XLE vs TLT

Comparison between THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF) and ISHARES 20+ YEAR TREASURY BOND ETF (TLT, ETF).

5-Year PerformanceXLE has outperformed TLT, delivering a return of +20.1% compared to -6.1%

XLE vs TLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLE(ETF)	TLT(ETF)
Net Assets	$44B	$43B
Expense Ratio	0.08%	0.15%
Max Drawdown	76.73%	51.76%
Sharpe Ratio	1.70	-0.08
5Y Beta	0.58	0.06
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%	14.06%
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

TLT

$43B

Expense Ratio

Winner

XLE

0.08%

TLT

0.15%

Max Drawdown

XLE

76.73%

Winner

TLT

51.76%

Sharpe Ratio

Winner

XLE

1.70

TLT

-0.08

5Y Beta

XLE

0.58

Winner

TLT

0.06

P/E Ratio

XLE

21.71

TLT

N/A

Forward P/E

XLE

14.75

TLT

N/A

PEG Ratio

XLE

1.16

TLT

N/A

5Y Dividends CAGR

XLE

6.90%

Winner

TLT

14.06%

5Y EPS CAGR

XLE

20.78%

TLT

N/A

Debt to Equity

XLE

36.28%

TLT

N/A

P/S Ratio

XLE

1.65

TLT

N/A

P/B Ratio

XLE

2.56

TLT

N/A

XLE vs TLT - Historical Returns

Returns include dividend reinvestment.

Period	XLE	TLT
1 month	-4.05%	-0.60%
3 months	+4.51%	-0.56%
6 months	+26.27%	-1.72%
1 year	+40.89%	+3.54%
5 years(CAGR)	+20.06%	-6.10%
10 years(CAGR)	+10.03%	-1.41%
Max(CAGR)	+8.29%	+3.68%

XLE

-4.05%

Winner

TLT

-0.60%

Winner

XLE

+4.51%

TLT

-0.56%

Winner

XLE

+26.27%

TLT

-1.72%

Winner

XLE

+40.89%

TLT

+3.54%

5Y(CAGR)

Winner

XLE

+20.06%

TLT

-6.10%

10Y(CAGR)

Winner

XLE

+10.03%

TLT

-1.41%

Max(CAGR)

Winner

XLE

+8.29%

TLT

+3.68%

XLE vs TLT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XLE	TLT
2026	+22.80%	+0.39%
2025	+6.64%	+3.96%
2024	+4.40%	-7.53%
2023	+2.97%	+0.84%
2022	+59.24%	-29.39%
2021	+53.07%	-4.49%
2020	-33.12%	+16.83%
2019	+9.58%	+13.52%
2018	-19.53%	-0.53%
2017	-2.00%	+8.72%
2016	+28.06%	+0.45%
2015	-21.84%	-2.87%
2014	-7.38%	+26.91%
2013	+23.53%	-12.20%
2012	+2.36%	+4.20%
2011	+2.08%	+34.98%
2010	+18.05%	+9.14%
2009	+16.01%	-19.78%
2008	-39.08%	+32.03%
2007	+41.83%	+9.50%
2006	+12.74%	+0.84%
2005	+45.54%	+8.37%
2004	+33.98%	+10.01%
2003	+23.23%	+4.32%
2002	-14.05%	+9.75%
2001	-18.34%	N/A
2000	+26.90%	N/A
1999	+0.56%	N/A

XLE vs TLT Drawdown Comparison

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

The maximum drawdown for TLT was -48.35%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current XLE drawdown is -10.97%. The current TLT drawdown is -40.15%.

Rank	XLE	TLT
#1	-71.26% Jun 23, 2014 - Mar 4, 2022	-48.35% Aug 4, 2020 - Oct 19, 2023
#2	-57.37% May 20, 2008 - May 20, 2013	-26.58% Dec 30, 2008 - Aug 18, 2011
#3	-41.54% May 18, 2001 - Jul 16, 2004	-20.48% Jul 25, 2012 - Dec 10, 2014
#4	-26.08% Jun 8, 2022 - Nov 1, 2022	-17.88% Jul 8, 2016 - Jul 2, 2019
#5	-20.15% Nov 22, 2024 - Jan 5, 2026	-15.80% Jan 30, 2015 - Jun 9, 2016
#6	-17.34% Nov 15, 2022 - Sep 8, 2023	-15.73% Mar 9, 2020 - Apr 21, 2020
#7	-16.88% Dec 26, 2007 - Apr 16, 2008	-15.69% Jun 13, 2003 - Dec 15, 2004
#8	-16.45% Sep 29, 2005 - Jan 13, 2006	-10.91% Oct 3, 2011 - Dec 19, 2011
#9	-15.99% Apr 21, 2006 - Nov 29, 2006	-10.82% Jun 30, 2005 - Nov 24, 2006
#10	-14.71% Jan 21, 2000 - Mar 29, 2000	-10.41% Dec 19, 2011 - May 17, 2012
#11	-14.14% Mar 8, 2001 - May 18, 2001	-8.63% Apr 21, 2020 - Jul 30, 2020
#12	-13.72% Mar 4, 2005 - Jun 16, 2005	-8.24% Aug 28, 2019 - Feb 20, 2020
#13	-13.33% Apr 5, 2024 - Nov 21, 2024	-8.03% Dec 4, 2006 - Aug 31, 2007
#14	-12.96% Sep 14, 2023 - Mar 18, 2024	-7.49% Mar 20, 2008 - Sep 4, 2008
#15	-12.44% Jul 19, 2007 - Sep 18, 2007	-6.68% Sep 24, 2002 - Feb 20, 2003

Correlation

Correlation between XLE and TLT is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (1999 - 2026)

XLE vs TLT dividend yield comparison.

Year	XLE	TLT
2026	0.69%	1.50%
2025	3.28%	4.43%
2024	3.36%	4.30%
2023	3.55%	3.38%
2022	3.68%	2.67%
2021	4.21%	1.50%
2020	5.62%	1.50%
2019	6.72%	2.27%
2018	3.54%	2.63%
2017	3.03%	2.43%
2016	2.26%	2.60%
2015	3.39%	2.61%
2014	2.35%	2.67%
2013	1.73%	3.26%
2012	1.82%	2.68%
2011	1.54%	3.30%
2010	1.46%	4.16%
2009	1.81%	4.05%
2008	1.85%	3.49%
2007	0.99%	4.50%
2006	1.24%	4.52%
2005	1.13%	4.55%
2004	1.42%	4.68%
2003	1.74%	5.30%
2002	2.16%	2.19%
2001	1.85%	0.00%
2000	1.45%	0.00%
1999	0.30%	0.00%