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XLE vs. VSDB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XLE vs. VSDB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Energy Select Sector SPDR ETF (XLE) and Vanguard Short Duration Bond ETF Shares (VSDB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XLE achieves a 32.26% return, which is significantly higher than VSDB's 1.00% return.


XLE

1D
0.07%
1M
-1.18%
YTD
32.26%
6M
29.34%
1Y
47.98%
3Y*
17.74%
5Y*
20.45%
10Y*
9.99%

VSDB

1D
0.06%
1M
0.25%
YTD
1.00%
6M
1.50%
1Y
5.06%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLE vs. VSDB - Yearly Performance Comparison


Correlation

The correlation between XLE and VSDB is -0.26, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.26

Correlation (All Time)
Calculated using the full available price history since Apr 4, 2025

-0.22

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Return for Risk

XLE vs. VSDB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XLE
XLE Risk / Return Rank: 7070
Overall Rank
XLE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
XLE Sortino Ratio Rank: 6767
Sortino Ratio Rank
XLE Omega Ratio Rank: 6464
Omega Ratio Rank
XLE Calmar Ratio Rank: 7979
Calmar Ratio Rank
XLE Martin Ratio Rank: 6565
Martin Ratio Rank

VSDB
VSDB Risk / Return Rank: 8585
Overall Rank
VSDB Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
VSDB Sortino Ratio Rank: 9393
Sortino Ratio Rank
VSDB Omega Ratio Rank: 9292
Omega Ratio Rank
VSDB Calmar Ratio Rank: 7272
Calmar Ratio Rank
VSDB Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XLE vs. VSDB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Energy Select Sector SPDR ETF (XLE) and Vanguard Short Duration Bond ETF Shares (VSDB). 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.


XLEVSDBDifference
Sharpe ratioReturn per unit of total volatility

-0.58

Sortino ratioReturn per unit of downside risk

-1.59

Omega ratioGain probability vs. loss probability

1.38

1.61

-0.23

Calmar ratioReturn relative to maximum drawdown

4.00

3.57

+0.43

Martin ratioReturn relative to average drawdown

11.60

15.78

-4.18

XLE vs. VSDB - Sharpe Ratio Comparison

The current XLE Sharpe Ratio is 2.36, which is comparable to the VSDB Sharpe Ratio of 2.94. The chart below compares the historical Sharpe Ratios of XLE and VSDB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


XLEVSDBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.36

2.94

-0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

2.68

-2.37

Drawdowns

XLE vs. VSDB - Drawdown Comparison

The maximum XLE drawdown since its inception was -71.26%, which is greater than VSDB's maximum drawdown of -1.42%. Use the drawdown chart below to compare losses from any high point for XLE and VSDB.


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Drawdown Indicators


XLEVSDBDifference

Max Drawdown

Largest peak-to-trough decline

-71.26%

-1.42%

-69.84%

Max Drawdown (1Y)

Largest decline over 1 year

-12.05%

-1.42%

-10.63%

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 Drawdown

Current decline from peak

-6.09%

-0.10%

-5.99%

Average Drawdown

Average peak-to-trough decline

-17.98%

-0.19%

-17.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.15%

0.32%

+3.83%

Volatility

XLE vs. VSDB - Volatility Comparison

State Street Energy Select Sector SPDR ETF (XLE) has a higher volatility of 8.25% compared to Vanguard Short Duration Bond ETF Shares (VSDB) at 0.55%. This indicates that XLE's price experiences larger fluctuations and is considered to be riskier than VSDB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XLEVSDBDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.25%

0.55%

+7.70%

Volatility (6M)

Calculated over the trailing 6-month period

16.51%

1.35%

+15.16%

Volatility (1Y)

Calculated over the trailing 1-year period

20.50%

1.75%

+18.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.01%

1.89%

+24.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.58%

1.89%

+27.69%

XLE vs. VSDB - Expense Ratio Comparison

XLE has a 0.08% expense ratio, which is lower than VSDB's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

XLE vs. VSDB - Dividend Comparison

XLE's dividend yield for the trailing twelve months is around 2.54%, less than VSDB's 4.16% yield.


PositionTTM20252024202320222021202020192018201720162015
VSDB
Vanguard Short Duration Bond ETF Shares
4.16%3.30%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
2.54%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


XLE and VSDB have a correlation of -0.26, 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 VSDB (0.55%). In terms of maximum drawdown, XLE dropped -71.26% vs VSDB's -1.42%.

On 1-year performance, XLE leads with 47.98% vs 5.06% for VSDB. On fees, XLE is cheaper at 0.08% per year. On volatility, VSDB has been the lower-risk option at 0.55%. 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 47.98% return vs 5.06%. 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 0.15% for VSDB.

VSDB has the higher dividend yield at 4.16%, compared with 2.54% for XLE.

XLE is categorized as Energy Equities, while VSDB is Short-Term Bond. They also come from different issuers: State Street and Vanguard. Their fees differ too: 0.08% for XLE and 0.15% for VSDB.

VSDB currently has the higher Sharpe Ratio (2.94 vs 2.36), 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.

Portfolio Optimizer

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