Correlation
The correlation between XLE and XLU is 0.50, 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.
XLE vs. XLU
Compare and contrast key facts about Energy Select Sector SPDR Fund (XLE) and Utilities Select Sector SPDR Fund (XLU).
XLE and XLU 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. XLU is a passively managed fund by State Street that tracks the performance of the Utilities Select Sector Index. It was launched on Dec 16, 1998. Both XLE and XLU 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 XLU.
Performance
XLE vs. XLU - Performance Comparison
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Key characteristics
XLE:
-0.34
XLU:
0.94
XLE:
-0.23
XLU:
1.42
XLE:
0.97
XLU:
1.18
XLE:
-0.38
XLU:
1.64
XLE:
-0.97
XLU:
4.20
XLE:
7.80%
XLU:
4.10%
XLE:
25.29%
XLU:
17.38%
XLE:
-71.54%
XLU:
-52.27%
XLE:
-14.69%
XLU:
-2.71%
Returns By Period
In the year-to-date period, XLE achieves a -3.94% return, which is significantly lower than XLU's 7.15% return. Over the past 10 years, XLE has underperformed XLU with an annualized return of 4.45%, while XLU has yielded a comparatively higher 9.63% annualized return.
XLE
-3.94%
-1.59%
-12.77%
-8.64%
0.93%
20.95%
4.45%
XLU
7.15%
2.34%
-1.36%
16.19%
5.49%
9.55%
9.63%
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XLE vs. XLU - Expense Ratio Comparison
Both XLE and XLU have an expense ratio of 0.13%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
XLE vs. XLU — Risk-Adjusted Performance Rank
XLE
XLU
XLE vs. XLU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Energy Select Sector SPDR Fund (XLE) and Utilities Select Sector SPDR Fund (XLU). 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.
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Dividends
XLE vs. XLU - Dividend Comparison
XLE's dividend yield for the trailing twelve months is around 3.50%, more than XLU's 2.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLE Energy Select Sector SPDR Fund | 3.50% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% |
XLU Utilities Select Sector SPDR Fund | 2.83% | 2.96% | 3.39% | 2.92% | 2.79% | 3.14% | 2.95% | 3.33% | 3.33% | 3.42% | 3.67% | 3.19% |
Drawdowns
XLE vs. XLU - Drawdown Comparison
The maximum XLE drawdown since its inception was -71.54%, which is greater than XLU's maximum drawdown of -52.27%. Use the drawdown chart below to compare losses from any high point for XLE and XLU.
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Volatility
XLE vs. XLU - Volatility Comparison
Energy Select Sector SPDR Fund (XLE) has a higher volatility of 5.93% compared to Utilities Select Sector SPDR Fund (XLU) at 4.63%. This indicates that XLE's price experiences larger fluctuations and is considered to be riskier than XLU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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