MYMH vs. XLE
MYMH (State Street My2028 Municipal Bond ETF) and XLE (State Street Energy Select Sector SPDR ETF) are both exchange-traded funds - MYMH is a Municipal Bonds fund actively managed by State Street, while XLE is a Energy Equities fund tracking the Energy Select Sector Index. MYMH is actively managed, while XLE is passively managed. Over the past year, MYMH returned 4.05% vs 45.00% for XLE. At a correlation of -0.06, they often move in opposite directions. MYMH charges 0.20%/yr vs 0.08%/yr for XLE.
Performance
MYMH vs. XLE - Performance Comparison
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Returns By Period
In the year-to-date period, MYMH achieves a 0.75% return, which is significantly lower than XLE's 32.17% return.
MYMH
- 1D
- 0.02%
- 1M
- 0.30%
- YTD
- 0.75%
- 6M
- 1.03%
- 1Y
- 4.05%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XLE
- 1D
- 1.29%
- 1M
- -1.14%
- YTD
- 32.17%
- 6M
- 29.80%
- 1Y
- 45.00%
- 3Y*
- 17.46%
- 5Y*
- 20.44%
- 10Y*
- 10.22%
MYMH vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MYMH State Street My2028 Municipal Bond ETF | 0.75% | 3.21% | -0.96% |
XLE State Street Energy Select Sector SPDR ETF | 32.17% | 7.88% | -2.84% |
Correlation
The correlation between MYMH and XLE is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.07 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2024 | -0.06 |
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Return for Risk
MYMH vs. XLE — Risk / Return Rank
MYMH
XLE
MYMH vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street My2028 Municipal Bond ETF (MYMH) 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.
| MYMH | XLE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +2.13 | ||
| Omega ratioGain probability vs. loss probability | 1.79 | 1.35 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 4.53 | 3.75 | +0.78 |
| Martin ratioReturn relative to average drawdown | 12.67 | 10.92 | +1.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MYMH | XLE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.15 | 2.21 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.79 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.31 | +0.37 |
Drawdowns
MYMH vs. XLE - Drawdown Comparison
The maximum MYMH drawdown since its inception was -2.67%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for MYMH and XLE.
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Drawdown Indicators
| MYMH | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.67% | -71.26% | +68.59% |
Max Drawdown (1Y)Largest decline over 1 year | -0.90% | -12.05% | +11.15% |
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 | -0.42% | -6.15% | +5.73% |
Average DrawdownAverage peak-to-trough decline | -0.51% | -17.98% | +17.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.32% | 4.14% | -3.82% |
Volatility
MYMH vs. XLE - Volatility Comparison
The current volatility for State Street My2028 Municipal Bond ETF (MYMH) is 0.26%, while State Street Energy Select Sector SPDR ETF (XLE) has a volatility of 8.25%. This indicates that MYMH experiences smaller price fluctuations and is considered to be less risky than XLE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MYMH | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.26% | 8.25% | -7.99% |
Volatility (6M)Calculated over the trailing 6-month period | 0.89% | 16.58% | -15.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.29% | 20.53% | -19.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.62% | 26.02% | -23.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.62% | 29.59% | -26.97% |
MYMH vs. XLE - Expense Ratio Comparison
MYMH has a 0.20% expense ratio, which is higher than XLE's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
MYMH vs. XLE - Dividend Comparison
MYMH's dividend yield for the trailing twelve months is around 2.91%, more than XLE's 2.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYMH State Street My2028 Municipal Bond ETF | 2.91% | 3.01% | 0.88% | 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 | 2.54% | 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
MYMH and XLE have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XLE has higher volatility (8.25%) compared to MYMH (0.26%). In terms of maximum drawdown, MYMH dropped -2.67% vs XLE's -71.26%.
On 1-year performance, XLE leads with 45.00% vs 4.05% for MYMH. On fees, XLE is cheaper at 0.08% per year. On volatility, MYMH has been the lower-risk option at 0.26%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XLE has performed better with a 45.00% return vs 4.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XLE is cheaper with a 0.08% expense ratio, compared with 0.20% for MYMH.
MYMH has the higher dividend yield at 2.91%, compared with 2.54% for XLE.
MYMH is categorized as Municipal Bonds, while XLE is Energy Equities. Their fees differ too: 0.20% for MYMH and 0.08% for XLE.
MYMH currently has the higher Sharpe Ratio (3.15 vs 2.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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