XLE vs VTEB

Comparison between THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF) and VANGUARD TAX-EXEMPT BOND INDEX FUND ETF SHARES (VTEB, ETF).

5-Year PerformanceXLE has outperformed VTEB, delivering a return of +20.1% compared to +0.9%

XLE vs VTEB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XLE(ETF)	VTEB(ETF)
Net Assets	$44B	$44B
Expense Ratio	0.08%	0.03%
Max Drawdown	76.73%	17.00%
Sharpe Ratio	1.70	0.80
5Y Beta	0.58	0.03
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%	11.72%
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

XLE

$44B

Winner

VTEB

$44B

Expense Ratio

XLE

0.08%

Winner

VTEB

0.03%

Max Drawdown

XLE

76.73%

Winner

VTEB

17.00%

Sharpe Ratio

Winner

XLE

1.70

VTEB

0.80

5Y Beta

XLE

0.58

Winner

VTEB

0.03

P/E Ratio

XLE

21.71

VTEB

N/A

Forward P/E

XLE

14.75

VTEB

N/A

PEG Ratio

XLE

1.16

VTEB

N/A

5Y Dividends CAGR

XLE

6.90%

Winner

VTEB

11.72%

5Y EPS CAGR

XLE

20.78%

VTEB

N/A

Debt to Equity

XLE

36.28%

VTEB

N/A

P/S Ratio

XLE

1.65

VTEB

N/A

P/B Ratio

XLE

2.56

VTEB

N/A

XLE vs VTEB - Historical Returns

Returns include dividend reinvestment.

Period	XLE	VTEB
1 month	-4.05%	+0.52%
3 months	+4.51%	+0.03%
6 months	+26.27%	+1.49%
1 year	+40.89%	+6.27%
5 years(CAGR)	+20.06%	+0.88%
10 years(CAGR)	+10.03%	+2.09%
Max(CAGR)	+8.29%	+2.39%

XLE

-4.05%

Winner

VTEB

+0.52%

Winner

XLE

+4.51%

VTEB

+0.03%

Winner

XLE

+26.27%

VTEB

+1.49%

Winner

XLE

+40.89%

VTEB

+6.27%

5Y(CAGR)

Winner

XLE

+20.06%

VTEB

+0.88%

10Y(CAGR)

Winner

XLE

+10.03%

VTEB

+2.09%

Max(CAGR)

Winner

XLE

+8.29%

VTEB

+2.39%

XLE vs VTEB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XLE	VTEB
2026	+22.80%	+0.90%
2025	+6.64%	+3.58%
2024	+4.40%	+1.63%
2023	+2.97%	+5.87%
2022	+59.24%	-7.95%
2021	+53.07%	+1.14%
2020	-33.12%	+5.08%
2019	+9.58%	+7.32%
2018	-19.53%	+1.20%
2017	-2.00%	+5.10%
2016	+28.06%	+0.06%
2015	-21.84%	+2.44%
2014	-7.38%	N/A
2013	+23.53%	N/A
2012	+2.36%	N/A
2011	+2.08%	N/A
2010	+18.05%	N/A
2009	+16.01%	N/A
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 VTEB Drawdown Comparison

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

The maximum drawdown for VTEB was -17.00%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.

The current XLE drawdown is -10.97%. The current VTEB drawdown is -0.91%.

Rank	XLE	VTEB
#1	-71.26% Jun 23, 2014 - Mar 4, 2022	-17.00% Mar 9, 2020 - Jul 30, 2020
#2	-57.37% May 20, 2008 - May 20, 2013	-12.64% Jul 22, 2021 - Dec 4, 2024
#3	-41.54% May 18, 2001 - Jul 16, 2004	-5.82% Jul 5, 2016 - Aug 23, 2017
#4	-26.08% Jun 8, 2022 - Nov 1, 2022	-4.76% Dec 6, 2024 - Sep 11, 2025
#5	-20.15% Nov 22, 2024 - Jan 5, 2026	-2.71% Feb 27, 2026 - Mar 24, 2026
#6	-17.34% Nov 15, 2022 - Sep 8, 2023	-2.27% Dec 6, 2017 - Dec 7, 2018
#7	-16.88% Dec 26, 2007 - Apr 16, 2008	-2.04% Feb 10, 2021 - Jun 4, 2021
#8	-16.45% Sep 29, 2005 - Jan 13, 2006	-1.57% Aug 15, 2019 - Jan 3, 2020
#9	-15.99% Apr 21, 2006 - Nov 29, 2006	-1.40% Aug 10, 2020 - Nov 19, 2020
#10	-14.71% Jan 21, 2000 - Mar 29, 2000	-1.14% Sep 8, 2017 - Dec 6, 2017
#11	-14.14% Mar 8, 2001 - May 18, 2001	-0.95% Feb 11, 2016 - Apr 5, 2016
#12	-13.72% Mar 4, 2005 - Jun 16, 2005	-0.82% Aug 25, 2015 - Sep 24, 2015
#13	-13.33% Apr 5, 2024 - Nov 21, 2024	-0.63% Jun 16, 2016 - Jun 24, 2016
#14	-12.96% Sep 14, 2023 - Mar 18, 2024	-0.54% Oct 30, 2015 - Nov 20, 2015
#15	-12.44% Jul 19, 2007 - Sep 18, 2007	-0.52% Jun 10, 2021 - Jul 7, 2021

Correlation

Correlation between XLE and VTEB is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (1999 - 2026)

XLE vs VTEB dividend yield comparison.

Year	XLE	VTEB
2026	0.69%	1.14%
2025	3.28%	3.29%
2024	3.36%	3.14%
2023	3.55%	2.79%
2022	3.68%	2.09%
2021	4.21%	1.64%
2020	5.62%	1.99%
2019	6.72%	2.30%
2018	3.54%	2.25%
2017	3.03%	1.96%
2016	2.26%	1.66%
2015	3.39%	0.58%
2014	2.35%	0.00%
2013	1.73%	0.00%
2012	1.82%	0.00%
2011	1.54%	0.00%
2010	1.46%	0.00%
2009	1.81%	0.00%
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%