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XLEI vs. IXC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XLEI vs. IXC

Last updated Jun 24, 2026

XLEI (State Street Energy Select Sector SPDR Premium Income ETF) and IXC (iShares Global Energy ETF) are both Energy Equities funds - XLEI tracks the S&P Energy Select Sector while IXC tracks the S&P Global 1200 Energy Capped Index. Both are passively managed. Their correlation of 0.92 suggests significant overlap in exposure. XLEI charges 0.35%/yr vs 0.40%/yr for IXC.

Performance

XLEI vs. IXC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street Energy Select Sector SPDR Premium Income ETF (XLEI) and iShares Global Energy ETF (IXC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XLEI achieves a 14.83% return, which is significantly lower than IXC's 22.29% return.

XLEI

1D
0.44%
1M
-4.42%
YTD
14.83%
6M
15.67%
1Y
—
3Y*
—
5Y*
—
10Y*
—

IXC

1D
0.44%
1M
-8.68%
YTD
22.29%
6M
23.05%
1Y
31.78%
3Y*
16.38%
5Y*
17.77%
10Y*
9.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLEI vs. IXC - Yearly Performance Comparison

2026 (YTD)2025
XLEI
State Street Energy Select Sector SPDR Premium Income ETF		14.83%6.17%
IXC
iShares Global Energy ETF		22.29%4.34%

Correlation

The correlation between XLEI and IXC is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 30, 2025

0.92

XLEI vs. IXC - Sectors Allocation Comparison

Sectors
XLEI
IXC

Financial Services

100.3%

-

Energy

100.0%
100.0%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Healthcare

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Financial Services

XLEI
100.3%
IXC

-

Energy

XLEI
100.0%
IXC
100.0%

Basic Materials

XLEI

-

IXC

-

Communication Services

XLEI

-

IXC

-

Consumer Cyclical

XLEI

-

IXC

-

Consumer Defensive

XLEI

-

IXC

-

Healthcare

XLEI

-

IXC

-

Industrials

XLEI

-

IXC

-

Real Estate

XLEI

-

IXC

-

Technology

XLEI

-

IXC

-

Utilities

XLEI

-

IXC

-

Compare stocks, funds, or ETFs

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State Street Energy Select Sector SPDR Premium Income ETF

iShares Global Energy ETF

Often compared with XLEI:
XLEI vs. XLEXLEI vs. MLPIXLEI vs. IEOXLEI vs. RNWZXLEI vs. TNGYXLEI vs. XESXLEI vs. XOP
Often compared with IXC:
IXC vs. XLEIXC vs. VDEIXC vs. IYEIXC vs. OIHIXC vs. IUES.LIXC vs. DDMIXC vs. XDW0.DE

Return for Risk

XLEI vs. IXC — Risk / Return Rank

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

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IXC
IXC Risk / Return Rank: 4949
Overall Rank
IXC Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 4646
Sortino Ratio Rank
IXC Omega Ratio Rank: 4545
Omega Ratio Rank
IXC Calmar Ratio Rank: 5050
Calmar Ratio Rank
IXC Martin Ratio Rank: 5151
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.

XLEI vs. IXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street Energy Select Sector SPDR Premium Income ETF (XLEI) and iShares Global Energy ETF (IXC). 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.

XLEIIXCDifference
Sharpe ratioReturn per unit of total volatility

—

1.68

—

Sortino ratioReturn per unit of downside risk

—

2.22

—

Omega ratioGain probability vs. loss probability

—

1.28

—

Calmar ratioReturn relative to maximum drawdown

—

2.40

—

Martin ratioReturn relative to average drawdown

—

8.40

—

XLEI vs. IXC - Sharpe Ratio Comparison

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Drawdowns

XLEI vs. IXC - Drawdown Comparison

The maximum XLEI drawdown since its inception was -7.98%, smaller than the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for XLEI and IXC.

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Drawdown Indicators

XLEIIXCDifference

Max Drawdown

Largest peak-to-trough decline

-7.98%

-67.88%

+59.90%

Max Drawdown (1Y)

Largest decline over 1 year

—

-13.31%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-19.06%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-24.93%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-64.16%

—

Current Drawdown

Current decline from peak

-5.56%

-11.99%

+6.43%

Average Drawdown

Average peak-to-trough decline

-1.67%

-17.46%

+15.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.80%

—

Volatility

XLEI vs. IXC - Volatility Comparison

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Volatility by Period

XLEIIXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

6.54%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

15.76%

—

Volatility (1Y)

Calculated over the trailing 1-year period

13.89%

19.16%

-5.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.89%

23.48%

-9.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.89%

26.83%

-12.94%

XLEI vs. IXC - Expense Ratio Comparison

XLEI has a 0.35% expense ratio, which is lower than IXC's 0.40% expense ratio.

Dividends

XLEI vs. IXC - Dividend Comparison

XLEI's dividend yield for the trailing twelve months is around 17.40%, more than IXC's 3.11% yield.

PositionTTM20252024202320222021202020192018201720162015
IXC
iShares Global Energy ETF		3.11%3.68%4.56%3.45%4.76%3.98%4.86%7.00%3.51%3.05%2.86%3.77%
XLEI
State Street Energy Select Sector SPDR Premium Income ETF		17.40%10.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

With a correlation of 0.92, XLEI and IXC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, XLEI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XLEI is cheaper with a 0.35% expense ratio, compared with 0.40% for IXC.

XLEI has the higher dividend yield at 17.40%, compared with 3.11% for IXC.

XLEI tracks S&P Energy Select Sector, while IXC tracks S&P Global 1200 Energy Capped Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.35% for XLEI and 0.40% for IXC.

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