FTOH vs. XLE
FTOH (Franklin Ohio Municipal Income ETF) and XLE (State Street Energy Select Sector SPDR ETF) are both exchange-traded funds - FTOH is a Municipal Bonds fund tracking the Actively Managed, while XLE is a Energy Equities fund tracking the Energy Select Sector Index. Both are passively managed. Their -0.19 correlation means they have often moved in opposite directions in the past. FTOH charges 0.35%/yr vs 0.08%/yr for XLE.
Performance
FTOH vs. XLE - Performance Comparison
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Returns By Period
In the year-to-date period, FTOH achieves a 1.28% return, which is significantly lower than XLE's 35.03% return.
FTOH
- 1D
- -0.24%
- 1M
- -1.54%
- 6M
- 0.79%
- YTD
- 1.28%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
XLE
- 1D
- 1.00%
- 1M
- 11.89%
- 6M
- 18.26%
- YTD
- 35.03%
- 1Y
- 43.49%
- 3Y*
- 14.62%
- 5Y*
- 23.67%
- 10Y*
- 10.52%
- ALL TIME*
- 8.87%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $275.54K | $320.00K | $312.80K | |
| $1.70B | $1.73B | $1.97B |
FTOH vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
FTOH Franklin Ohio Municipal Income ETF | 1.28% | 0.08% |
XLE State Street Energy Select Sector SPDR ETF | 35.03% | 0.72% |
Correlation
The correlation between FTOH and XLE is -0.19, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 10, 2025 | -0.19 |
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Return for Risk
FTOH vs. XLE — Risk / Return Rank
FTOH
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XLE
FTOH vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Ohio Municipal Income ETF (FTOH) and State Street Energy Select Sector SPDR ETF (XLE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FTOH | XLE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.74 | — |
| Martin ratioReturn relative to average drawdown | — | 7.32 | — |
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Drawdowns
FTOH vs. XLE - Drawdown Comparison
The maximum FTOH drawdown since its inception was -2.59%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for FTOH and XLE.
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Drawdown Indicators
| FTOH | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.59% | -71.26% | +68.67% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.98% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.14% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.04% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -66.81% | — |
Current DrawdownCurrent decline from peak | -1.71% | -4.13% | +2.42% |
Average DrawdownAverage peak-to-trough decline | -0.55% | -17.93% | +17.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.62% | — |
Volatility
FTOH vs. XLE - Volatility Comparison
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Volatility by Period
| FTOH | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.85% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.71% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.48% | 21.05% | -17.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.48% | 25.77% | -22.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.48% | 29.57% | -26.09% |
FTOH vs. XLE - Expense Ratio Comparison
FTOH has a 0.35% expense ratio, which is higher than XLE's 0.08% expense ratio.
Dividends
FTOH vs. XLE - Dividend Comparison
FTOH's dividend yield for the trailing twelve months is around 2.57%, which matches XLE's 2.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTOH Franklin Ohio Municipal Income ETF | 2.57% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLE State Street Energy Select Sector SPDR ETF | 2.55% | 3.28% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 6.72% | 3.54% | 3.03% | 2.26% | 3.39% |
Frequently Asked Questions
FTOH and XLE have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLE is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLE is cheaper with a 0.08% expense ratio, compared with 0.35% for FTOH.
FTOH has the higher dividend yield at 2.57%, compared with 2.55% for XLE.
FTOH is categorized as Municipal Bonds, while XLE is Energy Equities. FTOH tracks Actively Managed, while XLE tracks Energy Select Sector Index. They also come from different issuers: Franklin Templeton and State Street. Their fees differ too: 0.35% for FTOH and 0.08% for XLE.
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