XLE vs. VOO
Compare and contrast key facts about Energy Select Sector SPDR Fund (XLE) and Vanguard S&P 500 ETF (VOO).
XLE and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both XLE and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XLE or VOO.
Correlation
The correlation between XLE and VOO is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XLE vs. VOO - Performance Comparison
Key characteristics
XLE:
-0.46
VOO:
0.54
XLE:
-0.45
VOO:
0.88
XLE:
0.93
VOO:
1.13
XLE:
-0.57
VOO:
0.55
XLE:
-1.52
VOO:
2.27
XLE:
7.53%
VOO:
4.55%
XLE:
25.08%
VOO:
19.19%
XLE:
-71.54%
VOO:
-33.99%
XLE:
-13.92%
VOO:
-9.90%
Returns By Period
In the year-to-date period, XLE achieves a -3.07% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, XLE has underperformed VOO with an annualized return of 4.00%, while VOO has yielded a comparatively higher 12.24% annualized return.
XLE
-3.07%
-10.86%
-6.73%
-11.11%
22.95%
4.00%
VOO
-5.74%
-0.92%
-4.28%
9.78%
15.84%
12.24%
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XLE vs. VOO - Expense Ratio Comparison
XLE has a 0.13% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
XLE vs. VOO — Risk-Adjusted Performance Rank
XLE
VOO
XLE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Energy Select Sector SPDR Fund (XLE) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
XLE vs. VOO - Dividend Comparison
XLE's dividend yield for the trailing twelve months is around 3.47%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLE Energy Select Sector SPDR Fund | 3.47% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
XLE vs. VOO - Drawdown Comparison
The maximum XLE drawdown since its inception was -71.54%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for XLE and VOO. For additional features, visit the drawdowns tool.
Volatility
XLE vs. VOO - Volatility Comparison
Energy Select Sector SPDR Fund (XLE) has a higher volatility of 17.44% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. This indicates that XLE's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.