XLE vs XLI
Comparison between STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE, ETF) and STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) ETF (XLI, ETF).
XLE is from the Energy sector, while XLI is from the Industrials sector.
5-Year PerformanceXLE has outperformed XLI, delivering a return of +23.3% compared to +13.2%
XLE vs XLI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XLE
$36B
XLI
$34B
Expense Ratio
XLE
0.08%
XLI
0.08%
Max Drawdown
XLE
76.73%
Winner
XLI
63.34%
Sharpe Ratio
Winner
XLE
1.55
XLI
0.93
5Y Beta
Winner
XLE
0.51
XLI
0.90
P/E Ratio
Winner
XLE
22.09
XLI
32.84
Forward P/E
Winner
XLE
12.90
XLI
26.97
PEG Ratio
XLE
1.04
Winner
XLI
0.66
5Y Dividends CAGR
XLE
7.49%
Winner
XLI
9.42%
5Y EPS CAGR
Winner
XLE
18.62%
XLI
11.08%
Debt to Equity
Winner
XLE
48.83%
XLI
59.14%
P/S Ratio
Winner
XLE
1.67
XLI
3.23
P/B Ratio
Winner
XLE
2.51
XLI
7.36
XLE vs XLI - Holdings Comparison
XLE and XLI have 1 common holdings. Overlap is 0.00%
XLE's top 25 holdings weight is 99.99%. XLI's top 25 holdings weight is 65.55%.
| Rank | XLE | XLI |
|---|---|---|
| #1 | EXXONMOBIL HOLDINGS CORP (XOM) - 20.16% | CATERPILLAR INC (CAT) - 7.52% |
| #2 | CHEVRON CORP (CVX) - 14.83% | GE AEROSPACE (GE) - 6.72% |
| #3 | CONOCOPHILLIPS (COP) - 5.92% | GE VERNOVA INC (GEV) - 5.07% |
| #4 | MARATHON PETROLEUM CORP (MPC) - 4.91% | RTX CORP (RTX) - 4.71% |
| #5 | PHILLIPS 66 (PSX) - 4.79% | BOEING CO (BA) - 3.07% |
| #6 | VALERO ENERGY CORP (VLO) - 4.67% | UNION PACIFIC CORP (UNP) - 3.06% |
| #7 | EOG RESOURCES INC (EOG) - 4.43% | EATON CORP PLC (ETN) - 2.86% |
| #8 | SLB LTD (SLB) - 4.36% | DEERE & CO (DE) - 2.65% |
| #9 | WILLIAMS COMPANIES INC (WMB) - 4.23% | UBER TECHNOLOGIES INC (UBER) - 2.64% |
| #10 | KINDER MORGAN INC CLASS P (KMI) - 4.12% | PARKER HANNIFIN CORP (PH) - 2.15% |
| #11 | TARGA RESOURCES CORP (TRGP) - 3.90% | VERTIV HOLDINGS CO CLASS A (VRT) - 2.09% |
| #12 | ONEOK INC (OKE) - 3.75% | HOWMET AEROSPACE INC (HWM) - 2.00% |
| #13 | BAKER HUGHES CO CLASS A (BKR) - 3.71% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.90% |
| #14 | DEVON ENERGY CORP (DVN) - 3.23% | LOCKHEED MARTIN CORP (LMT) - 1.87% |
| #15 | OCCIDENTAL PETROLEUM CORP (OXY) - 2.55% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.77% |
| #16 | DIAMONDBACK ENERGY INC (FANG) - 2.41% | QUANTA SERVICES INC (PWR) - 1.74% |
| #17 | EQT CORP (EQT) - 2.01% | GENERAL DYNAMICS CORP (GD) - 1.66% |
| #18 | HALLIBURTON CO (HAL) - 1.92% | CSX CORP (CSX) - 1.64% |
| #19 | TEXAS PACIFIC LAND CORP (TPL) - 1.57% | CUMMINS INC (CMI) - 1.64% |
| #20 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.37% | n/a (JCI) - 1.56% |
| #21 | APA CORP (APA) - 0.79% | WASTE MANAGEMENT INC (WM) - 1.54% |
| #22 | XAE ENERGY SEP26 XCME 20260918 (n/a) - 0.18% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.51% |
| #23 | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.17% | 3M CO (MMM) - 1.50% |
| #24 | US DOLLAR (n/a) - 0.01% | EMERSON ELECTRIC CO (EMR) - 1.36% |
| #25 | N/A | NORFOLK SOUTHERN CORP (NSC) - 1.32% |
| Total Holdings | 24 | 84 |
XLE vs XLI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLE
+8.21%
XLI
-1.73%
3M
Winner
XLE
+5.45%
XLI
+4.47%
6M
Winner
XLE
+21.64%
XLI
+7.96%
1Y
Winner
XLE
+41.78%
XLI
+20.10%
5Y(CAGR)
Winner
XLE
+23.28%
XLI
+13.22%
10Y(CAGR)
XLE
+9.95%
Winner
XLI
+13.82%
Max(CAGR)
XLE
+8.45%
Winner
XLI
+9.23%
XLE vs XLI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLE | XLI |
|---|---|---|
| 2026 | +29.90% | +13.68% |
| 2025 | +6.64% | +19.75% |
| 2024 | +4.40% | +18.50% |
| 2023 | +2.97% | +17.87% |
| 2022 | +59.24% | -4.80% |
| 2021 | +53.07% | +24.08% |
| 2020 | -33.12% | +8.90% |
| 2019 | +9.58% | +28.43% |
| 2018 | -19.53% | -13.75% |
| 2017 | -2.00% | +23.23% |
| 2016 | +28.06% | +21.64% |
| 2015 | -21.84% | -4.19% |
| 2014 | -7.38% | +11.92% |
| 2013 | +23.53% | +37.25% |
| 2012 | +2.36% | +12.46% |
| 2011 | +2.08% | -1.82% |
| 2010 | +18.05% | +25.43% |
| 2009 | +16.01% | +17.74% |
| 2008 | -39.08% | -37.71% |
| 2007 | +41.83% | +12.77% |
| 2006 | +12.74% | +13.25% |
| 2005 | +45.54% | +3.64% |
| 2004 | +33.98% | +17.84% |
| 2003 | +23.23% | +28.54% |
| 2002 | -14.05% | -24.58% |
| 2001 | -18.34% | -6.01% |
| 2000 | +26.90% | +9.58% |
| 1999 | +0.56% | +8.76% |
XLE vs XLI Drawdown Comparison
The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.
