XLII vs. XLE
XLII (State Street Industrial Select Sector SPDR Premium Income ETF) and XLE (State Street Energy Select Sector SPDR ETF) are both exchange-traded funds - XLII is a Derivative Income fund actively managed by State Street, while XLE is a Energy Equities fund tracking the Energy Select Sector Index. XLII is actively managed, while XLE is passively managed. At a 0.03 correlation, their price movements are largely independent. XLII charges 0.35%/yr vs 0.08%/yr for XLE.
Performance
XLII vs. XLE - Performance Comparison
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Returns By Period
In the year-to-date period, XLII achieves a 6.73% return, which is significantly lower than XLE's 32.17% return.
XLII
- 1D
- -0.15%
- 1M
- 2.45%
- YTD
- 6.73%
- 6M
- 8.74%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XLE
- 1D
- 1.29%
- 1M
- -1.14%
- YTD
- 32.17%
- 6M
- 29.80%
- 1Y
- 45.00%
- 3Y*
- 17.46%
- 5Y*
- 20.44%
- 10Y*
- 10.22%
XLII vs. XLE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XLII State Street Industrial Select Sector SPDR Premium Income ETF | 6.73% | 6.62% |
XLE State Street Energy Select Sector SPDR ETF | 32.17% | 3.73% |
Correlation
The correlation between XLII and XLE is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.03 |
XLII vs. XLE - Sectors Allocation Comparison
Sectors
XLII
XLE
Financial Services
-
Basic Materials
-
-
Communication Services
-
-
Consumer Cyclical
-
-
Consumer Defensive
-
-
Energy
-
Healthcare
-
-
Industrials
-
-
Real Estate
-
-
Technology
-
-
Utilities
-
-
Financial Services
XLII
XLE
-
Basic Materials
XLII
-
XLE
-
Communication Services
XLII
-
XLE
-
Consumer Cyclical
XLII
-
XLE
-
Consumer Defensive
XLII
-
XLE
-
Energy
XLII
-
XLE
Healthcare
XLII
-
XLE
-
Industrials
XLII
-
XLE
-
Real Estate
XLII
-
XLE
-
Technology
XLII
-
XLE
-
Utilities
XLII
-
XLE
-
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Return for Risk
XLII vs. XLE — Risk / Return Rank
XLII
XLE
XLII vs. XLE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Industrial Select Sector SPDR Premium Income ETF (XLII) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| XLII | XLE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.21 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.79 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.44 | 0.31 | +1.13 |
Drawdowns
XLII vs. XLE - Drawdown Comparison
The maximum XLII drawdown since its inception was -10.10%, smaller than the maximum XLE drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for XLII and XLE.
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Drawdown Indicators
| XLII | XLE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.10% | -71.26% | +61.16% |
Max Drawdown (1Y)Largest decline over 1 year | — | -12.05% | — |
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 DrawdownCurrent decline from peak | -0.36% | -6.15% | +5.79% |
Average DrawdownAverage peak-to-trough decline | -1.34% | -17.98% | +16.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.14% | — |
Volatility
XLII vs. XLE - Volatility Comparison
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Volatility by Period
| XLII | XLE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 8.25% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.58% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 11.55% | 20.53% | -8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.55% | 26.02% | -14.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.55% | 29.59% | -18.04% |
XLII vs. XLE - Expense Ratio Comparison
XLII has a 0.35% expense ratio, which is higher than XLE's 0.08% expense ratio.
Dividends
XLII vs. XLE - Dividend Comparison
XLII's dividend yield for the trailing twelve months is around 11.29%, more than XLE's 2.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XLII State Street Industrial Select Sector SPDR Premium Income ETF | 11.29% | 5.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XLII and XLE have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 XLII.
XLII has the higher dividend yield at 11.29%, compared with 2.54% for XLE.
XLII is categorized as Derivative Income, while XLE is Energy Equities. Their fees differ too: 0.35% for XLII and 0.08% for XLE.
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