PWRZ vs. XLE
PWRZ (TrueShares Eagle Global Next Gen Power Infrastructure ETF) and XLE (State Street Energy Select Sector SPDR ETF) are both exchange-traded funds - PWRZ is a Infrastructure Equities fund actively managed by TrueShares, while XLE is a Energy Equities fund tracking the Energy Select Sector Index. PWRZ is actively managed, while XLE is passively managed. Their 0.48 correlation means their historical movements had little consistent relationship. PWRZ charges 0.75%/yr vs 0.08%/yr for XLE.
Performance
PWRZ vs. XLE - Performance Comparison
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Returns By Period
PWRZ
- 1D
- -0.89%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
XLE
- 1D
- 1.88%
- 1M
- 9.46%
- 6M
- 18.80%
- YTD
- 32.99%
- 1Y
- 35.98%
- 3Y*
- 14.58%
- 5Y*
- 23.29%
- 10Y*
- 10.08%
- ALL TIME*
- 8.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.57K | $7.64K | $7.64K | |
| $1.76B | $1.75B | $1.99B |
PWRZ vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | -2.28% |
XLE State Street Energy Select Sector SPDR ETF | 6.99% |
Correlation
The correlation between PWRZ and XLE is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 10, 2026 | 0.48 |
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Return for Risk
PWRZ vs. XLE — Risk / Return Rank
PWRZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XLE
PWRZ vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) 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.
| PWRZ | XLE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.28 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.41 | — |
| Martin ratioReturn relative to average drawdown | — | 6.42 | — |
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Drawdowns
PWRZ vs. XLE - Drawdown Comparison
The maximum PWRZ drawdown since its inception was -3.62%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for PWRZ and XLE.
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Drawdown Indicators
| PWRZ | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.62% | -71.26% | +67.64% |
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 | -3.62% | -5.57% | +1.95% |
Average DrawdownAverage peak-to-trough decline | -1.03% | -17.93% | +16.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.67% | — |
Volatility
PWRZ vs. XLE - Volatility Comparison
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Volatility by Period
| PWRZ | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.09% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.71% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.99% | 21.11% | -9.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.99% | 25.79% | -13.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.99% | 29.59% | -17.60% |
PWRZ vs. XLE - Expense Ratio Comparison
PWRZ has a 0.75% expense ratio, which is higher than XLE's 0.08% expense ratio.
Dividends
PWRZ vs. XLE - Dividend Comparison
PWRZ has not paid dividends to shareholders, while XLE's dividend yield for the trailing twelve months is around 2.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | 0.00% | 0.00% | 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 | 2.59% | 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
PWRZ and XLE have a correlation of 0.48, 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 0.75% for PWRZ.
XLE has the higher dividend yield at 2.59%, compared with 0.00% for PWRZ.
PWRZ is categorized as Infrastructure Equities, while XLE is Energy Equities. They also come from different issuers: TrueShares and State Street. Their fees differ too: 0.75% for PWRZ and 0.08% for XLE.
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