The maximum drawdown for XLI was -62.27%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The current XLE drawdown is -5.82%. The current XLI drawdown is -3.72%.
| Rank | XLE | XLI |
|---|---|---|
| #1 | -71.26% Jun 23, 2014 - Mar 4, 2022 | -62.27% Oct 9, 2007 - Apr 29, 2011 |
| #2 | -57.37% May 20, 2008 - May 20, 2013 | -43.29% Dec 11, 2000 - Dec 1, 2004 |
| #3 | -41.54% May 18, 2001 - Jul 16, 2004 | -42.31% Feb 12, 2020 - Nov 9, 2020 |
| #4 | -26.08% Jun 8, 2022 - Nov 1, 2022 | -25.84% Apr 29, 2011 - Mar 15, 2012 |
| #5 | -20.15% Nov 22, 2024 - Jan 5, 2026 | -24.10% Sep 21, 2018 - Jul 24, 2019 |
| #6 | -17.34% Nov 15, 2022 - Sep 8, 2023 | -21.66% Jan 4, 2022 - Jun 15, 2023 |
| #7 | -16.88% Dec 26, 2007 - Apr 16, 2008 | -18.50% Nov 29, 2024 - May 16, 2025 |
| #8 | -16.45% Sep 29, 2005 - Jan 13, 2006 | -15.69% Feb 20, 2015 - Apr 27, 2016 |
| #9 | -15.99% Apr 21, 2006 - Nov 29, 2006 | -14.93% Dec 31, 1999 - Apr 7, 2000 |
| #10 | -14.98% Mar 27, 2026 - Jul 1, 2026 | -12.57% Aug 1, 2023 - Dec 12, 2023 |
| #11 | -14.71% Jan 21, 2000 - Mar 29, 2000 | -12.44% May 5, 2006 - Nov 16, 2006 |
| #12 | -14.14% Mar 8, 2001 - May 18, 2001 | -12.22% Mar 2, 2026 - Jun 15, 2026 |
| #13 | -13.72% Mar 4, 2005 - Jun 16, 2005 | -12.16% Mar 16, 2012 - Dec 10, 2012 |
| #14 | -13.33% Apr 5, 2024 - Nov 21, 2024 | -11.41% May 16, 2000 - Aug 11, 2000 |
| #15 | -12.96% Sep 14, 2023 - Mar 18, 2024 | -11.30% Jan 26, 2018 - Sep 21, 2018 |
Correlation
Correlation between XLE and XLI is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (1999 - 2026)
XLE vs XLI dividend yield comparison.
| Year | XLE | XLI |
|---|---|---|
| 2026 | 1.32% | 0.50% |
| 2025 | 3.28% | 1.29% |
| 2024 | 3.36% | 1.44% |
| 2023 | 3.55% | 1.63% |
| 2022 | 3.68% | 1.63% |
| 2021 | 4.21% | 1.25% |
| 2020 | 5.62% | 1.55% |
| 2019 | 6.72% | 1.94% |
| 2018 | 3.54% | 2.15% |
| 2017 | 3.03% | 1.77% |
| 2016 | 2.26% | 2.07% |
| 2015 | 3.39% | 2.15% |
| 2014 | 2.35% | 1.85% |
| 2013 | 1.73% | 1.67% |
| 2012 | 1.82% | 2.27% |
| 2011 | 1.54% | 2.16% |
| 2010 | 1.46% | 1.68% |
| 2009 | 1.81% | 2.32% |
| 2008 | 1.85% | 3.10% |
| 2007 | 0.99% | 1.45% |
| 2006 | 1.24% | 2.22% |
| 2005 | 1.13% | 1.56% |
| 2004 | 1.42% | 1.30% |
| 2003 | 1.74% | 1.28% |
| 2002 | 2.16% | 1.60% |
| 2001 | 1.85% | 1.23% |
| 2000 | 1.45% | 1.06% |
| 1999 | 0.30% | 0.66% |
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