SPY dividend yield comparison.
| Year | XLE | SPY |
|---|---|---|
| 2026 | 1.41% | 0.50% |
| 2025 | 5.72% | 1.07% |
| 2024 | 6.72% | 1.21% |
| 2023 | 7.10% | 1.40% |
| 2022 | 7.36% | 1.65% |
| 2021 | 8.42% | 1.20% |
| 2020 | 11.24% | 1.52% |
| 2019 | 13.44% | 1.75% |
| 2018 | 7.08% | 2.04% |
| 2017 | 6.07% | 1.80% |
| 2016 | 4.52% | 2.03% |
| 2015 | 6.78% | 2.06% |
| 2014 | 4.70% | 1.87% |
| 2013 | 3.45% | 1.81% |
| 2012 | 3.64% | 2.18% |
| 2011 | 3.07% | 2.05% |
| 2010 | 2.92% | 1.80% |
| 2009 | 3.63% | 1.95% |
| 2008 | 3.71% | 3.02% |
| 2007 | 1.98% | 1.85% |
| 2006 | 2.48% | 1.73% |
| 2005 | 2.26% | 1.73% |
| 2004 | 2.83% | 1.82% |
| 2003 | 3.49% | 1.47% |
| 2002 | 4.32% | 1.70% |
| 2001 | 3.71% | 1.25% |
| 2000 | 2.90% | 1.15% |
| 1999 | 0.59% | 0.24% |
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