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XLEI vs. XLE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XLEI vs. XLE

Last updated Jun 23, 2026

XLEI (State Street Energy Select Sector SPDR Premium Income ETF) and XLE (State Street Energy Select Sector SPDR ETF) are both Energy Equities funds from State Street - XLEI tracks the S&P Energy Select Sector while XLE tracks the Energy Select Sector Index. Both are passively managed. Their correlation of 0.95 suggests significant overlap in exposure. XLEI charges 0.35%/yr vs 0.08%/yr for XLE.

Performance

XLEI vs. XLE - 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 State Street Energy Select Sector SPDR ETF (XLE). 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 14.33% return, which is significantly lower than XLE's 22.58% return.

XLEI

1D
1.50%
1M
-4.84%
YTD
14.33%
6M
15.70%
1Y
—
3Y*
—
5Y*
—
10Y*
—

XLE

1D
1.26%
1M
-8.47%
YTD
22.58%
6M
23.97%
1Y
26.32%
3Y*
15.44%
5Y*
18.90%
10Y*
9.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLEI vs. XLE - Yearly Performance Comparison

2026 (YTD)2025
XLEI
State Street Energy Select Sector SPDR Premium Income ETF		14.33%6.17%
XLE
State Street Energy Select Sector SPDR ETF		22.58%2.25%

Correlation

The correlation between XLEI and XLE is 0.95, 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

0.95

XLEI vs. XLE - Sectors Allocation Comparison

Sectors
XLEI
XLE

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%
XLE

-

Energy

XLEI
100.0%
XLE
100.0%

Basic Materials

XLEI

-

XLE

-

Communication Services

XLEI

-

XLE

-

Consumer Cyclical

XLEI

-

XLE

-

Consumer Defensive

XLEI

-

XLE

-

Healthcare

XLEI

-

XLE

-

Industrials

XLEI

-

XLE

-

Real Estate

XLEI

-

XLE

-

Technology

XLEI

-

XLE

-

Utilities

XLEI

-

XLE

-

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State Street Energy Select Sector SPDR Premium Income ETF

State Street Energy Select Sector SPDR ETF

Often compared with XLEI:
XLEI vs. MLPIXLEI vs. IEOXLEI vs. RNWZXLEI vs. TNGYXLEI vs. XESXLEI vs. XOPXLEI vs. NBET
Often compared with XLE:
XLE vs. VDEXLE vs. USOXLE vs. XOPXLE vs. XLUXLE vs. XLKXLE vs. IXCXLE vs. FENY

Return for Risk

XLEI vs. XLE — 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.

XLE
XLE Risk / Return Rank: 3636
Overall Rank
XLE Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
XLE Sortino Ratio Rank: 3434
Sortino Ratio Rank
XLE Omega Ratio Rank: 3232
Omega Ratio Rank
XLE Calmar Ratio Rank: 3939
Calmar Ratio Rank
XLE Martin Ratio Rank: 3838
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. XLE - 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 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.

XLEIXLEDifference
Sharpe ratioReturn per unit of total volatility

—

1.26

—

Sortino ratioReturn per unit of downside risk

—

1.75

—

Omega ratioGain probability vs. loss probability

—

1.21

—

Calmar ratioReturn relative to maximum drawdown

—

1.88

—

Martin ratioReturn relative to average drawdown

—

5.70

—

XLEI vs. XLE - Sharpe Ratio Comparison

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Drawdowns

XLEI vs. XLE - Drawdown Comparison

The maximum XLEI drawdown since its inception was -7.98%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for XLEI and XLE.

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Drawdown Indicators

XLEIXLEDifference

Max Drawdown

Largest peak-to-trough decline

-7.98%

-71.26%

+63.28%

Max Drawdown (1Y)

Largest decline over 1 year

—

-14.05%

—

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

-5.98%

-12.96%

+6.98%

Average Drawdown

Average peak-to-trough decline

-1.66%

-17.97%

+16.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

4.66%

—

Volatility

XLEI vs. XLE - Volatility Comparison

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Volatility by Period

XLEIXLEDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

7.06%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

16.89%

—

Volatility (1Y)

Calculated over the trailing 1-year period

13.92%

20.96%

-7.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.92%

25.98%

-12.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.92%

29.62%

-15.70%

XLEI vs. XLE - Expense Ratio Comparison

XLEI has a 0.35% expense ratio, which is higher than XLE's 0.08% expense ratio.

Dividends

XLEI vs. XLE - Dividend Comparison

XLEI's dividend yield for the trailing twelve months is around 17.47%, more than XLE's 3.47% yield.

PositionTTM20252024202320222021202020192018201720162015
XLE
State Street Energy Select Sector SPDR ETF		3.47%3.28%3.36%3.55%3.68%4.21%5.62%6.72%3.54%3.03%2.26%3.39%
XLEI
State Street Energy Select Sector SPDR Premium Income ETF		17.47%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 0.95, XLEI and XLE 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, 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 0.35% for XLEI.

XLEI has the higher dividend yield at 17.47%, compared with 3.47% for XLE.

XLEI tracks S&P Energy Select Sector, while XLE tracks Energy Select Sector Index. Their fees differ too: 0.35% for XLEI and 0.08% for XLE.

Portfolio Optimizer

Find the right allocation for XLEI and XLE

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